September saw markets in full 'risk on’ mode,
and a number of Asia funds posted very solid returns for the
month. For many this helped to fuel strong third-quarter
numbers, and over the year to date the figures are, on
aggregate, reasonably strong.
One of those that did well last month was Red Cobra, managed
by Celina Lin and Aadil Ebrahim, which gained 8.8% on the month
taking third-quarter numbers to 7.78%. On...