Star Fund Managers

The confluence of three recent trends have got us thinking about what it might mean to be a ‘star’ fund manager in 2025 and beyond:

1. Interest in Targeted Support. The imminent Advice Guidance Boundary Review could see ‘Targeted Support’ becoming a more popular option, with 50% of financial advisers reviewing their client base for potential segmentation, according to a recent Dynamic Planner Survey
2. The arrival of PISCES (Private Intermittent Securities and Capital Exchange System), the new sandbox market for periodic secondary trading of private company shares.
3. The ascendancy of horoscopes. TikTok has over 4.5m videos tagged ‘astrology’ as of January 2025, and spending on astrology-related products is projected to almost double from $12.8 billion in 2021 to $22.8 billion by 2031, according to Oxford Brookes University

By bringing these three things together, we believe that we can provide ‘Targeted Support’ for people reconsidering their investment strategy, via the medium of Horoscopes.

Obviously, none of what follows is either advice or guidance.

♈ Aries (Ram): March 21–April 19 - Ambitious climbers like you could do well to remember the power of long-term value investing to return mountain-high compounding.

♉ Taurus (Bull): April 20–May 20 - Bull by name, bullish by nature. Look for those momentum signals to identify potential holdings that will lead the charge.

♊ Gemini (Twins): May 21–June 21 - Doubling down on your strategy and increasing your exposure to generative AI stocks could lead to significant changes in your fortunes.

♋ Cancer (Crab): June 22–July 22 - With Saturn in transit consider moving sideways into adjacent verticals and markets in the healthcare space to further diversify your portfolio with additional arms and legs.

♌ Leo (Lion): July 23–August 22 - Does pride come before a fall? Now isn’t the time to rush to follow the latest tech trends and instead focus on strengthening your core holdings.

♍ Virgo (Virgin): August 23–September 22 - With mercury in retrograde you need to keep an open-mind about how best to position your portfolio. Don’t rush into any decisions and keep your powder dry.

♎ Libra (Balance): September 23–October 23 - Rebalancing your portfolio couldn’t come at a better time. Trim your leaders to take some profit and reinvest that in your next growth idea. Don’t forget to review the fundamentals and check for a strong balance sheet.

♏ Scorpio (Scorpion): October 24–November 21 - It’s well worth exploring options off the beaten path and increasing your exposure to private markets. Just watch out for the potential sting in the tail.

♐ Sagittarius (Archer): November 22–December 21 - As Venus is in the ascendancy now is the perfect time to be hunting for profit. Consider increasing concentration in your strongest small cap holdings to target potential gains.

♑ Capricorn (Goat): December 22–January 19 - Although you might be tempted to cut your losses, it’s worth remembering the original motivations for your investment case and remaining stubbornly invested to avoid crystallising the losses.

♒ Aquarius (Water Bearer): January 20–February 18 - Is it time to consider further diversification, diluting your exposure to markets that look like they may overheat and become steamy?

♓ Pisces (Fish): February 19–March 20 - Keep an eye out for potentially lucrative floats on the market, and your portfolio certainly won’t flounder.

For a more considered approach to segmentation and Targeted Support, or to discuss other emerging trends you might look to capitalise on, or just to get a personalised star reading, get in touch. If you do, I see great things in your future…