Performance

Japan long/short funds make up lost ground as markets rebound

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Global markets saw a strong rebound in September and, while the MSCI Japan was positive at 3.3%, it still lagged the MSCI World’s gain of 9.4%. Nevertheless, many of the Japan long/shorts made welcome gains during the month, which rounded off a difficult third quarter.

Strategic Evarich posted a strong 7.58% gain on the month, taking third-quarter numbers to 3.45%, while Gavekal Japan Dynamic Net Exposure Fund was up 0.01% in September, which took three-month figures to 2.91%. Lindsell Train Japan was off by 1.69% for the month, but still posted a respectable 2.33% gain over the quarter.