BTR Strategic Growth Fund: Salida Capital
Salida Capital's BTR Strategic Growth Fund posted returns of over 200% in 2009. Kris Devasabai talks to lead portfolio manager Danny Guy about his investment strategy and how he bounced back from the upheavals of 2008.
The BTR Strategic Growth Fund is not one for the faint of heart. Leveraged and heavily concentrated in a handful of the investment team's best ideas, the fund has the potential to generate at times staggering returns, but investors should be prepared to handle a few bumps along the road.
The fund is structured around the macro economic views of its lead portfolio manager, Salida's chief investment officer Danny Guy. One of his main investment themes revolves around the growth of emerging markets
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