Rupert Foster, who manages the Matrix Asia Fund, is in the process of beefing up his investment team in the region. He will be bringing in a China analyst in the near future, and an India analyst in the autumn.
The move comes as part of his perception that stock specific, hands on, primary research is vital to performance in the micro-focused stage of the market we are entering. Foster notes that alpha investment opportunities are becoming apparent across the region now.
He started up the fund in the worst part of the credit crunch last year in