Neil Carter, Sydney-based manager for Rutherglen Capital, discusses his global media fund. Established at the end of 2002, the fund currently has $28 million under management and the two partners are just starting to actively market it for the first time.
Why a media hedge fund
John Kenny and I have a combined experience of over 15 years analyzing the media sector. We both previously worked as sell-side analysts with ABN AMRO in London, where we were a number-one rated media team by Institutional Investor, Extel and Reuters.
We believe our fund can generate alpha thanks to our detailed sector knowledge...