China-focused hedge fund gains on domestic bets
Hedge fund CSV Capital Partners sees Chinese domestic sectors rising even as economic growth slows. The fund backs companies with exposure to the Chinese consumer as retail sales continue to grow
Chinese domestic stocks will continue to benefit from expanding consumer demand despite a cut in the country's official growth forecast to an eight-year low of 7.5% for 2012, says Earl Yen, founder and managing director of Shanghai-based alternative investment manager CSV Capital Partners.
The CSV China Opportunities Fund, a long/short equity hedge fund, has returned 17.4% year-to-date to the end of February by concentrating on domestic bets.
The fund's investments are heavily tilted towards
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