Maia Capital has revealed the initial investments in its cautious, balanced and growth portfolios.
The Chris Ralph, Jason Collins and Simon Mungall managed Resolution Asset Management collaboration has invested in wide variety of funds, such as global equities and emerging market debt.
Many funds appear in more than one Maia portfolio, with the Edinburgh Partners Global Opportunities and IVI European in all three offerings.
The funds included in both the balanced and growth portfolios are the Lindsell Train UK Equity, Artemis Global, Schroder UK Alpha Plus, Martin Currie UK Growth, MLIM UK Special Situations, TT Europe ex UK Equity, Axa American Growth, Fidelity Global Special Situations and Majedie UK Opportunities.
Ralph, Collins and Mungall decided to avoid UK corporate bond funds in the cautious portfolio and take positions in more specialist funds, including:
- Muzinich America Yield
- Blue Bay Investment Grade Bond
- Blue Bay High Yield Bond
- Blue Bay EMD
- Resolution Argonaut Income
- Artemis Strategic Bond
- Artemis Income
“Launching Maia has enabled us to adopt a high conviction approach and to invest in funds we have liked for a long time but were unable to buy previously,” Collins says.
“We have sought many funds outside the usual multi-manager universe and we are being quite aggressive in our fixed interest strategy
Collins says the team does not believe in an all-equity approach.
“Our policy is to seek out the best fund managers in the world and to build our portfolios around them,” he says.
“We will never be out chasing the latest hot fund: we want to find alpha and use it in the best risk adjusted way possible.”
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