Striker Asia strategy hitting the target


Hong Kong-based Guardian Capital’s Striker Asia Opportu-nities Fund has delivered a robust 20.74% return in the first 10 months of the year.

In October, the fund clocked a 2.54% gain that brought the $31.7 million fixed-income fund, which invests in Asian high yields, towards the high end of its targeted annualised return range of 15-20%.

Portfolio manager Don So, a former M&A and strategy specialist at the global consulting firm McKinsey, places strong emphasis on a bottom-up fundamental selection backed with a deep understanding of regional political developments.

So says most Asian high yields are currently fairly valued,