- Created: Tuesday, 26 May 2020 00:22
Saxe Coburg specialise in alternative investment strategies. Our clients have been invested in the Maga Smaller Companies fund since August 2011. So far in 2020 this fund is up 7.1% versus a fall of -18.5% for the MSCI Europe index, bringing returns from inception in April 2004 to 229% versus the market's 150%. Manager Andrew Gibbs was outstanding in 2008 and now again in 2020. In Maga's March quarterly newsletter he explains the signs which led to his defensive positioning ahead of the March meltdown, and some insights of what may lie ahead.