Join Jock Glover, Strategic Relationships Director at Square Mile Investment Consulting and Research, as he talks with Fawaz Chaudhry, head of equities at Fulcrum Asset Management and manager of the Fulcrum Thematic Equity Market Neutral Fund.

During their time together, Jock and Fawaz talk about how Fawaz’s team implements its market-neutral approach, as well as the team’s process for identifying opportunities and evolving themes. Fawaz goes on to explore the power of a market-neutral fund, the ways to manage risk when markets present challenges, and how his team uses volatility to capture alpha.

Don't have time to listen to the full episode, jump to your favourite part:

• 01:36: What does it mean to be market neutral?
• 02:31: What strategies do you use to build positions?
• 03:03: How do you work with your team?
• 03:48: When you’re running this portfolio, how do you manage risk to ensure you achieve market-neutral exposure and keep volatility at its target level?
• 05:30: How do you come up with themes and how are they debated?
• 06:56: With a market-neutral strategy, do you need volatility to create alpha opportunities?
• 08:43: How do you identify changing thematics in the market?
• 10:29: As a team, do you talk to company management or do you use management reports to inform investment decisions?
• 11:34: Is there a new upcoming theme that is starting to look interesting?
• 13:20: What keeps you awake at night?
• 15:53: Is this the type of strategy to use when markets are at elevated levels?
• 18:54: Do you have an interesting statistic that stood out to you from last week?

This podcast was recorded in November 2024. This podcast is issued by Square Mile Investment Consulting and Research Limited which is registered in England and Wales (08791142) and is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).

This podcast is for the use of professional advisers and other regulated firms only and should not be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns.

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