Mon, Aug 29, 2016
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Quest's Greyhound Asia Fund returns 6.9% in 2012

Monday, January 14, 2013

Precy Dumlao, Opalesque Asia – Asia ex-Japan hedge fund Greyhound Asia Fund, which is managed by Doug Barnett's Quest Management's Sergej Belozerov, posted positive gains of 6.9% in 2012 compared with the MSCI Asia ex-Japan Index which gained 19.4% last year.

In a letter, Barnett said Greyhound achieved positive performance last year while holding mostly cash during the critical European uncertainties during the late spring, protecting shareholder capital. He added that 2012 was a very challenging year for the markets because of uncertainties from the U.S., EU and China.

Since the beginning of the fund’s track record in August 2010, Greyhound is now up 27.4% while the MSCI Asia ex-Japan Index is up 12.0% and the average Asian hedge fund (Eurekahedge Asian Index) is up 10.2%. The Eurekahedge Asian Index, posted 9.69% gains last year while the HFRX Asia ex-Japan Index gained 6.22% during the same period.

"Similar to our flagship Thai Focused Equity Fund, which made over 4,375% or 18.2% IRR in 23 years, the Greyhound Asia Fund runs a concentrated portfolio with a fundamentally driven, bottom up investment approach," Barnett said.

He added that the fund believes that the markets have passed the critical period of uncertainty in the US, Europe and China. ......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Strategies - The 'Holy Grail' hedge fund strategy to handle a black swan the size of World War I, Hedge funds get more pushback on terms as enthusiasm for strategy wanes[more]

    The 'Holy Grail' hedge fund strategy to handle a black swan the size of World War I From IBTImes.co.uk: To illustrate a strategic gap common to today's portfolio managers, George Sokoloff, PhD, founder and CIO at Carmot Capital, proposes an interesting thought experiment – a breakdown of

  2. Institutional investors - Investors set to increase allocation to private debt, With investment income key, Richmond retirement system faces funding challenges[more]

    Investors set to increase allocation to private debt Investors are set to increase their allocation to private debt, with 60% revealing they believe the private debt market will grow over the next 12 months, according to a new study by Elian, a leading funds services provider. 41%

  3. Investing - Hedge funds snap up banks, unload Apple, Some of hedge funds' favorite stocks are finally starting to beat the market, Einhorn's Greenlight shifts positions, Treasury yield climbs to two-month high as Fischer joins hawks, 9 stocks smart investors put their money in last quarter[more]

    Hedge funds snap up banks, unload Apple From Barrons.com: Prominent hedge funds have a newfound love of big banks, and some have a distaste for shares of Apple, regulatory filings released last week show. The filings suggest that the funds have been pivoting their portfolios in recent mon

  4. Chesapeake energy seeks $1 billion loan to refinance debt[more]

    From Bloomberg.com: Chesapeake Energy Corp. is seeking a $1 billion loan as the company battered by cratering fuel prices and credit downgrades takes a step to address its $9 billion debt load. The natural gas producer hired Goldman Sachs Group Inc., Citigroup Inc. and Mitsubishi UFJ Financial Group

  5. Institutions - Nordic pension funds magnify focus on unlisted and direct investing, building up teams[more]

    From IPE.com: As bond yields remain at low or negative levels, pension funds and other institutional investors in the Nordic region are stepping up efforts to find higher returns by adding more unlisted investments to portfolios and are expanding in-house teams in order to do this, according to new