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Large-cap growth alpha thesis: seeking risk-adjusted excess returns

By Aziz V Hamzaogullari, CFA, Large Cap Growth Portfolio Manager, and Hollie C Briggs, CFA, Large Cap Growth Product Manager

For mutual fund investors and managers of large pensions or endowments, a major challenge is to identify those portfolio managers who are most likely to deliver superior risk-adjusted returns in the future. Understanding how an investment philosophy informs a manager’s decision making can provide meaningful insights into how and why a particular manager generates alpha.

The search for alpha is the search for skill. We believe our alpha thesis, and our ability to consistently implement its tenets, constitutes a differentiated approach. The deeply held beliefs and disciplined process described in this paper guide what we do every day.



Investment trust purchases hit record £125.3m

Adviser firms have piled into investment trusts with purchases through platforms reaching a record £125.3m in the first quarter of this year, according to data from Matrix Financial Clarity. The record figure represents a 14 per cent increase on Q1 2014. Annual purchases also reached a new high of £468.6m for the 12-months to the […]


Tisa: Asset managers unaware of Mifid II impact

The implementation of Mifid II could result in “unintended consequences” by reducing investment and provider choice for consumers, says the Tax Incentivised Savings Association. Tisa, the not-for-profit membership association, warns that many asset managers, distributors, wealth managers, life and pensions companies, and firms for whom D2C is important are unaware of the implications of Mifid II. In […]

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Hargreaves Lansdown unveils ‘third way’ non-advised service

Hargreaves Lansdown has unveiled the details for its newly launched non-advised service Portfolio +. The “third way” proposition provides investors with ready-made portfolios managed and rebalanced every six months by the HL investment research team. There are six portfolios to choose from, ranging from Adventurous Income to Conservative Growth. When choosing a portfolio investors can select their […]


Ex-FOS deputy Tony Boorman joins compliance firm

Former Financial Ombudsman Service deputy chief executive Tony Boorman has joined regulatory and compliance consulting firm Promontory Financial Group. Boorman is taking up the role of senior adviser in the firm’s London office. His initial focus will be working with clients facing a range of consumer protection issues, in particular relating to customer redress and […]

US election

Capital Market Notes, November 2016 David Lafferty, chief market strategist at Natixis Global Asset Management, looks at the impact on markets and portfolios since the somewhat surprising outcome of the US election. Click here


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