Hedge Funds

Frontier gains with simple strategy without the need for fancy footwork

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Shifting from long/short to long-only absolute return in 2009, Frontier’s Kung and Phillips play to their strengths in the regional small/mid-cap market

Jeff Kung
Peter Phillips
In an industry with more than its fair share of pundits aiming to dazzle with the complexity of their strategies, it is refreshing to find a manager who is quick to emphasise that what he does is really quite simple. No fancy black box quant models, no nifty footwork with derivatives, just straightforward long-only, absolute return value investing. Yet this deceptively simple strategy has been more than sufficient to generate returns since September 2008 of 41.31% for the Frontier Asia Fund, and garnered it the small and mid-cap