Emerging Small-Caps Funds: The real long term story
As one of the most mispriced asset classes, emerging markets small cap provides an abundant source of alpha for investment managers with the skill and resources to unlock the opportunity. Since 2001, the emerging [...]
Long-Short in Credit: An attractive proposition now in UCITs format
An investment boutique, based in Paris and operating in Private Equity since 1991, and in Credit since 2008 has decided to launch a UCITS fund domiciled in Dublin with a weekly liquidity. It has [...]
WSP Model Portfolios – May 17 Report
Active Funds in Model Portfolios WSP Model Portfolios are built from our universe of selected active Ucits funds and the allocation is actively managed by us according to current and expected market conditions [...]
Unconstrained Emerging Markets Debt Strategy
We have started the coverage of a non-benchmarked, total return emerging market debt fund. We think this wrapper is best suited to exploit the heterogeneous and wide Emerging Market Debt universe. Fully flexible and [...]
Outstanding European Equity Fund with capacity to grow
For skilled portfolio managers the European equity market still offers plenty of opportunities to create alpha. Among European Equity fund peers we particularly like one active and systematic fund. The strategy used to be [...]
How Active Managers outperform over the long run
In the debate of active versus passive management, some literature content that the long-term net performance of active managers is roughly similar to or worse than that of benchmark returns, on average. However, a [...]