KEYNOTE SPEECH: John Ho, Janchor Partners
Thu Apr 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
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