Pacific Horizon - Update research from QuotedData
11th November 2019
2018 re-calibration paying off
Moves by Pacific Horizon's (PHI) manager Ewan Markson-Brown to re-position the portfolio by lowering its allocation to technology stocks, and excellent returns to-date from stock picks made in 2018, are paying off. PHI is the best-performing Asia Pacific fund in net asset value (NAV) terms over the year-to-date. Following a poor 2018, which saw sentiment turn against both China and technology (areas where PHI has significant exposures), the portfolio is now more diversified with a greater focus on a newer wave of growth companies.
Full research:
https://quoteddata.com/research/pacific-horizon-2018-recalibration-paying/
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