Weekly Market Comment – December 3rd

Equity markets are set to start this week in positive territory as the trade dispute between the US and China shows signs of thawing.  This coupled with signs that the federal reserve may be easing off on raising rates is a removal of two of the main factors holding equity markets back.  In Europe there are also signs that Italy is getting closer to agreeing a budget with the European union.  Resolution of this would leave just one major political issue overhanging markets, Brexit.  It will be a key week for Brexit as we move closer to some type of resolution with a vote on the “deal” set for next Monday.  It’s reasonable to expect volatility around sterling and UK domestic equities. 

– Niall Dineen

Chief Investment Officer

What Defines Us

Appian is a leading Irish based and owned asset manager, managing a range of funds which invest globally, to grow and protect our clients’ assets while generating sustainable income.

Established in 2003, we are active managers and all investment activity is carried out in house. Risk management and downside protection is a corner stone of our investment approach. We invest for both retail and institutional investors, delivering and compounding solid returns with low volatility.

Our clients include private clients, pension funds, endowments, charities and corporates.

Investment Style

Our Investments are driven by a focus on Risk and Return

 

Active Management is at the core of our Process

 

We believe in making the big decisions to protect our client’s assets.

 

A Focus on Quality and Valuation underpins all our Investments

 

We invest with a long-term focus

 

We believe in what we do and invest beside our clients

Appian Funds

The Appian Value Fund is a Dynamic multi-asset fund. It has a long track record of low volatility and a focus on long term growth and capital preservation.

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The Appian Ethical Value Fund applies an ethical overlay to the Appian Value Fund.  It has the same focus as the Value Fund in terms of diversification of assets, low volatility in nature and focus on long term growth.

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The Appian Equity Fund is a Concentrated Global Equity Fund.   It is managed through a bottom-up approach, focusing on investing in companies that have strong values and quality characteristics.

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The Appian Liquidity Fund is an active fund which invests primarily in cash deposits with the objectives of achieving appropriate levels of return and preserving the value of the capital

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The Appian Small Companies Opportunities Fund is a Concentrated Equity Fund.   It invests in small and mid cap stocks, targeting well-managed, high quality, cash generative companies capable of delivering sustainable growth over time but who are undervalued.

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The Appian Burlington Property Fund invests in Irish commercial property with a focus on properties in the €5-15 million range with strong tenants and growth potential.

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5 Year Annualised Returns

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Equity Fund

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Small Companies Fund

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Value Fund