Investor Positioning in Emerging Markets with Steven Holden

In this episode, we welcome Insight Provider Steven Holden for a general analysis of active fund positioning across countries/sectors and stocks, to highlight under-owned and over-owned areas of the market. What do Alibaba and Tencent look like in China? What about the financials sector in Turkey, South Africa, and Brazil? Tune in as Steven addresses these questions and more using his unique data-driven approach. Steven Holden is the CEO and Founder of Copley Fund Research, an independent provider of research on equity fund positioning and performance. Set up in 2014, Copley focuses on global, global EM, US, Asia Ex-Japan and China active equity funds, covering over US$4 trillion in assets across 1,300 active managers. Learn more about Steven and get in touch: https://skr.ma/oZ5AdXUNEBr6Bw9J7 This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.