EQ continues to outperform

Despite the uncertain investment climate, EQ's portfolios have outperformed their peers.

FacebooktwitterlinkedinmailFacebooktwitterlinkedinmail   by Kasim Zafar, 18th August 2019

Achieving outstanding performance in the uncertain investment climate of the past few years is not easy. However, as you can see below we have managed to beat our peers in growing the assets that you have entrusted to us.

We benchmark our portfolios’ performance against Asset Risk Consultants’ Private Client Indices (ARC). These composite indices are based on real performance figures provided by over 70 investment houses for their discretionary private client portfolios. Across the board, our Positive Impact and Best Ideas portfolios (solid lines) have outperformed their corresponding benchmark (dotted line).

 

 

 

About the author: Kasim Zafar

Kasim graduated with a BSc (Hons) in Physics from Imperial College and is a CFA charter holder, being a regular member of the CFA Institute and CFA UK. He began his career in investments in 2002, gaining experience as a portfolio manager and senior analyst of global capital markets. His experience spans multiple asset classes, constructing portfolios with varying risk/return objectives and active risk management processes.

Kasim is the portfolio manager for the EQ Investors Best Ideas and Absolute Return portfolios. He is an active member of the investment management, strategic asset allocation and fund selection committees.

When not immersed at work, Kasim often finds himself stumped and constantly amazed by his young daughter at home. He also enjoys spending time in the kitchen practising his “cheffy” skills with both European and Asian cuisine, reflecting his mixed background.

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