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Matthias Knab, Opalesque for New Managers: Singapore-based Gembridge Capital Management (GCM) is gearing up to relaunch its flagship GCM Global Fixed Income Alpha Fund this quarter. The firm, incorporated in 2024 and recently awarded an In-Principle-Approved CMS licence by the Monetary Authority of Singapore, is positioning itself as a specialist bridge into global emerging markets. The Cayman-domiciled fund will mark the cornerstone of its platform.
Founder and CIO Desmond How is a familiar name to many institutional allocators. Over more than two decades at PGIM, Nomura, and most recently GaoTeng Global Asset Management, How has built a reputation for generating alpha in global emerging market long/short credit. At GaoTeng, he delivered annualised net returns of roughly 8% with low market correlation and a Sortino ratio above 1.5x, earning accolades including Preqin's #1 APAC Hedge Fund (1H2024), Bloomberg's Best Credit Hedge Fund (2022), and The Hedge Fund Journal's "Tomorrow's Titans" recognition in 2022.
Trillion-dollar opportunity set in EM USD credit
How and his team see a "trillion-dollar opportunity set" in EM USD credit. The asset class has expanded rapidly over the past decade, surpassing $4 trillion in combined corporate and sovereign issuance across more than 70 countries. Liquidity is now comparable to U.S. high yield, but ...................... To view our full article Click here
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