OTP Trend Alap

public, open end, equity fund

Inception: 23.12.2011. | Bloomberg: OTPINEQ HB Equity | Benchmark: 95% MSCI World (NET DIVIDEND) + 5% ZMAX


Portfolio manager


Gábor Czachesz
CFA
investment director

Recommended investment term: 5-7 years

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Risk level: high

Investment policy, about the portfolio

The Fund aims to identify and invest in the most popular stocks in the US and Western European capital markets. In most cases, there are fundamental reasons for a company to become popular among customers and investors. Appealing company fundamentals combined with the herding behaviour of investors can create an above-average performance on stock markets in good times. There is no free lunch however: in case of the inevitable risk-off periods, glamour stocks tend to suffer above-average losses. The find manager seeks to mitigate those tail-risk periods by analysing the trend of the broader market: if the established up-trend is violated he increases the cash allocation of the Fund. The equity allocation of the Fund is between 0-100% and the average allocation over a typical 3-5 year market cycle is roughly 75%.

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