Some of the largest funds in the region are seeing a mixed bag of returns amidst what has been a highly challanging year for Asia-focused managers.
John Ho’s Janchor Capital, the Hong Kong-based shop with a long term fundamental-based investing approach, is having another strong year with a 1% gain in October, taking up year to date performance to 7%.
Hong Kong-based Azentus Capital’s multi-strategy fund is understood to be down 1.75% in October with -3% returns year to date. The fund is run by highly-regarded former head of Goldman Sachs’ Principal Strageies group, Morgan Sze.
Meanwhile, Davide Erro’s Turiya is