North of South Capital emerging markets fund fills up on China

Thu Nov 8, 2012

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 half.

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,...

ISSN: 2151-1845 / CDC10004H

Free Trial

Take a trial today and access

  • Performance news, fund launches, regulation changes and people moves
  • Profiles of fund managers, investors and distributors
  • Live league tables
  • Investor mandates

Popular Searches on HFI