Gartmore Investment Management’s Japan funds
have seen good inflows this year with total assets growing back
above $750 million, as investors look for well experienced,
established hedge fund houses with alpha-generating
capabilities across market cycles in Asia.
"Investors mostly allocate to Asia with a beta mindset and we
have often been penalised for being a Japan manager –
a market that investors have been bearish on for almost 10
years," says John Stewart, Gartmore’s Tokyo-based
star portfolio manager.
"What I say to them is that we are true alpha generators
– it just...