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Plus ça change - how Polo Fund unlocks value

David Walker profiles Polo Capital Management's Polo Fund, the seekers out of catalysts for change and new paradigms to profit in the event-driven strategy

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

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