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A global investment firm providing asset management and advisory services to private clients, corporations and non-profit organisations around the world.
Stanhope Capital Fortnightly Bulletin – Period ending 15 July 201815 July 2018
Tactical Positioning Although President Trump continues to surprise with his recent statements on Europe, NATO and Russia, markets rose over the fortnight as participants focussed on the likelihood of a good company results season. We have not made any new tactical moves but we are reviewing our Emerging Market exposure as we would like to […]Read more
Stanhope Capital Fortnightly Bulletin – Period ending 30 June 201830 June 2018
Tactical Positioning In our mid-June bulletin, we made the case for having some ‘dry powder’ to deploy if market movements create good opportunities. In the last two weeks equities have been spooked by trade tantrums, making our slightly underweight position seem sensible. We have not made any tactical changes in the short term, but the […]Read more
Stanhope Capital Fortnightly Bulletin – Period ending 15 June15 June 2018
Tactical Positioning We have not made any major tactical changes in portfolios over the last two weeks and remain slightly underweight equities versus our targets. We can see a time when we might add to equities, but trade wars are damaging to sentiment and having some ‘dry powder’ in the short term provides useful optionality. […]Read more