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Alternative Market Briefing

Demand for Japan hedge funds both slow and fast at the same time
Thursday, January 12, 2017

Komfie Manalo, Opalesque:

The demand for Japan hedge fund is both slow and fast at the same time, said Alex Kinmont, CEO of Milestone Asset Management. Speaking at the latest Opalesque Japan Roundtable, Kinmont pointed out that the big U.S. endowments have scarcely moved into Japan, with the exception of allocations to activists, "so that's where you have the fast and slow".

Kinmont further explained, "Activists have the fast money and everybody else is scrapping over smaller and slow to move allocations. Europe and Asia have had their own issues. Asia will continue to suffer probably from a stronger dollar, and Europe really looks a mess. UCITS formats are good for long-only strategies but regulations and costs are quite unfriendly to hedge fund strategies."

He added that he is not optimistic that there will be a lot of demand for hedge funds from Europe: "My hope is that U.S. allocators will diversify beyond activists."

Pent-up demand for Japan managers as universe has been shrinking

However, Rory Kennedy, COO of Rogers Investment Advisors, said from his perspective he still sees significant demand for Japan-dedicated managers with good track records.

Kennedy explained that going back 10 years, Japan was seen as a strategic allocation......................

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