Comments (13)

 
Nov 19, 2014 - 3:43am

waht do you guys want to know? A bunch of funds, like Asia Consumer, Africa Consumer, Global EM Consumer $5bn AUM as of early 2014, 3 of which is in Asia, 1.1 in Africa, 560 in Latam Consumer, and $370m EM Consumer, HQ looks like SG but significant team in HK as well. It's all consumer, fmcg kind of stuff. Asia is long-only, bottom up stock picking. Run a more concentrated book of names (think 35-40 instead of like 100 names). Don't short, don't hedge (like FX). Asia has generated nearly 13% annualised since Jan 1997 but with a sharpe of 0.48 (long only, right). Up 11.4% YTD as of October end.

Good Luck

I used to do Asia-Pacific PE (kind of like FoF). Now I do something else but happy to try and answer questions on that stuff.
 
Dec 3, 2014 - 3:00am

The fund has a good reputation, my fund reads all of their reports, though consumer names in Asia tend to be quite expensive.

 
Feb 24, 2015 - 2:58am

More Mutual fund but they might have higher turnover (ie. trade more) than a typical long only. Lots of HFs in this part of the world are long biased (not many companies to short or are expensive to short or not liquid) so alsmost quasi MFs charging 2/20 since they trade more and probably lever more. I'm sure many use tail hedges or the odd fx hedge but the latter gets expensive as well...

I used to do Asia-Pacific PE (kind of like FoF). Now I do something else but happy to try and answer questions on that stuff.
 
Feb 24, 2015 - 3:01am
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