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May 2024

PSG Asset Management

Anet Ahern
Asset Management

Kevin Cousins, Head of Research
PSG Asset Management

John Gilchrist, Chief Investment Officer
PSG Asset Management

Greg Hopkins, Deputy-Chief Investment Officer

Philipp Wörz
PSG Asset Management
In this edition, Head of research Kevin Cousins delves beneath the surface of the energy sector’s reputation as a risky investment, Chief Investment Officer John Gilchrist asks whether the investment industry is overlooking the value that low levels of correlation bring as a portfolio diversifier, and Deputy Chief Investment Officer Greg Hopkins and Fund Manager Philipp Wörz explain why the opportunities we are finding in global markets tend to be outside the currently popular areas.

In this edition, Head of research Kevin Cousins delves beneath the surface of the energy sector’s reputation as a risky investment, Chief Investment Officer John Gilchrist asks whether the investment industry is overlooking the value that low levels of correlation bring as a portfolio diversifier.
Deputy Chief Investment Officer Greg Hopkins and Fund Manager Philipp Wörz explain why the opportunities we are finding in global markets tend to be outside the currently popular areas.
Anet Ahern
CEO, PSG Asset Management
Kevin Cousins
John Gilchrist
Greg Hopkins and Philipp Wörz
Portfolio holdings as at 31 March 2024
Click here to view the portfolio holdings of the funds to 31 March 2024
Performance to 31 31 March 2024
Click here to view the performance of the funds to 31 March 2024
Unit trust summary
Click here to view a summary of the unit trusts




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