Mon, Mar 27, 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. Hedge fund liquidations in 2016 surpass 2009 levels, new launches decline[more]

    Benedicte Gravrand, Opalesque Geneva: Even as the hedge fund industry's total assets exceeded the $3tln milestone last year, hedge fund liquidations increased. So much so that 2016 had the highest number of liquidations since 2008, claims the latest HFR Market Microstructure Report, re

  2. Hedge funds find no joy in macro as returns lag Trump rally[more]

    From Gulfnews.com: In 2017, macro hedge funds were expected to shine. So far? Not so much. It's been a far from impressive first two months for funds that trade around macroeconomic events. Discretionary funds rose just 0.3 per cent through February, according to Hedge Fund Research Inc., while the

  3. Strategies - Billionaire investor Marc Lasry shares how he's playing markets right now, Classic models are failing FX hedge funds desperate for return[more]

    Billionaire investor Marc Lasry shares how he's playing markets right now From CNBC.com: Buy on the prospect of deregulation. Sell on the enactment of deregulation. That's the strategy that billionaire investor Marc Lasry is implementing, according to an interview with CNBC in Las Vegas

  4. Opalesque Exclusive: Aberdeen makes the case for the lower mid-market[more]

    Bailey McCann, Opalesque New York: Aberdeen Asset Management has released a new paper focused on lower mid-market private equity. According to the paper, this segment of the private equity market is gaining popularity with private equity investors that are looking for multiple expansion and less

  5. Hedge funds await outcome of French elections, feel pinch on lower oil prices & weak dollar[more]

    Komfie Manalo, Opalesque Asia: Hedge funds felt the pinch of lower oil prices and weak U.S. dollar as the Lyxor Hedge Fund Index was marginally down as of the week ending 14 March, Lyxor Asset Management said in its Weekly Briefing. The Lyxor He