June 10, 2025 06:49 AM GMT Australia Macro+ | Asia Pacific Stock Ideas – A "Quantamental Approach" Our analysis highlights favoured and not favoured stock ideas on a monthly basis, based on our quantitative frameworks and our fundamental analysts' recommendations. Quantamental Ideas: Momentum continues to trump fundamentals when it comes to return contribution with our alpha model MOST, which has outperformed for the fourth consecutive month in May. The model has now returned +12.4% (Q1-Q5 TR spread) over t ...

Group 1 - Elle Investments is a small family office focused on identifying asymmetric investment opportunities created by a disconnect between value and market sentiment [1] - The firm employs a "quantamental approach" to manage long-term portfolio risk, aiming to deliver alpha over the long term [1] Group 2 - The article does not provide specific financial data or performance metrics related to the investments or the market [2][3]