Three Kingdoms Korea and Yellow Tiger Greater China Funds: Fabien Pictet and Partners (FPP)
FPP saw investment plummet out of their emerging markets hedge funds during the financial crisis but have since recovered losses investing in Greater China and Korea.
Jonathan Neill, investment manager of both funds, is out of sync with his industry peers when it comes to investment decisions. Most long/short equity managers agree that rooting around in a company’s every nook and cranny is crucial for deciding whether or not to invest.
But Neill does not carry out detective work either at the company under consideration nor its country of residence. He would like to visit Korea one day, “but not to visit any Korean companies,” he says.
“Our process is entirely
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