FengHe Asia Fund is a long-short equity fund that pursues an absolute return strategy by taking advantage of the investment opportunities offered by the cyclical nature of Asian companies, with an objective to generate risk adjusted returns targeting consistent outperformance with minimal leverage and drawdown.
FengHe has implemented disciplined investment and risk management processes to capitalize on its understanding of the structural drivers in the development and changes of Asian companies to identify long and short equity opportunities in the region.
The team utilizes their proprietary cycle investing “5M3T” research framework to perform extensive research and understanding of individual company business cycles and its respective market sentiments which allows the team to correctly time and size investments in order to manage risk of each position. All short positions are for alpha generation. Please click here for more information.