Boyer Allan China sees healthy growth
Wed Jul 20, 2011
The Boyer Allan Greater China Fund ended the month up 3.49%,
thanks to a bearish stance going into the month with gross
exposure taken down by 15% to below the 100% mark, says Boyer
Allan Investment Management’s Andy Li.
The fund shorted some high-valuation and high-beta names to
hedge the portfolio, and...
ISSN: 2151-1845 / CDC10004H
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