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Toscafund launches behavioural finance inspired Global Equity Fund utilising ETFs

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Toscafund has launched the Tosca Market Thinking Fund, described as an innovative, unconstrained Global Equity fund and developed by Mark Tinker, CIO Toscafund Hong Kong.

The Tosca Market Thinking Fund’s investment philosophy is based on the principles of behavioural finance. The firm writes that long term investors need to take account of the needs and motivations of both medium term allocators and short term leveraged traders in order to achieve the best risk adjusted returns. Combining these two approaches allows for a dynamic strategy that can adapt to and take advantage of varying market conditions.

Structured as a combination of a Global Factor Fund (40 per cent) and a Global Thematic Fund (60 per cent), rather than the traditional country and sector approach, the strategy removes stock specific risk by utilising large and liquid ETFs to create a conviction based portfolio. The portfolio includes the five main investment style factors: size, value, quality, momentum and volatility. The thematic side of the portfolio is constructed of 12 themes. These include longer-term thematic trends such as robotics & automation and clean energy, as well as shorter duration trends like traditional energy. Whilst the five factor styles do not change, the portfolio will rotate the themes it invests in.

Mark Tinker, CIO and MD of Toscafund Hong Kong says: “The aim of Market Thinking is to identify opportunities in varying market conditions when they arise and act accordingly. Launching this new fund from our Asia office is testament to the region’s dynamic market. An increasing number of family offices are based in Hong Kong and Singapore and are helping to turn what was considered a savings market into an investing market.”

The Fund, which also exists in a UCITS structure, is available to professional investors directly and via several platforms, the firm says, adding that there is no performance fee, and management costs are competitive.

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