Boyer Allan China sees healthy growth

Wed Jul 20, 2011

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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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