Manager of Multi-Asset, Multi-Manager Funds & Citywire Columnist. Blogs at nevermindthesilverbullets.com

As a fund manager at Downing Fund Managers, I founded and oversee the MGTS Downing Fox Funds, which invest in a diversified selection of highly-active funds across various regions and sectors. I also write a column for Citywire, where I share insights and opinions on the latest trends and developments in the fund management sector. Additionally, I blog on Medium.com and nevermindthesilverbullets.com, on topics such as fund selection, asset allocation, and risk management.

A reminder that - if you're buying a global tracker - it doesn't always go up.

If the conditions are wrong when you buy it, you could make nothing... for a long time.

That's what happened in the 2000s (see chart): Ten years; zero returns.

Could the same thing happen again?

Are conditions today similar to 2000?

Or nothing like them?

Simon Evan-Cook

Founder and Manager of the MGTS Downing Fox Funds. Citywire Columnist. Blogs at Medium.com & nevermindthesilverbullets.com

Is the market about to crash?

Honestly? I have no idea. 

But I do know it doesn’t have to be an ‘in’ or ‘out’ question. 

Because while some parts look worryingly expensive, others look once-in-a-generation cheap. 

So why not stay invested—just not in the bubbly stuff?

In our latest Fox Investment Letter, I’ve done something I usually avoid: tried reading the market runes. 

Yes, I’ve donned my anchor-motif cap and muttered about storms a-brewing. 

But I’ve also laid out why we think passive exposure to mega-cap US stocks could be a trip hazard, and why selective investing still makes sense.

If you enjoy cabbieflags, walking football metaphors, and charts that show how long it took the global index to recover from the dotcom bust (hint: over a decade), then have a peep.

🦊 High market risk

🦊 Passive vulnerability

🦊 Selective opportunity

Read the full letter here: https://lnkd.in/eAgx8B_s

Chuffed to receive a gold rating from Matthew Dewsnap CertPFS IMC and the QuantQual Ltd crew for the Downing Fox Funds. 

Theirs is a reassuringly high bar...

We are pleased to share that the MGTS Downing Fox Funds have each received Gold Approved Investment Ratings from independent researcher QuantQual Ltd, an independent research provider known for its rigorous blend of quantitative analysis and qualitative assessment. 

Even better - one of the flagship Fox Funds has been chosen as QuantQual’s November “Fund in Focus.”

A big congratulations to the Fox team, Simon Evan-Cook and Alex Paget, and thanks to QuantQual for the recognition. 

Read the full feature here - https://lnkd.in/eKBQxQnU

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