“Investing is a bit of an art and a science,” says Behncke. “We try and be as objective as we can. Anyone can veto an investment decision.”
15 May 2012 13:52
Pinnalce Funds Management, retail funds, Sigma Funds Management, “superannuation, water polo, boutique, wholesale funds, australia;, stocks, asset managment, Heath Behncke, Australia Institute of Sprot
Investments
As super funds work to understand their total portfolio exposure to the artificial intelligence thematic, a complex picture of hidden betas and “attachment points” is gradually emerging. They also need to figure out how to play the same thematic in the “tricky” China market.
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