One of the top Asian hedge fund performers last month was
the Henderson Agricultural Fund, which added 4.36% in May,
contributing to a stellar year so far - 27.78%
Wheat-related strategies were behind much of the month's
gains, continuing the trend this year, explains Ian Gibson of
Attunga Capital, the sub-investment manager of the fund.
Agricultural commodity markets are subject to a range of
distortions, and a greater number can be found in wheat markets
at the moment, hence the managers' high-conviction plays on
The fund has...