Hedge Fund With $2 Billion Sets Bets on ‘Crazy’ in a Trump World
- Sector now betting on U.S. banks, boosting energy stocks
- Avoiding stocks in consumer staples and discretionary
Investment Strategies Under a Trump Administration
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Buying the losers of the past decade could pay off in a world where Donald Trump is in charge of the world’s biggest economy.
Norwegian hedge fund firm Sector Asset Management, which manages about $1.7 billion, is turning its portfolios around to bet on bank, energy and materials stocks that may thrive as fiscal stimulus is about to be unleashed after years of global austerity.