Pacific Horizon Investment Trust PLC

Pacific Horizon Investment Trust is an investment company. Co. invests in the Asia-Pacific region (excluding Japan) and in the Indian Sub-continent. Co. also invests in companies based in the region and in investment funds specializing in the region or particular countries or sectors within it even if they are listed elsewhere. The portfolio is actively managed and normally consists of quoted equity securities. Co. is also permitted to invest in other pooled vehicles (general, country and sector specific) that invest in the markets of the region. Co.'s Alternative Investment Fund Manager is Baillie Gifford & Co Limited. The valuation of the portfolio at Jul 31 2017 was £179.5 million.
  • TickerPHI
  • ISINGB0006667470
  • ExchangeLondon Stock Exchange
  • SectorEquity Investment Instruments
  • CountryUnited Kingdom
Dave Nicoski ...
  • Ross LaDuke

Vermilion Booster Shots: Attractive bottom-fishing stocks

For investors looking for bottom-fishing candidates; stocks that are breaking downtrends, exhibiting ascending reaction lows, and showing stabilizing relative strength.

Matthew Read

2018 re-calibration paying off

Moves by Pacific Horizon’s (PHI) manager Ewan Markson-Brown to re-position the portfolio by lowering its allocation to technology stocks, and excellent returns to-date from stock picks made in 2018, are paying off. PHI is the best-performing Asia Pacific fund in net asset value (NAV) terms over the year-to-date. Following a poor 2018, which saw sentiment turn against both China and technology (areas where PHI has significant exposures), the portfolio is now more diversified with a greater focus on a newer wave of growth companies. PHI’s strong focus on fast-growing companies means that it is c...

James Carthew

Pause for breath?

After two years of strong performance, Pacific Horizon (PHI) has suffered a reversal of fortune over the last three months. Sentiment swung against both China and the technology sector (both significant portfolio weights for PHI), with savage share price falls in some areas. However, it is possible that this reversal of fortune may prove to be short-lived, if China and the US can agree a trade deal. PHI’s strong focus on fast growing companies means that it is clearly differentiated from its peer group (no other fund has as much invested in the technology sector, for example). The trust’s mana...

James Carthew

Top of the pops!

Pacific Horizon (PHI) has benefitted strongly as both the Asia ex Japan region and technology stocks, to which PHI has a significant exposure, have rallied. This has seen it move up the competitor peer-group rankings so that it is first and second, in terms of NAV total return, over one and three years respectively. PHI’s manager, Ewan Markson-Brown, believes that the rising wealth of the middle class in Asia is likely to be the big driver of global growth over the next 20 years but that financial markets do not fully appreciate this yet. He expects to see a trend in global capital moving away...

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Booster Shots: Attractive bottom-fishing stocks

For investors looking for bottom-fishing candidates; stocks that are breaking downtrends, exhibiting ascending reaction lows, and showing stabilizing relative strength.

Matthew Read

2018 re-calibration paying off

Moves by Pacific Horizon’s (PHI) manager Ewan Markson-Brown to re-position the portfolio by lowering its allocation to technology stocks, and excellent returns to-date from stock picks made in 2018, are paying off. PHI is the best-performing Asia Pacific fund in net asset value (NAV) terms over the year-to-date. Following a poor 2018, which saw sentiment turn against both China and technology (areas where PHI has significant exposures), the portfolio is now more diversified with a greater focus on a newer wave of growth companies. PHI’s strong focus on fast-growing companies means that it is c...

James Carthew

Pause for breath?

After two years of strong performance, Pacific Horizon (PHI) has suffered a reversal of fortune over the last three months. Sentiment swung against both China and the technology sector (both significant portfolio weights for PHI), with savage share price falls in some areas. However, it is possible that this reversal of fortune may prove to be short-lived, if China and the US can agree a trade deal. PHI’s strong focus on fast growing companies means that it is clearly differentiated from its peer group (no other fund has as much invested in the technology sector, for example). The trust’s mana...

James Carthew

Top of the pops!

Pacific Horizon (PHI) has benefitted strongly as both the Asia ex Japan region and technology stocks, to which PHI has a significant exposure, have rallied. This has seen it move up the competitor peer-group rankings so that it is first and second, in terms of NAV total return, over one and three years respectively. PHI’s manager, Ewan Markson-Brown, believes that the rising wealth of the middle class in Asia is likely to be the big driver of global growth over the next 20 years but that financial markets do not fully appreciate this yet. He expects to see a trend in global capital moving away...

Investor in Asian growth

​Pacific Horizon (PHI) is unashamedly a growth fund and its Asia-focused portfolio has significant overweight exposures to technology and biotechnology. However, it would appear that, investors are shying away from Asia because of weak Chinese growth and are seeking safety in defensive stocks for the same reason. Perhaps it is not surprising that PHI has under-performed both its comparative index and its peer group, and its discount has widened. PHI is a fund that may be out of fashion but could perform well in an environment where investors are less risk averse.The manager believes that PHI i...

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

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