Three Kingdoms Korea and Yellow Tiger Greater China Funds: Fabien Pictet and Partners (FPP)

Good returns in small packages

profile-fpp

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

To continue reading...

You must be signed in to use this feature.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an indvidual account here: