Boutiques still hold sway at the top of SharingAlpha’s fund provider league

David Stevenson, 08/12/2021

While the world continues to struggle with inflation and the threat of tapering of central bank intervention most keenly felt in the US, boutique asset managers are still rated the highest by the ‘trip advisor’ of fund selection SharingAlpha.

In the following order these asset managers have been picked as the best by an elite group of fund selectors, Nutshell, Value Partners and LONVIA

.These results are identical to last month’s top provider list so what does that indicate? In a market that has been addicted to loose monetary policy since the global financial crisis of 2008-9, perhaps investors are seeking something a tad more distinctive than the ‘index-plus’ funds put out by many of the large fund houses as the threat of tightening looms large.

Just to recap, Nutshell is a London-based boutique offers its clients high conviction global equity strategies, Paris-headquartered Lonvia Capital was launched by highly rated Cyrille Carriere in 2020 while Value Partners is a Hong Kong-based firm with around $11 billion in AUM.

When it comes to the top funds rated by SharingAlpha, there has been a changing of the guard. In top place is the relatively obscure Long Term Investment Classic managed by Swiss boutique Strategic Investment Advisors Group. The fund’s outperformance seems to have been generated by its holdings of long out of favour commodity stocks, which have noticed a rebound of late.

In second place for the funds category is Allianz’s Global Artificial Intelligence Fund, perhaps less surprising given that AI is one of the megatrends pulling in global asset allocators right now.

In third place and keeping with the tech theme is BIT Global Internet Leaders 30, a fund which while containing well-known internet company SEA as its top holding, is reminiscent of Hugh Cuthbert’s tech heavy European fund which contains names that are seemingly quite obscure. Cyprus-based TCS Group Holding, an online investment manager is perhaps a less known entity although the fund does contain Amazon in its top ten positions.

As readers of Fundtruffle have learned, SharingAlpha is an investment platform where professionals in the asset management industry such as fund selectors choose products and providers, building up a reputation and a greater weighting for successful choices.

To record its ratings for its reports, SharingAlpha utilises three parameters on which the overall rating is determined:

  • People - the experience and competitive edge of the fund manager and their team
  • Price - the cost of the fund
  • Portfolio - the way the strategy is run in terms of risk management

The investment platform then calculates the average ratings assigned by its users to each fund, providing a score out of five. SharingAlpha only includes ratings from users that are identified as professional fund buyers. Consequently, the results do not include ratings coming from users that are, for example, non-financial industry members or fund providers.

Keep reading Fundtruffle as it begins in a series of profiles of those fund selectors who have made these decisions as well as those fund groups who have been picked out by the group. This continues a previous series on the platform’s top fund managers and selectors.

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