North of South Capital emerging markets fund fills up on China

Mon Nov 19, 2012




Mark Watson
The flagship fund of the London-based emerging markets specialist North of South Capital has delivered a 25.3% return in the first 10 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 $45 million or so long/short North of South Emerging Markets Fund was 16.2% long and 5.2% short in the Chinese market...

ISSN: 2151-1845 / CDC10004H

TAKE A FREE TRIAL

The full contents of this article are available to active AsiaHedge subscribers and trialists only.

To continue reading please,
take a free trial or subscribe to AsiaHedge.

Subscribe

Subscribers have unlimited access to all current content, including hedge fund performance Live League Tables. Start your subscription today - click on the button below.

Subscribe now