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From the Opalesque team: So what are the strategies that the isolated, yet well-performing and independent hedge fund managers of New Zealand follow? Some expect imminent large global market moves that they are ready to pounce on, and also see opportunities in serial correlation, volatility and Kurtosis. Others benefit from the many undervalued companies in the region, some are trying their hands at global commodities, while many still have a strong focus on Asian markets. And registering with various foreign regulators is also practised as a smart strategy for attracting investors.
At the recent Opalesque New Zealand Roundtable (report here), Mark Sleeman, the director of MS Capital Management Ltd, a CTA based in Auckland, said he sees a secular reluctance across western societies to "admit they cannot just keep borrowing their way out of trouble," and thinks something has got to give somewhere. The large market moves that would come up if (and when) that happens would suit his strategies.
Quantitative managers think there is a massive opportunity right now in the things they trade, namely kurtosis, serial correlation and volatility, said Anthony Limbrick, CIO of Pure Capita...................... To view our full article Click here
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