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    5 Buys From Martin Currie's China Focused Hedge Fund

    Wed, 06/29/2011 - 03:20 EDT - Seeking Alpha
    • AMAP
    • ATAI
    • AUTC
    • BORN
    • CBPO
    • CISG
    • CTRP
    • DQ
    • EJ
    • FMCN
    • Ganaxi Small Cap Movers
    • HOLI
    • HTHT
    • JASO
    • MR
    • NTES
    • PWRD
    • SINA
    • SPRD
    • VIT
    • WX

    Ganaxi Small Cap Movers submits:

    Summary: Edinburgh, Scotland-based hedge fund Martin Currie, with $19.1 billion in assets under management, including $2.5 billion in U.S. equity assets, offers many China and Asia-focused hedge funds, including, for example, Martin Currie China and Martin Currie Asia Pacific hedge funds. These two have returned 10%-11% annualized over the last ten years, significantly ahead of the 1.3% annualized return of the S&P 500. Five attractive buys from their portfolio of Chinese equities include China Lodging Group ADS (HTHT), E-house Holdings Ltd. ADS (EJ), Focus Media Holdings Ltd. (FMCN), Perfect World Company Ltd. (PWRD), and Mindray Medical Intl. Ltd. (MR).

    Martin Currie was founded as an investment management company in 1881 and incorporated as Martin Currie Ltd. in 1985. It serves institutions and individual investors through multiple global strategies from its Scottish headquarters and an office in New York City.

    The fund holds a diversified portfolio of 163 positions, including 32Complete Story »

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