Ian Heslop (Old Mutual GI): «Our Strategies are Not a ‘Black Box’, but Rather a Very Transparent ‘Glass Box’

Boston Conference

Fecha:

Ian Heslop (Old Mutual GI): "Our Strategies are Not a ‘Black Box’, but Rather a Very Transparent ‘Glass Box’

Autor: Meritxell Sedo

Investors have turned their backs on active investment, investing more than $ 1.4 trillion in US equity ETFs since 2007

We try to locate which moment the market is at by measuring its evolution against the change and then adjusting the portfolio accordingly

Old Mutual Global Investors Global Equity Team uses five variables or themes in order to be able to identify what kind of company will get a good result at each point in the cycle

"There are environments in which the market is willing to buy stocks of a certain style: value, growth or quality, and if at that time you maintain exposure to that particular style in the portfolios, it will most likely add return to the portfolio"

"In our alpha generation process we don’t consider a top-down macroeconomic analysis or a fundamental bottom-up analysis, but we mix all the factors and the result is a different approach that provides the opportunity to diversify"