KEYNOTE SPEECH: John Ho, Janchor Partners
April 21, 2011
John Ho’s witty and thought-provoking presentation focused on the benefits of long-term investing and the alignment of interests between managers and investors
As chief investment officer of Janchor Partners, a Hong Kong-based, long-term fundamental Asia-Pacific hedge fund manager, John Ho is in a prime position to have observed the region’s fickle investment cycles as well as the growth of world-class hedge funds within Asia. In a delightfully witty and thought-provoking presentation, he focused on two key areas that are vital for the success of hedge funds in Asia today: the benefits of long-term investing as well as the alignment of interests between managers and investors
Giving the audience an insight into what he playfully called ‘the Asian investor ovarian lottery’, Ho started out by showing how typical investors react to stock price movements over various market cycles. “If you’re a fund manager, how do you deal with the dreaded cycle? In the very beginning, you see the market rising, and you say: ‘I’ll just watch for a while.’ Then it...
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