Tactical concentration pays off for Agamemnon fund

The Tolhurst Agamemnon Equity trading fund has outperformed the Aussie market by sticking to large-caps and handling a small number of positions.


Quick Poll

How will you alter your portfolio after the US election result?





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Underweight US
  16%
 
Overweight US
  42%
 
Underweight EMs
  7%
 
Raise cash levels
  20%
 
No change
  15%
TOTAL VOTES: 138
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December 2016/January 2017 Magazine
AsianInvestor Magazine