Sydney-based Canning Park Capital, an Asia including Japan long/short strategy run by former AlphaGen Capella and Goldman Sachs veterans, has generated a strong 19% return in its first 10 months of trading, following a low-profile start in September 2010.
The gains were mostly accrued from trading large-cap names in Hong Kong, Korea, China and Australia. Portfolio managers David Thompson and Jason Rich differentiate the strategy by...