How New Capital achieve risk-adjusted returns in different market conditions

clock • 2 min read

Speaking to Investment Week recently, the manager of the New Capital Strategic Portfolio UCITS Fund, Moz Afzal, explained that his approach to portfolio construction is rooted in a long-term strategic and macro view. Afzal and his co-managers, Sailesh Bhundia and Michalis Rikos, look at the key factors of growth, inflation and interest rates but tactical tilts are also made - for example around Brexit or geopolitical risks related to North Korea and US trade relations. "Global investing gives us a much wider remit of investment types, economic cycles, currencies and valuation ranges. The...

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