Macquarie Marquee Ideas:Bottom-up Top Picks
类型：投资策略 机构：麦格理证券股份有限公司 研究员：麦格理证券研究所 日期：2017-06-22
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Our Asia-ex Marquee list has returned 31.1% since launching almost a year ago, vs20.8% for the MSCI Asia-ex, while our Japan Marquee has returned 22.7% vs. 16.2%for MSCI Japan over the same period. This index is purely a bottom-up stock callconviction by our sector and country heads. In a market seemingly driven by passiveflows, we continue to see scope to add alpha through disciplined stock picking.
Today, we switch nine out of 34 names.
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