| ANNUALIZED SINCE INCEPTION | QUARTERLY | YTD |
|---|---|---|
| - | - | - |
Sharpbridge delivered +7.29% in April, outperforming the MSCI World Index by +2.89% amid volatile global markets. The fund continues to identify pivotal opportunities with favorable risk-reward profiles despite challenging conditions. April saw mixed regional performance with U.S. markets pressured by higher bond yields as stronger economic data tempered rate cut expectations, while European markets showed stability on ECB easing prospects. Asian markets diverged with Japan remaining strong on corporate reforms while China faced property sector concerns. The manager emphasizes balance and selectivity, noting that while mega-cap tech companies show strong earnings momentum, elevated valuations require careful sizing. Opportunities are emerging in lagged areas where fundamentals remain intact but sentiment is overly pessimistic. Looking forward, the fund remains constructive on global equities over the medium term, focusing on high-quality businesses positioned to benefit from structural drivers including technological innovation, energy transition, and supply chain evolution while maintaining valuation discipline.
Focus on high-quality businesses with durable earnings power and strong balance sheets that can navigate various economic scenarios, while capitalizing on structural trends like technological innovation and energy transition.
Constructive on global equities over the medium term despite potential short-term volatility. Structural drivers such as technological innovation, energy transition, and evolving supply chains continue to create compelling long-term investment opportunities.
| Date | Letter | Tickers | Keywords | Pitches | Quick Takes |
|---|---|---|---|---|---|
| Apr 30 2026 | 2026 Q1 | - | earnings, global, Quality, rates, selectivity, technology | - | Sharpbridge outperformed by +2.89% in April through selective positioning in quality businesses. While mega-cap tech drove returns, the manager emphasizes careful sizing given elevated valuations. Focus remains on high-quality companies with durable earnings power positioned for structural trends like energy transition and technological innovation, maintaining constructive medium-term outlook despite near-term volatility. |
| Dec 31 2025 | 2025 Q4 | - | AI, energy, financials, global, healthcare, Outperformance, technology, Valuations | - | Sharpbridge delivered +2.44% in December, outperforming by +3.30% amid sector rotation and AI-driven market concentration. Energy weakened while healthcare strengthened, with technology experiencing pullbacks from elevated valuations. The fund's selective approach to identifying favourable risk-reward opportunities across volatile sectors enabled strong cumulative 61.49% annual performance despite challenging market conditions. |
| QUARTER | THEMES | TAGS |
|---|---|---|
| 2026 Q1 |
AILarge-cap technology and AI-related companies drove a disproportionate share of returns in April. Market leadership continued to narrow with these companies showing strong earnings momentum, though elevated valuations warrant careful position sizing. |
Technology Earnings Valuations Large Cap |
Energy TransitionStructural drivers including energy transition continue to create compelling long-term investment opportunities. The manager identifies this as one of the key trends creating investment opportunities going forward. |
Structural Long-term Opportunities | |
RatesInterest rate expectations dominated market dynamics in April. Stronger economic data tempered hopes for near-term monetary easing, causing bond yields to move higher and creating pressure on rate-sensitive growth sectors. |
Monetary Policy Bond Yields Growth | |
| 2025 Q4 |
AIAI-related stocks drove significant market gains and momentum, with enthusiasm around AI contributing to much of the overall market performance. However, this concentration in AI names has renewed concerns about elevated valuations and speculation in the sector. |
Artificial Intelligence Technology Valuations Speculation |
EnergyThe energy sector experienced significant weakness during the period, contrasting with previous strong performance. This represents a notable shift from earlier strength in the sector. |
Energy Sector Weakness Oil Gas | |
TechnologyTechnology sector saw major pullbacks from highs due to AI disruption fears and profit-taking activities. Tech-heavy indices were under pressure with volatility in growth names, though mega-cap technology companies continued to account for much market momentum. |
Technology Pullbacks Growth Mega Cap |
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