Wed, Oct 1, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Asian and emerging market hedge fund specialist detects a whiff of bullishness

Monday, March 04, 2013

Beverly Chandler, Opalesque London: Whisper it, but if GFIA’s Peter Douglas thinks 'the smell of bullishness is in the air’ then things must be improving in the Asian and emerging market hedge fund world. Douglas comments that after four long lonely years of researching boutiques in Asia and the emerging markets, he sees managers beginning to raise money.

He writes: "A tiny Asian small-cap equity manager has just hired a new senior CEO to manage its growth. The longest-standing Thai equity fund, (Quest – reported in Opalesque here), out there has just closed its low-fee fund to investors and is channelling new money into a higher-fee class."

Douglas filtered one week’s worth of manager notes sitting in his in-box, screening out those that require an internet connection to read and those that, 'with Solomonic wisdom, don’t make market or performance forecasts, or were equivocal’ and came up with the following prognostications:

  • "we are quite optimistic this will be a good year for markets" – middle east specialist
  • "we view the future quarters with confi dence and expect strong returns" – turkey specialist
  • "expect more price stability" – Japan credit specialist
  • "maintained slightly long exposure" – Japan market neutral manager
  • "our market continues attractive relative to US$ and we’re......................

    To view our full article Click here

Banner

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. Legal - Court throws out lawsuits related to Fannie Mae, Freddie Mac profits, Insider case by SEC is a step removed from Herbalife itself, SEC grants Citigroup waivers, easing hedge-fund curbs[more]

    Court throws out lawsuits related to Fannie Mae, Freddie Mac profits From WSJ.com: A group of Wall Street investors on Tuesday suffered a blow in their attempts to sue the federal government over their treatment of the shareholders of mortgage finance giants Fannie Mae and Freddie Mac af

  2. Launches - Goldman Sachs Asset Management launches GS Long Short Fund, Western & Southern launching international hedge fund, Lansdowne Partners plans energy hedge fund, RBC Global Asset Management launches new RBC Funds (Lux) - Asia Ex-Japan Fund, PVE Capital latest credit strategy to launch on the Sciens managed account platform[more]

    Goldman Sachs Asset Management launches GS Long Short Fund From Marketwatch.com: Goldman Sachs Asset Management has announced the launch of the Goldman Sachs Long Short Fund, which pursues high conviction investment ideas in global equity markets through a fundamental, bottom-up approach

  3. CalPERS’ move might alter hedge fund fees for good[more]

    Benedicte Gravrand, Opalesque Geneva: When CalPERS, the California Public Employees’ Retirement System, announced on September 15th that it was unwinding its hedge-fund portfolio, it was seen by many as is a significant blow to the sector’s appeal. The Fund is

  4. Opalesque Exclusive: Institutions eye private credit over traditional fixed income[more]

    Bailey McCann, Opalesque New York: Investing in private insurance, realty tax receivables, or investment-grade short-term accounts receivable may not spring to mind as a means of mitigating risk in a portfolio, but one firm, New York-based BroadRiver Asset Management is out to change all that. Th

  5. Short-term trading quant fund beats S&P since '09[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: A relatively new multi-strategy, market-neutral quantitative hedge fund has managed to outperform the S&P500 and the HFRX Global since 2009. New Jersey-ba