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Komfie Manalo, Opalesque Asia:

Global alternative investment specialist Man FRM, a unit of Man Group, is currently very interested in three broad themes, namely emerging markets, fixed income relative value, and quant strategies, said Osvaldo Canavosio, head of research at Man FRM during the latest Opalesque Roundtable New York.

With regards to emerging markets, Canavosio said he does not see the sector so much as an asset class, but rather as a subset of idiosyncratic markets, with historically uncorrelated sources of returns which provide a distinctive opportunity set for hedge funds to operate in.

He said, "I therefore view emerging markets as a potential multi-dimensional opportunity. Some of these dimensions are countries, asset classes, strategies and managers. There are a multitude of countries within emerging markets that each has their own stories, some of them quite idiosyncratic and uncorrelated to each other. Then there's the added dimension of asset class when you can trade equities, fixed income and FX in those different countries. Thirdly, you can also trade these different countries and asset classes with different strategies. This could be a macro strategy, an event-driven strategy or a quant approach."

He added that hedge fund manager skills can be easier to monetize in emerging markets than in developed markets......................

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