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How business cycle funds are shaking up the game in sectoral investing

  • Business cycle funds are a new breed of investment vehicles that allocate capital based on a sector's current position within the economic cycle.
  • These funds aim to enhance returns by capitalizing on sector-specific growth opportunities and adjusting portfolios according to evolving economic trends.
  • Business cycle investing offers advantages such as early allocation to growing sectors and agile investment across market caps.
  • By understanding sector-specific cycles and making agile investment decisions, business cycle funds can help investors navigate market volatility and unlock alpha opportunities.

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