Mon, Sep 15, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

The Big Picture: Charlemagne Capital smoothes risk out of frontier market investing with portfolio approach

Monday, July 28, 2014

amb
Dominic Bokor-Ingram
Benedicte Gravrand, Opalesque Geneva:

Opalesque recently talked to one of the portfolio managers of the Oaks funds, which are emerging and frontier market hedge funds focusing on equity long/short with a directional approach. They are run by Charlemagne Capital, a London-based independent specialist fund house established in 2000. Their newest fund is the Oaks UCITS Fund which was launched in September 2013. The offshore Fund which is the Oaks Global Opportunities Fund was launched in November 09; It has annualized 8% since then (till end-May) with a volatility of 8%.

Stefan Bottcher and Dominic Bokor Ingram are the co-portfolio advisers of this fund. They have both invested in emerging markets since the early 1990s. In this conversation, Dominic Bokor Ingram gives us some insight into how the funds manage to navigate such risky markets as frontier markets.

IN this context, the MSCI EFM (Emerging + Frontier Markets) Index is up 8% YTD (to Jul.25th) and up 9.5% in the last 10 years, and the Emerging Markets index is up 7.5% YTD (9.8% last 10 years).

Opalesque: How do you find opportunities?

Dominic Bokor-Ingram: Both Stefan and I, who are the portfolio managers, have been involved in emerging markets for about 24 years. There are very few people in emerging markets who don’t know us and who don’t bring us opportunity when they arise.

In addition, we spend exte......................

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 - Big hedge funds show interest in Alibaba, Maglan joins other hedge funds in rush to Argentinian assets[more]

    Big hedge funds show interest in Alibaba From Hereisthecity.com: …Three other major hedge fund investors who have shown interest in the IPO are Dan Loeb of Third Point, David Tepper of Appaloosa Management and Dan Benton of Andor Capital Management. All three were among the roughly 800 p

  2. Socially responsible investments provide higher yield[more]

    Komfie Manalo, Opalesque Asia: A study by New Amsterdam Partners showed that asset managers with high ESG (environmental, social and governance) ratings provide higher gains with their portfolios compared to managers with low ESG ratings. In a study entitled

  3. Rothschild sees ‘new monetary world’ and recommends hedges[more]

    From Valuewalk.com: Rothschild Wealth Management is concerned about complacency and somewhat befuddled about the potential for stimulus in the Eurozone given the economic indicators. In their September “Market Perspective” report, Rothschild observed that while the risks in the Ukraine and Syria are

  4. SEC charges Minnesota hedge fund manager with fraud[more]

    Bailey McCann, Opalesque New York: The SEC has brought charges against Minneapolis-based hedge fund manager, Steven R. Markusen for bilking investors out of fees and portfolio pumping. According to the complaint, the management fees earned by Archer Advisors LLC were shrinking due to the funds’ w

  5. …And Finally – Immature[more]

    From Newsoftheweird.com: Princeton University professor John Mulvey, 67 (who teaches financial engineering applications), was charged in July with stealing 21 yard signs around the town of Princeton -- signs for a computer repair business owned by a man with whom he was feuding. Nathan McCoy,