ROCIM draws on team strengths to blend macro and micro approach
Mon Feb 22, 2010
Walter Chang and his colleagues have built up an impressive track record with their Asia fund
Walter Chang and his colleagues have built up an impressive track record with their Asia fund. With a mix of top-down and bottom-up tactics, it looks well placed to cover all eventualities
Knowing that something is a good idea is one thing, but being able to put that idea into action is another matter entirely. During his years as an analyst and equity salesman, Walter Chang could see a way to make absolute returns in an Asia ex-Japan bull market and how to preserve capital in a bear market, but Asian hedge funds only began to emerge in the early 2000s, and it took him a few years more to get all his ducks in a row and set up his own fund.
ROCIM (it stands for 'return on capital investment management') came into being in 2007. Chang set up in partnership with two old clients and...
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