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Opalesque Exclusive: GLS`s global and emerging markets funds recover in April
GLS`s emerging markets and global opportunities funds recovered in April, each returning +4.29% (est.). Year to date, Global Opportunities lost -4.87% (est.) while Emerging Markets is down -7.78% (est.).
GLS`s top investment theme continues to be the resource-rich regions of the world with dynamic growth and strong leadership, the GCC being their largest exposure for those reasons, according to GLS`s Kristi Jernigan. In addition, they have a 15% exposure in Russia as it should play catch-up with other commodity-based markets in the months ahead. They are also finding tremendous opportunity in Latin America.
Other regions that are offering attractive valuations are China and Turkey. As stability slowly returns to the capital markets, GLS`s portfolio is becoming more globally diversified, and they expect this process to continue in the months ahead. Corporate website:
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Opalesque Exclusive: Enhanced Investment Products` Overlay Fund up 9.49% YTD, 35.4% over 12 months
The first four months of 2008 has shown an encouraging start to the year for Hong Kong based asset management firm, Enhanced Investment Products Ltd, EIP, with results for its Overlay Fund being up 9.49% YTD at the end of April. Outperforming most of its peers, the EIP Overlay Fund is currently one of the top performers within the mark...................... To view our full article Click here
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