'We remain strong advocates of the buy-and-hold strategy'

Model-driven vs human-led portfolios? Investment management has evolved significantly over the decades. In the 1980s, markets were driven by information arbitrage—access itself was an edge. That evolved into an era of regenerative information, where data interpretation and speed became key differentiators. Across every such evolution, alpha has always emerged, typically concentrated among the 10–15 per cent of funds globally that consistently outperform. While still unproven, we believe data-driven strategies can supplement—not replace—human-led fund management. Investing, after all, is both an art a

This article was originally published on October 25, 2025.