Touching upon an earlier Hedge Fund Journal article from 2015, Pablo Urreta and Patrick Ghali examine the quantitative performance of Japanese hedge fund managers from 2012 - 2016. In the process, they discuss the effect of Abenomics on the Japanese economy and how fund managers have been able to generate greater returns than the TOPIX.
A PDF of the full article can be found here (opens PDF), and we welcome any feedback you may have.
In March, Patrick Ghali, Managing Partner, spoke exclusively to Margaryta Kirakosian of Citywire about the growing change in preference from offshore funds to UCITS in Switzerland and why he likes the opportunities in Japan, commenting:
‘Japan is a great market with 3,500 listed companies. Only about 20% of those are being properly covered by analysts.’
The full article can be accessed here.
'Swiss pension funds may currently be well funded, with a solid saving habit ingrained in the population, but controversial measures...may dent this security.' is the opening statement from Louise Farrand's article Travelling Towards Change in the March issue of European Pensions.
Within the article Filippo Montalbano, Managing Director in Switzerland, remarking 'pension funds are a ticking bomb in Europe. It’s not the fault of central banks.'
The full article can be read European Pensions_Travelling_towards_change (opens a PDF).