Thu, Jan 19, 2017
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

The Asian hedge fund industry continues to evolve, mature

Tuesday, October 15, 2013

amb
Stephane Pizzo
Bailey McCann, Opalesque New York:

Stephane Pizzo, the founder of Lotus Peak Capital in Singapore is a veteran of the Asian hedge fund industry. He has worked at banks, family offices, and launched his own fund based on his research skill. To do that, he works with his clients to find managers that will meet their specific needs. "Our job includes on-site visits, research, and in the end monitoring investments on behalf of the client," he explains in a recent Opalesque TV interview.

According to Pizzo, the Asian hedge fund landscape is continuing to evolve and mature. "It is now possible to short equities across the region, it’s not always liquid but at least it’s possible," he says. However, there is still more to do.

"The research provided by brokers and investment banks on Asian companies is still very, very limited. In 2013, we estimate that around 75% of listed equities in Asia have no coverage whatsoever. So you end up with a situation where you have some very large companies that are well covered by an analyst and then everything else is a mystery in a sense."

Pizzo looks for these "underground" managers in cities, and satellite countries. These managers are then going door to door to evaluate companies on their own and determine what, if any, opportunities there are.

"The choice of long/short managers is mu......................

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. Investing - This hedge fund made 37% betting on banks in 2016 and remains bullish after the Trump rally, Hedge fund legend David Einhorn is making a big bet on GM, After impressive 85% return in 2016, hedge fund looks to Canadian gold producer, small banks[more]

    This hedge fund made 37% betting on banks in 2016 and remains bullish after the Trump rally From Forbes.com: Can bank stocks continue to rise after a 28% surge in the KBW Bank Index in 2016, fueled by a post-election rally as stock pickers returned to the beaten down sector? Forget the s

  2. SWFs - China sovereign wealth fund CIC plans more U.S. investments[more]

    From Reuters.com: China Investment Corporation (CIC), the country's sovereign wealth fund, is looking to raise alternative investments in the United States due to low returns in public markets, its chairman said on Monday. CIC will boost its investments in private equity and hedge funds as wel

  3. Some hedge funds strong start in 2017 nice contrast to 2016[more]

    With the 2016 HSBC Hedge Weekly performance rankings in the books - a year in which the same leader-board entries pretty much dominated unchallenged throughout the year - comes a new leader board that is a hard-scrabble mix of hedge fund styles and categories. What is clear after but a few short wee

  4. Macro hedge funds and CTAs outperform in December on strong dollar[more]

    Komfie Manalo, Opalesque Asia: The last month of 2016 saw risk assets climbing higher, as part of expectations that the new U.S. administration will remove barriers to growth and investment, Lyxor Asset Management said. December also saw the Fed hik

  5. Opalesque Exclusive: Roxbury credit events UCITS gathers more assets[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: The Roxbury Credit Events Fund, launched in September 2015, was up 4.24% in 2016, having returned seven positive months during the year. The managers raised