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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......................

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