Annual Overview from QuotedData

Pacific Horizon Investment Tst PLC

07 December 2023

 

 

Pacific Horizon - Annual overview from QuotedData

7^th December 2023

Consistent growth and quality growth

Despite the significant headwinds that have faced both Asia and growth strategies during the last 12 months, Pacific Horizon's (PHI's) net asset value (NAV) has held up so that its long-term track record of outperformance versus peers (see pages 20 and 21) remains intact.

Its portfolio appears to continue to offer strong growth prospects, but it still appears to be cheap when compared to its history.

With signs that interest rates have peaked, particularly in the US, there is potential both for a rerating of its underlying holdings and a narrowing of its above long-term average discount. The managers have been adding to China to take advantage of what they believe is an extreme valuation opportunity.

Full Research:

https://quoteddata.com/research/pacific-horizon-consistent-growth-quality-bias-qd/

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NB: Marten & Co was paid to produce this note on Pacific Horizon Investment Trust Plc and it is for information purposes only. It is not intended to encourage the reader to deal in the security or securities mentioned in this report. Please read the important information at the back of this note. QuotedData is a trading name of Marten & Co Limited which is authorised and regulated by the Financial Conduct Authority. Marten & Co is not permitted to provide investment advice to individual investors categorised as Retail Clients under the rules of the Financial Conduct Authority.

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