Hedge funds: GCA singles out emerging opportunities

Of the 8,000 or so hedge funds globally, around 97% are focused on the US and European capital markets. And although opportunities in Asia, Latin America, and central and eastern Europe are being recognized, with the net amount of money flowing into hedge funds that focus on emerging-market investments rising 13% in 2005 according to Hedge Fund Research, not many investors are sufficiently confident to invest in these regions separately.

“These markets… do not move in sync. To access cross-border opportunities you need to be there”
Lou Gerken, Gerken Capital Advisors

In any case, it is hard to find managers that have sufficient knowledge of individual countries to be able to take full advantage of the opportunities that lie in them.

Lou Gerken is one manager that evangelizes the value that hedge funds focusing on single emerging countries can create. He founded and is president of Gerken Capital Advisors (GCA), an alternative investment company started in 1989.

Hedge funds: GCA singles out emerging opportunities

Thanks for your interest in Euromoney!
To unlock this article:

The world’s best private banks for digital

Rebuilding banks from the inside out in the digital age

Eastward bound: Why Gulf banks are tapping Asia’s capital markets

Islamic Finance Innovation 2025

Hedge funds: GCA singles out emerging opportunities

Thanks for your interest in Euromoney!To unlock this article:

The world’s best private banks for digital

Rebuilding banks from the inside out in the digital age

Eastward bound: Why Gulf banks are tapping Asia’s capital markets

Islamic Finance Innovation 2025

Thanks for your interest in Euromoney!
To unlock this article: