Kochar’s 100% global equities fund is structured to allow him to take an additional 30% in long positions and 30% in shorts.
In the video, he explains the portfolio’s quality growth bias. The managers seek companies with expected high growth and rising returns while avoiding or shorting low growth businesses.
Turning environmental hopes into investment reality
Tap into Japan’s post-pandemic growth trends
Nuveen broadens income sources via private capital and real assets
China bonds: plugging the yield gap
Tech WELLcovered | Work reimagined
Thematic investment series: Innovative transformation cuts across “old” and “new” economy companies
Exciting opportunities in AI & Robotics outside of traditional tech
Taking a thematic approach to harness disruption
Driving decarbonisation: how to access new forms of alpha
The year of living dangerously for income investors
Granny gets a shot; Capital Group on Trump trades; Neuberger Berman’s opinion; The enduring wisdom of abrdn’s Hugh Young; Things that make one go Hmmm; M&G’s bike, and much more.
Part of the Mark Allen Group.
