It’s been a challenging and at times, stressful environment for equity investors over the past few months. Markets have done a round trip, rising to all-time highs in February, falling to within a whisker of a bear market through March/April before climbing a wall of worry back close to fresh highs by June. These are not normal times, but they are a function of investing in risky assets - where we manage the good and the bad. The Alpha Plus fund led by Jun Bei Liu, has weathered this volatility better than most by being pragmatic, avoiding large risk-on/risk-off rotations and sticking to a well-tested bottom-up fundamental process. Hear how Jun Bei and the team have managed the portfolio through this period and how they are positioned to take advantage of an uncertain environment in her June Market Reflections update.
