Martin Currie Global Portfolio Trust - Differentiated alpha generation
Martin Currie Global Portfolio Trust’s (MNP’s) performance has improved considerably following the appointment of manager Zehrid Osmani on 1 October 2018, since when he has refined the trust’s investment process. MNP has now outperformed its benchmark over the last one, three, five and 10 years. The manager focuses on high-conviction positions and his long-term horizon helps navigate short-term market volatility. MNP has performed well despite a lack of exposure to the high-profile, large-cap US technology stocks that have led the market. Osmani has generated alpha by investing in some mid-cap stocks that are not particularly well followed, such as US company Masimo (non-invasive patient monitoring technologies), which is now the largest position in the portfolio.Martin Currie Global Portfolio Trust is an investment trust company, engaged in managing money for a range of clients. Co.'s investment is focused on selecting stocks through research and constructing portfolios. Co. provides investors access to a portfolio of around 50 companies. Co. invests in global equities for long-term capital growth. Co.'s portfolio of investments span across North America, Europe, Japan, Asia Pacific (excluding Japan), and Middle East. Co.'s investment portfolio includes industry, such as financials, consumer services, technology, healthcare, consumer goods, industrials, telecommunications, basic materials, oil and gas, and utilities.
Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.
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