How taking Elmwood's Alpha fund pan-Asia was a liberating decision
Mon Mar 29, 2010
The Alpha Pacific Qualified Partners fund was originally Japan-heavy, but clever stock-picking has allowed it to expand successfully across Asia
The Alpha Pacific Qualified Partners fund was originally
Japan-heavy, but clever stock-picking has allowed it to expand
successfully across Asia
There are few countries that have been more frustrating to a
hedge fund manager than Japan. With that in mind, it is easy to
understand the palpable sense of relief and excitement that
comes across as Chris White describes the evolution of the
Alpha Pacific Qualified Partners fund from a Japan-heavy fund
to one which now invests across the whole of Asia.
"It's been fantastic, remarkably liberating," he says. "It's a
bit of a hackneyed phrase that Japan is a great alpha market,
and it does remain a major market for us, but the alpha ebbs
and flows, and it's great if you are not forced to play every
single hand but can also fold and come back when you're dealt
better cards. If we've got a...
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