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Alternative Market Briefing

Hyphen’s long/short equity hedge fund (38.8% in 2012) positioned to profit from coming emerging market storm

Monday, January 21, 2013

Benedicte Gravrand, Opalesque Geneva:

The portfolio manager of Hyphen’s long/short equity hedge fund believes there is a lose-lose situation for emerging market investments, which presents tremendous opportunity.

Hyphen Partners L.P. was up 38.8% in 2012 (compared to 16% for the S&P500 index and 8.21% for the Dow Jones Credit Suisse Long/Short Equity Hedge Fund Index), after returning -16.6% in 2011, 8.6% in 2010 and 25.8% in 2009. The $9.2m fund, which was launched in January 2009, is a concentrated long/short equity vehicle that invests in highly liquid securities typically over a three-five year time period, and regularly takes positions in macro and credit markets.

According to the fund’s latest monthly report, it identifies and captures large opportunities in publicly traded securities, which include (1) valuation discrepancies in companies misunderstood or underappreciated by Wall Street, (2) uneconomic selling deriving from corporation actions (restructuring, spinoffs, carve-outs) that temporarily depresses price and misdirects perceptions of long-term value, and (3) macroeconomic cycles misunderstood by the consensus.

Vijai Mohan, founder of San Francisco-based Hyphen Fund Management LLC and portfolio manager of the fund in question, told Opalesque that the fund is generally positioned along ......................

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