Unveiling the Success Story of Easy IP Global Equity Fund

The Easy IP Global Equity Fund, managed by Easy Asset Managers, has consistently delivered strong performance for investors. But what's the secret sauce behind this success? We sat down with Shaun Krom, Easy Asset Managers' Chief Investment Officer, to learn more about his investment philosophy and how it's driving returns.

Investing with Themes, Not Sectors

Unlike many traditional funds that focus on geographic regions or sectors, the Easy IP Global Equity Fund takes a thematic approach. "We look for global trends shaping the economy and invest in companies positioned to benefit from them," explains Shaun. Examples of these themes include Artificial Intelligence (AI), energy transition, and "friend-shoring" (reducing reliance on China for manufacturing).

This thematic approach allows for agility in portfolio management. "We can quickly adjust our holdings to capture emerging trends," says Shaun. Learn more about the Easy Asset Managers' perspective on AI in their blog post: Investing in Artificial Intelligence: https://blogs.easyequities.co.za/investing-in-artificial-intelligence.

Beyond Sector Allocation

While the fund's sector allocation might not reveal the whole story, Shaun highlights some interesting insights. Their allocation to industrials, for instance, taps into the trend of AI adoption. Data centers require significant cooling infrastructure to function, and the Easy IP Global Equity Fund invests in companies providing these solutions.

Data-Driven Risk Management

Thematic investing is just one piece of the puzzle. Easy Asset Managers leverage data analysis to manage risk. "We use algorithms to compare companies across various metrics and categorize them based on factors like resilience and growth potential," explains Shaun.

Stress testing also plays a crucial role. The team simulates how the portfolio would perform under different scenarios, like rising interest rates or a market downturn. This proactive approach helps them navigate volatility and capitalize on opportunities.

A Nimble Team Makes the Difference

The Easy Asset Managers team is small and agile, allowing for quick decision-making. "We don't get bogged down in endless meetings," says Shaun. "This nimbleness allows us to react swiftly to market movements." Additionally, the portfolio manager is directly involved in company analysis, fostering a deeper understanding of the underlying investments.

By combining thematic investing, data-driven risk management, and a nimble team structure, the Easy IP Global Equity Fund is well-positioned to deliver superior returns for investors seeking exposure to global growth opportunities.