Mon, Jun 29, 2026
A A A
Welcome Guest
Free Trial RSS pod
Get FREE trial access to our award winning publications
Alternative Market Briefing

Top performing hedge fund Gondor Capital thinks Trump will be good for U.S. economy

Tuesday, January 10, 2017

Komfie Manalo, Opalesque Asia for New Managers:

Gondor Capital Management, the New York-based hedge fund manager, has had a good year in 2016. Portfolio Manager Vincent Au said that the firm's two hedge funds were both up: The domestic Gondor Partners LP posted a strong 26.53% in 2016 (+1.64% in December) while the offshore fund Gondor Funds LTD was up 26.85% during the same period (+1.78% in December).

"I have been consistent in employing the same strategy for both funds," Au told Opalesque. "I invest in U.S. listed equities with an options overlay. There wasn't any one [particular] area I focused on. The strength of my strategy is research as well as the execution. By being focused on only what I do best and not deviating has also been very beneficial."

Since inception in July 2013, the Gondor Partners LP and the Gondor Funds LTD generated 64.25% and 37.52% returns respectively.

Au believes there are two specific two internal factors that assisted in the growth of Gondor's funds in 2016. One is experience, Au said, and explained that every investment and trade he does has a lineage behind it.

"The trade I see and may execute today may have had the same elements of a prior trade which I recognize. That prior trade's result could have been a gain or a loss but there was a lesson to be learned and my responsibility is to retain that information. I absolutely b......................

To view our full article Click here

Previous Opalesque Exclusives                                  
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Other Voices: Nvidia extraordinary growth and the challenge of sustaining demanding valuations over time[more]

    Antonio Di Giacomo, Senior Market Analyst at XS.com, writes: Nvidia has established itself as one of the most extraordinary growth companies in the global technology sector. Over the past two fiscal years, its revenues have risen from levels close to $60 billion annually to well above $120 billi

  2. Secondaries take center stage: What the 2026 PE landscape means for GPs and investors[more]

    Matthias Knab, Opalesque for New Managers: The 2026 edition of Dechert's Global Private Equity Outlook - "Signs of a Gradual Thaw" - marks a notable shift in industry sentiment. After years of compr

  3. And, finally: Time to share it with the people[more]

    From Newsoftheweird: Leavenworth, Washington, has become a tourist destination because of the Bavarian theme businesses have adopted there, NPR reported. One shop, the Leavenworth Nutcracker Museum, houses the world's largest nutcracker collection, thanks to 101-year-old Arlene Wagner. Wagner sta

  4. Opalesque Exclusive: Private Markets Evergreen Funds - An Insider's View[more]

    Matthias Knab, Opalesque for New Managers: Private Markets Evergreen Funds: What Investors Need to Know Before They Dive In The democratization of private markets is well underway. Structural barriers t

  5. Opalesque Exclusive: Governance, Scale, and Boutique Resilience in a Consolidating Hedge Fund Industry[more]

    Matthias Knab, Opalesque for New Managers: The hedge fund industry has undergone significant consolidation in recent years, with capital increasingly concentrated among large multi-strategy platforms. Yet boutique m