John Foo, Kingsmead Asset Management
Michael Nock, Michael Nock & Associates
Ophelia Tong, HT Capital Management
Lawrence Delevingne, AR
Three veteran equity managers gave the audience insight into
their investing style, and a rare peek into their portfolio.
John Foo, who most recently ran the FrontPoint Asian Event
Driven fund before founding Kingsmead Asset Management,
described his soon-to-be-launched long/short, catalyst-driven
Asian ex-Japan fund. "We'll focus on two things: value and
variable net exposures," he said. He described the investment
cycle as it ranges from a period of deterioration,...