Wed, Oct 7, 2015
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Theodore Shou claims 'abundant opportunities’ for China-focused hedge funds

Tuesday, March 25, 2014

Komfie Manalo, Opalesque Asia:

There are "abundant opportunities" for China-focused hedge funds and the sector is headed to continue outperforming its peers, said Theodore Shou, Hong Kong-based chief investment officer at fund of hedge fund manager, Skybound Capital.

He told, "Nowadays, investors are flooded with negative news on China: concerns of a financial crisis, a property bubble, and so on. But we actually see abundant opportunities in China."

He noted the current thrust of China’s new leader President Xi Jinping who has accepted a slower growth rate of about 7% for a more sustainable future. China-focused hedge funds delivered 16.1% gains in 2013 compared to 0.1% registered by the Hang Seng Index. The average hedge fund returned 8% in 2013, according to Eurekahedge.

Eurekahedge added Asian managers outperformed their global peers last year as Greater China focused hedge fund managers delivered their sixth consecutive month of positive returns, up by 1.39%. The Eurekahedge Asia ex Japan Hedge Fund Index gained 13.47% for the year, outperforming the MSCI Asia ex Pacific.

Shou went on to say, "Such performance dispersion between hedge funds and the market is nothing new. It was in e......................

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. U.S. hedge funds prepare for worst finish this year since 2008[more]

    Komfie Manalo, Opalesque Asia: U.S.-focused hedge funds are preparing for their worst year since the 2008 global financial crisis, following a series of letdown including the market sell-off in August and the sell-off in healthcare and biotechnology sectors last month, reported

  2. Investing - AQR Capital and Renaissance Technologies raise stakes in Southwest Airlines[more]

    From In the previous part of this series, we saw how institutional investors played Southwest Airlines (LUV) in 2Q15. Now let’s move on to the trades executed by key hedge funds in Southwest Airlines over the same period. … Most of the hedge funds that had significant exposu

  3. DoubleLine’s Jeffrey Gundlach warns of another round of market shakedown[more]

    Komfie Manalo, Opalesque Asia: DoubleLine Capital co-founder Jeffrey Gundlach is painting a bleak future as he warned that the U.S. equity market and other risk markets, such as high-yield "junk" bonds, are facing another round of selling pressure. Gundlach said in an interview with

  4. A hedge fund strategy that seems to have fizzled[more]

    From The hedge fund strategy that has attracted the most money this year is on course to cause some of the biggest losses for investors, in the latest example of the dangers of going with the crowd. Institutions and individuals have piled an estimated $20 billion (Dh73 billion) into ma

  5. Hedge fund Barnegat survives September’s market selloff[more]

    Komfie Manalo, Opalesque Asia: Bob Treue’s $679 million Barnegat Fund proved resilient after another month of market letdown as the hedge fund gained 2.2% last month, bringing its year-to-date gains to 2.8%. Treue said in his monthly report to i