Wed, Jan 18, 2017
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Opalesque Radio

Hedgegate Series I: Analysing Asian Hedge Fund Performance and the Investment Landscape
Radio Feature 72: Lanny Lim in Conversation with Sona Blessing
 
Thursday, May 02, 2013

radio 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 ...

 Download this feature as MP3 (6.38 MB)

 
Listen to the complete feature
Hedgegate Series I: Analysing Asian Hedge Fund Performance and the Investment Landscape

Duration: 06:58 

  logo

Or listen to selected sub-features
  • Q1 - Given that investing in Asia can be a roller coaster ride - can you share investment insights based on your experience and expertise?

    Duration: 00:45 


  • 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?

    Duration: 01:11 


  • Q3 - How liquid can Asian markets be?

    Duration: 00:32 


  • 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?

    Duration: 01:08 


  • Q5 - Is the pool of Asian hedge fund managers growing?

    Duration: 00:44 


  • Q6 - Why and where have you spotted performance potential in the Japanese market?

    Duration: 00:56 


  • 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?

    Duration: 01:42 



Radio Link
  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. The Big Picture: The case for emerging market debt in 2017[more]

    Benedicte Gravrand, Opalesque Geneva: Emerging market (EM) assets outperformed in 2016 mainly because of stronger fundamentals and an improving international environment, with GDP picking up speed, leading to positive earnings revisions for the first time in five years,

  2. Short Selling - Long-short hedge funds are ditching the shorts to focus on longs[more]

    From Bloomberg.com: What happens when you take the "short" out of a long-short trading strategy? Some hedge funds are about to find out. Equity long-short fund managers, the biggest category in hedge funds, hold the fewest bearish stock bets on record, data compiled by Credit Suisse Group AG s

  3. SWFs - China sovereign wealth fund CIC plans more U.S. investments[more]

    From Reuters.com: China Investment Corporation (CIC), the country's sovereign wealth fund, is looking to raise alternative investments in the United States due to low returns in public markets, its chairman said on Monday. CIC will boost its investments in private equity and hedge funds as wel

  4. Some hedge funds strong start in 2017 nice contrast to 2016[more]

    With the 2016 HSBC Hedge Weekly performance rankings in the books - a year in which the same leader-board entries pretty much dominated unchallenged throughout the year - comes a new leader board that is a hard-scrabble mix of hedge fund styles and categories. What is clear after but a few short wee

  5. Macro hedge funds and CTAs outperform in December on strong dollar[more]

    Komfie Manalo, Opalesque Asia: The last month of 2016 saw risk assets climbing higher, as part of expectations that the new U.S. administration will remove barriers to growth and investment, Lyxor Asset Management said. December also saw the Fed hik