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,...


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