First, because the Fund is 100% in stocks, we don’t have the ability/desire to make allocation changes based on macro views. Second, macroeconomic forecasts, especially their effects on stock prices, are highly speculative.
Home » Frequently asked questions » Why don’t you consider macroeconomic situations in the Fund’s investments?
First, because the Fund is 100% in stocks, we don’t have the ability/desire to make allocation changes based on macro views. Second, macroeconomic forecasts, especially their effects on stock prices, are highly speculative.
Investor Relationship Manager
+358 41 516 6118
riku.pennanen@siftercapital.com