How long can hedge funds benefit from Abenomics?

Hedge Funds
by trusted insight posted 10years ago 6330 views
Masahiro Koshiba on Opalesque Backstage Masahiro Koshiba, CFA, holds one of the longest & most successful track records in the Japanese hedge fund industry. He serves as the President of United Managers Japan (UMJ) and also manages the UMJ Kotoshiro fund which seeks to generate attractive absolute returns by investing in Japanese long-short equities. The fund uses a multi factor approach to portfolio construction using Micro Analysis, Macro Analysis, Technical Analysis and Portfolio analysis. By focusing on risk management, the returns of the fund are expected to have a low correlation to the market. In this Opalesque.TV BACKSTAGE video, Koshiba talks about: * How does he manage to outperform most of his peers? * How long can hedge funds benefit from Abenomics? * The impact of Abenomics on Japanese Equites and the Kotoshiro Fund Masahiro Koshiba, CFA. has over 26 years industry experience including 22 years in fund management. He started his career in 1986 at Daiwa Securities. He was Head of the Japanese large-cap equity management division at Deutsche Asset Management, and before founding UMJ in 2004 he was a Co-Founder of Japan Advisory where he served as Senior Advisor & Risk Manager of the Whitney New Japan Fund and the Whitney New Japan Select Fund. Japan Advisory's AUM grew from $10 million to more than $3 billion (Dec 2005). Masahiro Koshiba is a Chartered Financial Analyst and has a B.A. in Law from Doushisha University. He is also a member of The Security Analyst Association of Japan (CMA). DISCLAIMER: The UMJ Kotoshiro International Feeder Fund performance returns are unaudited and are net of incentive and management fees. Returns of the individual feeder funds may vary due to allocations of expenses, hot issue allocations, etc. UMJ Kotoshiro Fund's performance does not guarantee the same future results. This document is not an invitation or an offer to purchase interests in any fund. Such an offer may be extended only after you received an offering memorandum and subscription agreement concerning the prospective investment that you desire. This report is incomplete and does not include all of the information material to a decision to invest in the Funds, including, but not limited to, the risks of such investment. Past performance is not a guarantee of future performance.