Polo Fund - November 2006

Could you explain the philosophy behind establishing the fund?
Polo Fund is a Latin America event-driven fund. The philosophy of the fund is to provide exposure to specific risk, and not market risk, via Latin equities. The fund limits market risk and macro risk by employing a pairs-trading strategy (long bank A and short bank B). The approach is opportunistic; identify catalysts of change, new paradigms, or corporate events through extensive bottom-up and fundamental analysis. Polo is also know