The European Union is made up of economies growing at different rates and industries and companies that are experiencing different business cycles. Systemic investing process can uncover companies that are still trading at a discount to intrinsic values.
Market volatility could be detrimental to long-term investing. Yet, a disciplined investment strategy can leverage market volatility along with investor fear to its advantage. Robert Straus, portfolio manager of the ICON Consumer Discretionary Fund, follows a systematic process of identifying stocks with a superior price-to-value ratio within industries offering the
The ICON International Equity Fund applies a systematic approach to investing in sectors that ICON believes are in the early stage of international market leadership. Portfolio manager Scott Snyder describes how sector rotation plays an important role in generating returns.
ICON believes the news, the theories, and all the noise in the market can lead only to
emotions and beliefs that distort the true worth of a company or an industry. That’s why
Todd Burchett, the manager of the ICON Long/Short Fund, focuses on the results of the fund’s quantitative system in
With the premise that the market can misprice stocks, Todd Burchett, the manager of the ICON Telecommunication & Utilities Fund, relies on a quantitative system to value stocks. The non-emotional system calculates value-to-price ratios and points to the industries that the system identifies as being on sale and can potentially
Investing in Asian Pacific stocks is a daunting task. With more than fifteen exchanges, currencies and economic cycles, investment managers need a specific focus and well-honed quantitative discipline. The ICON Asia-Pacific Region Fund invests in sectors and industries rather than companies to mitigate country and currency risks. The sectors and
