The flagship fund of the London-based emerging markets
specialist North of South Capital has delivered a 25.3% return
in the first ten months of the year and has steadily built-up
its positions in Chinese equity after taking a relatively
cautious stance on that market for the previous year and a
The approximately $45 million long/short North of South
Emerging Markets Fund was 16.2% long and 5.2% short in the
Chinese market in September, bringing net exposure in those
markets to 10.5%.
The fund invests in equities and bonds across global
emerging markets including Russia,...