Ten Cap Shifts Focus to Miners

Ten Cap Shifts Focus to Miners

Ten Cap portfolio manager Jun Bei Liu has decreased the hedge fund’s allocation to the technology sector, opting for investments in mining companies. This strategic shift comes after a significant sell-off in growth stocks negatively impacted the fund’s returns. Ten Cap is a Sydney-based firm that manages investment portfolios. Its Alpha Plus Fund lagged the Australian sharemarket by 1.4 per cent in January. The move follows a challenging period…

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Australian investment manager Ten Cap is pivoting toward mining stocks as it seeks to capitalize on commodity price dynamics and resource demand. The strategy shift reflects growing interest in materials tied to energy transition and infrastructure spending. The firm believes select miners offer att... Article link