“I use an ETF that does have a balance of currency hedging… GHHF… has a balance of 30% of the global equities being currency hedged”
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Said on Equity Mates Investing Podcast
“We've been overweight for a couple of years, but we've just paired that back… to a neutral setting… 30% currency hedged”
Equity Mates Investing Podcast · Hedging explained, is it worth the fees and when it makes sense with Cameron Gleeson
Play from 23:36
23:36
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What was described
overweight currency-hedged exposures for a couple of years, then moved back to a neutral 30% hedged setting
30% after previously being overweight (unspecified higher %)
Said nearby on the same subject
“We manage multi-asset portfolios… strategic asset allocation of 30% currency hedged… based on a view that the Australian dollar is probably about fair value”
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Said on Equity Mates Investing Podcast
“We look at our fundamental hedge funds and their net exposure to the markets… US specific fundamental long-short clients today, their net length is in the north percentile on a one-year look back”
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Said on The Markets
“We built a set of ETFs, a set of beta exposures and a set of smart beta exposures… today we're the fifth largest ETF manufacturer in the world.”
SM
Schwab Asset Management
Masters in Business ·
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