The Fund is a low-cost, diversified entrant to the market.
(1888PressRelease) September 06, 2019 - Byron Stafford, a professional Asset Manager who provides institutional and individual investors with a broad array of equity and fixed income products designed to meet long-term goals, today announced that has filed a preliminary registration for Byron Stafford Global Core Stock Fund. The new actively managed fund is expected to be available to investors in the fourth quarter of 2019.
Byron Stafford Global Core Stock Fund will offer broad equity exposure to both developed and emerging markets, blending growth and value styles and diversifying across a range of sectors. The fund will seek to provide long-term capital appreciation and hold approximately 75 stocks, with no individual positions representing greater than 4% of the portfolio.
Byron Stafford will employ a multi-disciplinary approach that identifies potential attractive, high-return opportunities by leveraging the full breadth and depth of Byron Stafford’s global resources, including: Global Industry Specialist research; positions held by Byron Stafford’s investment boutique teams; investment ideas from Byron Stafford’s quantitative research teams; macro-economic research; and ESG research that emphasizes positive governance practices.
Stanley Chan Hon, President and Chief Investment Officer said: “Our approach can be characterized as opportunistic and does not emphasize any particular investment style or factor. Our team seeks to build an “all weather” portfolio that prioritizes stock specific alpha potential, limiting the portfolio’s other risk exposures through a sophisticated and centralized risk management approach.”
Byron Stafford has a deep bench of talent, and the portfolio managers for Byron Stafford Global Core Stock Fund have more than 50 years of combined investment management expertise.
Byron Stafford partners with some of the world’s top asset managers to oversee a full roster of active stock, bond, and balanced mandates.
About Byron Stafford
Byron Stafford is a professional Asset Manager who provides institutional and individual investors with a broad array of equity and fixed income products designed to meet long-term goals. Our clients currently entrust the firm with billions in an investment philosophy designed to deliver superior, risk-adjusted returns via both separately managed account and mutual fund platforms. Byron Stafford was built on the cornerstones of intelligence, experience and conviction that it is believed clients expect from their investment managers. Byron Stafford is as committed to providing clients superior performance today as the day it was founded. It is that unwavering dedication that helps ensure the firm will be around for at least five decades to come.