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Edison issues review on Martin Currie Global Portfolio Trust (MNP): Hi...
Edison Investment Research Limited Edison issues review on Martin Currie Global Portfolio Trust (MNP): High-quality equity offering in an uncertain world 30-Jan-2024 / 14:37 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 30 January 2024 Edison issues review on Martin Currie Global Portfolio Trust (MNP): High-quality equity offering in an uncertain world Martin Currie Global Portfolio Trust’s (MNP’s) manager Zehrid Osmani was correct in his assumption that investors were too conservative in 2023; global equities delivered an abov...
- Pedro Fonseca
Martin Currie Global Portfolio Trust - High-quality equity offering in...
Martin Currie Global Portfolio Trust’s (MNP’s) manager Zehrid Osmani was correct in his assumption that investors were too conservative in 2023; global equities delivered an above-average total return led by large-cap US technology stocks. However, he believes that the consensus outlook for 2024 is too bullish given economic uncertainty and increasing geopolitical risks. The manager’s view is that with inflation remaining elevated, western central banks will not reduce interest rates until the s...
- Pedro Fonseca
Martin Currie Global Portfolio Trust - Performance returning to positi...
Martin Currie Global Portfolio Trust’s (MNP’s) relative performance is back on track following a tough 2022, when investors favoured value and cyclical companies rather than growth businesses. Manager Zehrid Osmani has remained disciplined, seeking high-quality, long-term growth companies, and has retained his five- to 10-year investment horizon. Over the last decade, the trust has generated robust double-digit absolute annual NAV and share price total returns of 10.3% and 10.6% respectively. Wi...
- Pedro Fonseca
Martin Currie Global Portfolio Trust - Continuing to do ‘what it says ...
Martin Currie Global Portfolio Trust (MNP) has been managed by Zehrid Osmani since 1 October 2018. Despite a tough period of absolute and relative underperformance in 2022 as growth stocks have been out of favour with investors, the manager continues to adhere to his long-term strategy of focusing on high-quality companies with sustainable growth potential. He believes that valuation discipline is a very important element of the investment process, even more so in periods of rising interest rate...
- Pedro Fonseca
Martin Currie Global Portfolio Trust - Patiently waiting for the storm...
Martin Currie Global Portfolio Trust (MNP) has experienced a tough six-month period of relative performance at a time when value rather than growth stocks have been favoured by investors. The trust’s manager, Zehrid Osmani, has stayed true to his strategy of investing in high-quality companies with long-term growth potential, aiming to generate above-market returns over a rolling five-year period. He says that this approach has compounded investors’ wealth over the long term, and that ‘all it ta...
- Pedro Fonseca
Martin Currie Global Portfolio Trust - Positive equity and global econ...
Martin Currie Global Portfolio Trust (MNP) is managed by Zehrid Osmani, who aims to generate above-market returns over a rolling five-year period. He says that there are exciting new growth opportunities available, but he cautions the need to stay disciplined given stock markets ‘have travelled far and valuations are generally high’. The manager is positive on the global economic outlook, which is supported by robust levels of infrastructure spending. He believes that while rising US interest ra...
- Pedro Fonseca
Martin Currie Global Portfolio Trust - Positive equity and global econ...
Martin Currie Global Portfolio Trust (MNP) is managed by Zehrid Osmani, who aims to generate above-market returns over a rolling five-year period. He says that there are exciting new growth opportunities available, but he cautions the need to stay disciplined given stock markets ‘have travelled far and valuations are generally high’. The manager is positive on the global economic outlook, which is supported by robust levels of infrastructure spending. He believes that while rising US interest ra...
- Pedro Fonseca
Martin Currie Global Portfolio Trust - Manager adhering to his high-co...
Martin Currie Global Portfolio Trust’s (MNP’s) manager Zehrid Osmani aims to deliver above-market returns over a rolling five-year period. He is confident in the prospects for the trust’s high-quality growth portfolio and will continue with his disciplined investment process despite value stocks leading the market during the early stages of an economic recovery. The manager believes that this approach will generate a superior outcome for shareholders over the long term. His view is that followin...
- Pedro Fonseca
Martin Currie Global Portfolio Trust - Reaping rewards from three-step...
Martin Currie Global Portfolio Trust’s (MNP’s) manager Zehrid Osmani reports that his ongoing focus on long-term structural, sustainable business models was beneficial for the fund’s performance during the coronavirus-led market sell-off in Q120, with portfolio companies undertaking measures to protect their brand equity. He is encouraged by a general increase in investor awareness of environmental, social and governance (ESG) issues, an area of research that Martin Currie has focused on for sev...
