Vous êtes sur la page 1sur 15

MQ

ACTIVE
FUND
Discussion Points
EXECUTIVE SUMMARY
INVESTMENT POLICY STATEMENT
SECTOR ANALYSIS
STOCK ANALYSIS
ACTIVE PORTFOLIO CONSTRUCTION
PERFORMANCE EVALUATION
CONCLUSION
EXECUTIVE
SUMMARY

ABOUT OUR COMPANY


Established: August 1 2018
Initial asset: USD 10 millions
Style: Large-Cap Growth
Fund Manager: My Quynh
   
 1/INVESTMENT
POLICY
STATEMENT
STATEMENT OF RETURN OBJECTIVES
OBJECTIVES
Gain return from the price
Provide investors with a long-term appreciation rather than dividends.
capital growth with high total return Besides seeking long-term, above-
within a reasonable risk tolerance average return, our fund also focus
to attain the annual returns that
outperform: 
RISK OBJECTIVES • The S&P 500 index by an average
of 3% over the investment period.
Stock Volatility • The passive managed funds and
Quantitative Analysis the same-style ETF by an average
Risks of 2% annually.
INVESTMENT STRATEGY
1) Investing in 20 common stocks of well established companies
on a notional of 10 million USD.
2) Investing in companies from S&P 500 whose market
capitalization were at least $10 billion. 
3) Investing in stocks that have above average growth potential
after careful study on the long-term performance of the
companies. Fundamental analysis on the companies’
industry, market position will be applied. 
4) Applying appropriate methods to evaluate factor As such as
historical valuation, growth,   profitability to build the optimal
portion of stock holding.
5) Revising our portfolio semi-annually to adjust the weight
accordingly to market information.
2. SECTOR &
STOCK
ANALYSIS
TECHNOLOGY UTILITY CONSUMER FINANCE
DEFENSIVE=STAPLE
APPL PCG ICE
GOOGL CWEN WMT
FB AEP KO
MSFT PG
CRM
MU
INDUSTRIES CONSUMER REAL ESTATE HEALTHCARE
DISCRETIONARY
JCI FRT VRXT
= CYCLICAL
SPG
AMZN
DIS
NFLX
3. ACTIVE 
PORTFOLIO
CONSTRUCTION
Initial Portfolio
Presentations are communication tools
that can be used as demonstrations,

(01.08.2018)
lectures, speeches, reports, and more.
ABOUT OUR COMPANY
Revised Portfolio
(01.02.2019)
4/ PERFORMANCE
EVALUATION
5/ CONCLUSION

Vous aimerez peut-être aussi