This issue of Asia Pacific Intelligence opens with an interview with the long/ short equities specialist at one of the largest fund of fund groups in Asia, SAIL Advisors. Candy Cheung outlines what she looks for in Asian and global long/ short managers and emphasises that she likes smaller funds.
Other stories this month include news from the front line from Pelargosâ€™s Michael Kretschmer on dealing with the volatility in Japan from his perspective as a long/short Japanese equity manager. We also have an update on Gilbert Tse, first featured in Octoberâ€™s Asia Pacific Intelligence, who has become head of Asia for Lyxor, and an interview with Jeffrey Yap, ex-Mizuho credit strategies manager who is setting up his own hedge fund.
Looking to Australia, Zenith debates the perceived costs of funds of funds, while Stratton Capitalâ€™s Andy Seaman predicts the Aussie dollar/renminbi link will be the first of many and what it means for Australia.
In our legal piece we have a detailed note on what AIFMD means for Asian hedge fund managers.
Enjoy the June issue of Asia Pacific Intelligence and do bring me your news,
About the editor - Based in the UK, Beverly Chandler has been a specialist hedge fund journalist and editor for many years. She has written extensively for the national newspapers, including the Financial Times, trade papers and established a number of hedge fund magazines and newsletters. She has also written a series of books on the subject, including Managed Futures - An Investor's Guide for Wiley Financial, and Investing with the Hedge Fund Giants, from Pearson. Beverly was the European editor for MAR Hedge from 1996 to 2000, the years when a great number of the hedge fund manager star names of today were starting to build their businesses. She was awarded the Rose Baratz journalism award by AIMA in 1992.
Beverly has also worked extensively in the hedge fund conference industry, chairing and filming interviews at events for the GAIM conferences among others.
This article was published in Opalesque's Asia Pacific Intelligence our monthly research update on alternative investments in the Asia-Pacific region.