Argonaut Absolute Return March 2022 Update
Автор: Argonaut Capital
Загружено: 2022-04-05
Просмотров: 372
Описание:
Barry talks to Chloe about the Argonaut Absolute Return Fund: discussing our March performance, market and portfolio views and the outlook for 2022
Questions:
00:00 Introduction
00:11 It was another tumultuous month for markets. How did the fund perform and what were the main drivers of performance?
00:55 Your prediction of a return to the 1970s (which you made last year) seemed to come true during the month, but the market rallied. Why?
2:54 Did you make any changes to the portfolio during the month, or as a result of the Ukrainian war?
4:51 Talk us through why you are bullish on commodities relative to your bearish views on the rest of the market?
6:56 Every fund manager nowadays seems to be very keen on ESG. Have you got any plans to change your fund names to incorporate the “sustainable” moniker?
9:35 Why are you bearish on renewable energy companies?
12:08 Why do fossil fuels have a future?
15:23 What would you say the fund offers investors which most other equity funds do not?
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