hedge funds

Data centre firm GDS's figures don’t stack up: short seller

Temasek-backed GDS is taking advantage of blind euphoria over data centres' growth prospects, Blue Orca says. GDS hits back. Whether the claims are true or not investors should take a more critical look at serial capital-raisers using lofty valuations to make acquisitions.
August 01, 2018

China's summer of woe slams hedge funds

Hedge fund managers slow to cut back on their exposure to China face significant redemptions. Value Partners underperforms; Segantii gains ground.
September 23, 2015

China’s wild market ride throws investors

PBoC cuts interest rates after Shanghai’s benchmark index flirts with bear market territory. New users of Shanghai-Hong Kong Stock Connect caught in market whiplash.
June 28, 2015

Value Partners' So hails plenum on prices

Louis So, co-CIO at Value Partners, Hong Kong's largest fund house, says China reforms will be important, but so will its unwillingness to confront state-owned groups.
November 17, 2013

Investor Dialogue: Peter Warren

Peter Warren, co-portfolio manager of CQS’s diversified fund, discusses his investment style and market outlook.
June 27, 2012

A volatile commodity

The protracted fall in implied volatility levels has had an interesting effect on the products and strategies used by hedge funds.
February 13, 2011