Profiles

Making money in ‘old’ China

Since launching Golden Pine Capital in 2016 former Greenwoods analyst She Peng has eschewed China’s tech boom in favour of investing in the nation’s traditional economies


Going global

From humble hedge fund beginnings, Hong Kong’s Value Partners has grown to nearly $18bn across multiple asset classes. Now its sights are set on becoming a global asset manager

Asia cubs spring to action

A groundswell of top-quality fund managers set to launch in Asia coincides with an improvement in appetite for Asian managers among global allocators. AsiaHedge explores the new fund environment and picks some funds to watch out for in 2018



UMJ’s Super Cycle Long Short Fund targets external capital in 2018

As global asset allocators again put Japan-focused strategies on their radar, UMJ hopes its Super Cycle Long Short Fund can finally gain investor traction after years of being overlooked


Networking an advantage in Vietnam’s growing equities market

The rapid modernization of Vietnam is attracting the attention of global investors. South Africa-based hedge fund manager Optis Capital has been an early mover in the frontier market after building a network of trusted local advisors


Sparking life among securities lenders

A number of factors need to come together for the volatility in global markets to increase securities lending activity in Asia, State Street’s Jansen Chua, tells AsiaHedge


Australia’s Ellerston looks to grow international reach with its global macro fund

The investment firm has set its sights on increasing its international investor base with the launch of a global macro fund run by former Tudor executive Brett Gillespie


Atyant says portfolio risk in India now lies at stock-specific level

After a year where India-focused managers garnered the region’s best returns the nation’s macro story is predicted to be stable, with any risks to an investor’s portfolio at the company level, according to Atyant’s Rahul Saraogi


Caring for cryptos

Digital asset funds are being prepped almost every day in Asia. Yet industry professionals warn would-be fund managers that cryptocurrency funds carry unique operational risks


Providing liquidity is BitSpread’s strategy for delivering returns in a highly-volatile digital currency world

The cryptocurrency specialists’ have developed a quantitative trading system to profit from the asset class’ arbitrage opportunities


North Asia’s corporates prove fertile ground for Neutron Absolute Return

Returning almost 30% without a single down month in 2017, the Neutron Absolute Return Fund has been making the right value catalyst and special situations calls in North Asia, as Rodney Diola reports


Hong Kong’s BosValen places big bets on the future of Asia’s artificial intelligence revolution

Ken Xu, BosValen CIO, says firms will see a dramatic rise in productivity and value creation from what he calls the ‘AI revolution’. Rodney Diola uncovers how Xu is taking advantage of this technological trend


Foundation optimistic that China market has further upside

The strategy has delivered a remarkable 47.1% return in the first nine months



Value Partners blends fundamental culture with quant skills

Big data and quantitative investing are taking an increasingly important role at Value Partners Group


Goldsky Global Alpha on a roll as it eyes $200 million size

Tracking social media sentiment has paid off handsomely


Taiwan-based Tmesis AI-driven strategy builds momentum

To the end of August the strategy has returned 8.75% since its inception in May 2016


PCS starts vol fund with backing from Sydney family office

The strategy is primarily focused on generating alpha from systematic volatility management and tail-risk overlays


Simplex thrives on search for Japan small-cap value stocks

Simplex’s newest investment vehicle is the latest to focus on undiscovered value and growth opportunities within Japan’s various equities markets