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LONDON - Global Opportunities Trust (GOT) has adopted a conservative investment stance across six themes as it prepares for what its management team believes will be a more challenging market environment, according to a research note published Thursday by QuotedData.
The investment trust’s management team expects that forces which drove markets higher in the three decades leading up to 2020 are now "faltering or reversing," potentially creating a more difficult environment for broad market gains.
GOT’s current investment approach focuses on six themes: income demand, resilient businesses, improving Japanese corporate governance, increased defense spending, digital transformation, and undervalued European mid-caps.
The trust’s flexible "go-anywhere" investment strategy has delivered positive net asset value returns over medium-to-long timeframes while demonstrating relative resilience during market downturns, the research note stated.
QuotedData’s analysis highlighted that GOT maintains high exposure to cash and cash equivalents, which are highly liquid assets that can be readily converted to cash with minimal value fluctuation risk.
The research note also pointed out that GOT’s shares currently trade at what it described as an "excessively wide" discount to net asset value, suggesting potential for this gap to narrow as investors become more familiar with the trust.
The information was contained in a research note published by QuotedData, which produces research on various quoted companies.
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