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Ayaz Motiwala Benedicte Gravrand, Opalesque London for New Managers:

The S&P Emerging Asia 40, an index providing exposure to 40 leading companies from China, India, Indonesia, Malaysia, the Philippines and Thailand, is up 3.75% year-to-date (YTD), and down 11.7% in the 12 months. A hedge fund that will celebrate its first anniversary in July prefers to invest in the non-leading listed companies in Asia, and is prepared to hold long term positions. So far, it is in positive territory.

The Amala Emerging Asia Fund was launched in July 2015 and is domiciled in the Caymans. The investment manager is Cayman-based Amala Capital Management, and the sub-manager is Hong Kong-based Nivalis Partners, which was incorporated in 2013.

Ayaz Motiwala, who joined Nivalis in 2014 as portfolio manager from Samena Capital, spoke to Opalesque about the fund, which has returned about 2% YTD and close to 1% since inception (to end-April).

  Opalesque: You invest in growth companies in Asia. Does it include private equity?

  Ayaz Motiwala: We invest only in listed companies. While we are not restricted on any country in Asia, our focus is primarily on four countries; India, Indonesia, Thailand and Hong Kong/China. We may also own a few stocks i......................

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