Martin Currie Global Portfolio Trust: 1 director bought
A director at Martin Currie Global Portfolio Trust bought 17,500 shares at 341p and the significance rating of the trade was 52/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last...
- Pedro Fonseca
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-...
- Pedro Fonseca
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-...
- Pedro Fonseca
Martin Currie Global Portfolio Trust - Enhanced process driving outper...
Martin Currie Global Portfolio Trust (MNP) has been managed by Zehrid Osmani since 1 October 2018. He has refined the investment process, taking fundamental analysis deeper, aiming to enhance stock selection and the trust’s returns, and says that advanced risk analytics enable the portfolio to be managed in a more accurate way. The manager aims to build a high-conviction, but diversified fund of quality stocks in terms of superior top-line, profit and free cash flow growth, with high returns o...
- Mel Jenner
Martin Currie Global Portfolio Trust - New manager motoring ahead
Martin Currie Global Portfolio Trust’s (MNP) investment performance has improved considerably following the appointment of Zehrid Osmani as lead manager on 1 October 2018. However, he remains vigilant, continuing to seek long-term, attractive investment opportunities. The trust’s more concentrated portfolio contains the manager’s highest-conviction ideas, and is constructed without reference to the FTSE World index benchmark. Part of the in-depth fundamental research process involves focus...
- Mel Jenner
Martin Currie Global Portfolio Trust - Established vehicle with new en...
Martin Currie Global Portfolio Trust (MNP) has a new lead manager, Zehrid Osmani, formerly a senior portfolio manager and head of European equities research at BlackRock. He describes the trust as ‘the same vehicle with a new engine’, and is very excited about the prospects in his new role. Having introduced new elements to Martin Currie’s investment process, the manager is confident that the trust’s performance can improve, which he hopes will become apparent over the next 24 months. Os...
- Mel Jenner
Martin Currie Global Portfolio Trust - Co-manager appointed as part of...
Martin Currie Global Portfolio Trust (MNP) aims to generate long-term capital growth and real dividend growth from a diversified portfolio of high-quality global equities. With a view to succession planning, effective from 30 June 2018, the trust will be co-managed by Zehrid Osmani, working alongside the incumbent manager, Tom Walker. Osmani previously worked at BlackRock and is now head of Martin Currie’s global long-term unconstrained team. He has 21 years’ investment experience. Data from...
- Mel Jenner
Martin Currie Global Portfolio Trust - Consistent approach to global e...
Martin Currie Global Portfolio Trust (MNP) has been managed by Tom Walker since January 2000, aiming to generate long-term capital growth. He adopts a consistent, bottom-up investment process to construct a relatively concentrated portfolio of c 50 high-quality, primarily large-cap global equities, diversified by sector and geography. The manager stresses that MNP has lower volatility of returns compared to the average of its peers in the AIC Global sector. The trust adopted a zero discount poli...
- Mel Jenner
Global equity exposure with low volatility
Martin Currie Global Portfolio Trust (MNP) aims to generate long-term capital growth from a portfolio of high-quality, primarily large-cap global equities. There has been continuity of leadership and process; Tom Walker, assisted by Martin Currie’s large team of experienced investment professionals, has managed MNP since January 2000. The trust has performed broadly in line with its blended benchmark over the last 10 years. However, its volatility of investment returns is lower than the average ...
- Matthew Read
Market neutral strategy focusing on undervalued stocks
”‹Tom Walker, head of the global long-term unconstrained team at Martin Currie, has managed Martin Currie Global Portfolio since January 2000 and oversaw the transition to a fully global strategy in June 2011. The manager does not take big bets on macroeconomic developments and MNP’s portfolio is constructed so that its volatility is comparable to the market and its primary source of risk is stock specific. Stocks are selected based on fundamental analysis, taking a three-to-five-year view. The ...
- Matthew Read
Market neutral strategy focusing on undervalued stocks
”‹Tom Walker, head of the global long-term unconstrained team at Martin Currie, has managed Martin Currie Global Portfolio since January 2000 and oversaw the transition to a fully global strategy in June 2011. The manager does not take big bets on macroeconomic developments and MNP’s portfolio is constructed so that its volatility is comparable to the market and its primary source of risk is stock specific. Stocks are selected based on fundamental analysis, taking a three-to-five-year view. The ...
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