23.05.2012 Opalesque Exclusive: Kaizen: Alpha generation is about underlying fundamentals, not short term market movement
By Komfie Manalo, Opalesque Asia:

Houston, Texas-based Kaizen Management LP is not concerned with short-term market movements, knowing that the markets can be irrational at times but eventually normalizes over the long-run. Instead, the long-term oriented hedge fund firm believes in the underlying fundamentals in the businesses it has exposure to when looking at alpha generation.

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