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Investing Beyond Benchmarks - Why Underrepresentation Equals Outperformance

Historically, Bond investors have segmented the Global fixed income market by developed and emerging markets. A long held perception has been that developed market issuers are "rich", whilst emerging market issuers are "poor". Events of the last five years, have led many to question if this perception is valid. With bond benchmarks designed to track an investment universe, which in construction, has a structural bias towards the most indebted issuers; we believe that there is a more efficient approach. The New Capital Wealthy Nations Bond Fund has demonstrated this approach successfully over the last five years, by investing in countries and companies that have the greatest ability to pay back their debts - these tend to be countries underrepresented by indices.
Recorded Jan 21 2015 35 mins
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Presented by
Michael Leithead, Fund Manager, New Capital Wealthy Nations Bond Fund, EFG Asset Management
Presentation preview: Investing Beyond Benchmarks - Why Underrepresentation Equals Outperformance

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  • Title: Investing Beyond Benchmarks - Why Underrepresentation Equals Outperformance
  • Live at: Jan 21 2015 11:00 am
  • Presented by: Michael Leithead, Fund Manager, New Capital Wealthy Nations Bond Fund, EFG Asset Management
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