Lanny is a portfolio manager at SAIL Advisors, one of Asia’s leading hedge fund research and investment specialists. He has almost two decades of experience in the Asia Pacific capital markets. Prior to SAIL, he was a Partner and Senior Analyst at Austral Capital Ltd., a multi-strategy hedge fund. Amongst others he has been Global Head of Emerging Markets Credit Research at ABN Amro Bank in Singapore.
Featured in the first podcast of our Hedgegate Series, Lanny shares his insights on the Asian hedge fund investment landscape, performance potential in Japan and in Chinese onshore convertible bonds ...
Listen to the complete feature Hedgegate Series I: Analysing Asian Hedge Fund Performance and the Investment Landscape
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Q1 - Given that investing in Asia can be a roller coaster ride - can you share investment insights based on your experience and expertise?
Q2 - In the context of performance, would you say a fund’s size matter - i.e. do smaller Asian hedge funds tend to outperform their larger counterparts? What are your research findings at SAIL on this issue?
And size wise - what is the sweet spot when investing in Asian hedge funds?
Q3 - How liquid can Asian markets be?
Q4 - Can or should one try “timing” an entry into Asian markets and similarly when allocating to Asian hedge funds?
What have been your research findings on this?
Q5 - Is the pool of Asian hedge fund managers growing?
Q6 - Why and where have you spotted performance potential in the Japanese market?
Q7 - Could you tell us a little more about investment opportunities that hedge funds could profit from in Asia?
Presently, why do you believe Chinese on-shore convertible bonds look attractive?