Fund Manager Interviews

The Interview – Ezra Sun, Veritas Asset Management: “The Year of the Rabbit is likely to be dominated by a tussle between a deflationary environment in the West and inflationary pressure in the East”

21 February 2011

Ezra Sun, manager of the Veritas China Fund and head of Far East at Veritas Asset Management, believes that consumption is a strong structural theme that over time will yield great returns, while capital investment also offers opportunities as infrastructure spending continues unabated amid continuing capacity expansion and upgrading. GFM:

Romy Jardine and Bob Torkelund, HFT Capital – “Because of our high-frequency trading strategy, we are not so worried about the direction of the market”

5 December 2011

HFT Capital founder chief investment officer and head trader Romy Jardine and head of business development Bob Torkelund (pictured) say that in a difficult market environment where investors are extremely cautious and nervous, highly-performing niche strategies that “dare to be different” are still capable of attracting money from investors seeking

Gina Germano, Goldbridge Capital Partners: “Investors are looking for trusted advisers and long-term constructive relationships, not salesmen delivering pitches”

18 November 2012

Gina Germano (pictured), managing partner and head of sub-investment grade at Goldbridge Capital Partners, which launched its first funds this summer, says the specialist credit manager aims to generate consistently strong total returns through a rigorous investment process and fundamental research enabling the investment team to identify value while emphasising

The Interview – Liz Evans, Cavendish Asset Management: “The growth stories for China and South-East Asian countries such as Singapore, Thailand and Indonesia remain compelling”

5 February 2010

Liz Evans, manager of the recently-launched Asia Pacific fund at investment boutique Cavendish Asset Management, says 2010 will be a generally positive year for Asian markets as they continue to recover from last year’s historic trough, with less volatile markets and more moderate returns, but uncertainty remains over prospects for

The Interview – Adam Balinsky, Caldwell Life Strategies: “Life settlements are starting to be recognised as a viable asset class for liability-driven investments”

19 July 2010

Adam Balinsky, president of Stamford, Connecticut-based life settlement investment specialist Caldwell Life Strategies, says the key to his firm’s success in an asset class full o

Faris Abdulrazzaq, Senior portfolio manager for Menasa Capital Management

The Interview – Faris Abdulrazzaq, Menasa Capital Management: “Despite the recent events in Egypt and Tunisia, we remain bullish on prospects for 2011”

28 February 2011

Faris Abdulrazzaq (pictured), senior portfolio manager at Menasa Capital Management, which specialises in identifying investment opportunities in the rapidly-growing public markets of the Middle East, North Africa and South Asia, says that with a buoyant oil price driving current account surpluses, Gulf governments are poised to spend more than ever

Guy Brogden, Mayfair Capital – “We are providing products that investors are looking for, so we continue to raise new money”

11 December 2011

Mayfair Capital founder and executive director Guy Brogden (pictured) says the property fund manager has been able to take advantage of the difficult economic climate by reducing overall portfolio gearing through making unleveraged property acquisitions with freshly-raised capital, which continues to flow in from investors including charities, institutions, pension funds,

The Interview – Susan Buckley, QIC: “The ability to explain investment strategies clearly and regularly is crucial”

8 March 2010

QIC Global Fixed Interest, part of the investment business originally set up by Australia’s Queensland state government to manage its long-term liabilities and pension obligations, saw its assets under management grow from around USD23bn to USD35bn between mid-2007 and the end of last year. According to managing director Susan Buckley,

The Interview – Troy Duncan, J.P. Morgan Asset Management: “Market uncertainty makes this a very difficult time for investors to lock up funds in illiquid investments”

26 July 2010

Troy Duncan, co-portfolio manager of the London-listed J.P. Morgan Private Equity fund, a fund of funds that acquires fund interests from motivated or distressed sellers in the secondary market at a discount to their intrinsic value, says the investment team is currently looking at high-growth companies in Asia and other

The Interview – Michael Reichstein, Reichstein Trading & Asset Management: “Thoroughbred horses offer diversification to institutions, high net worth individuals and hedge funds”

1 April 2011

Michael Reichstein, whose Maltese alternative fund business, Resco Funds Sicav, is preparing to launch the Thoroughbred Horse Fund, says that despite the risks inherent in an asset class whose performance is partly dependent upon race results, the fund aims to achieve stable and attractive performance through a strategy of diversified

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