The fund is unique because it has managed to apply and convert behavioural finance concepts into behavioural investing.
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| A SQUARE :: 10May07 Osiris Equities EMU Behavioural Value |
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Category
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Behavioural Finance
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Faculty
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Jan Longeval
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Expertise
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Behavioural Finance
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Author
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Sona Blessing
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- Focus: long only, large- mid-cap EMU equities - fund’s investment philosophy is based on behavioural finance, asset allocations are manager supervised but essentially the process is model (quant) –driven.
- Fund’s strengths: robustness of model - screens, management team’s expertise, ability to sustain performance despite growth – ie. increase in assets under management.
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