MAS names sustainability head; Malaysia’s EPF appoints COO and CFO; GIC PE head for SEA leaves; State Super hires new exec; Hesta appoints chief growth officer, chief Debby Blakey appointed to corporate governance board; ex-BlackRock exec joins IQ-EQ in Singapore; HSBC AM builds direct real estate team; ex-Vanguard head of distribution joins LGIM; Sanne names Singapore head; and more
Before joining Marco Polo, Mr. Landau was a securities attorney at the international law firm, Cleary Gottlieb Steen & Hamilton, in its New York and Hong Kong offices.
Marco PoloÆs management team is made up of four partners, including Aaron Boesky, Alan Landau, Stuart Leckie, a former chairman of Fidelity Investments in Asia Pacific, and Chris Tang, a former PricewaterhouseCoopers auditor in Hong Kong. She is additionally in charge of the Marco Polo research team.
Marco Polo Pure Asset Management was founded in 2004 and was the first investment manager dedicated solely to investing in the Chinese A share market.
The Marco Polo Pure China Fund has outperformed the index by 20% in the last two years net of fees and has generated a net return of 130%. It claims to have been the first non-Chinese shareholders in 40 Chinese companies.
Marco PoloÆs funds have approximately US$200 million in assets under management. Marco Polo Pure Asset ManagementÆs affiliates operate out of offices located in Central, Hong Kong and Pudong, Shanghai.
Marco Polo Pure China Fund won AsiainInvestorÆs award fopr best China hedge fund in 2007.
The AU$85 billion ($61.6 billion) Australian super fund has some exposure to indebted property developer Evergrande. Meanwhile, China’s construction finance is part of its core strategy in real estate.
Investors are seeing the risks, but also the opportunities of the logistics sector. Warehousing their fears for the moment, they can see it's a good conduit to high-growth assets.
Insto roundup: GPIF staff say J-Reits more attractive than traditional assets; Hong Kong's strict Spac criteria
EISS Super hit by another scandal; China's CSRC launches consultation on disclosure requirements for new BSE securities; Hong Kong issues consultation paper on Spacs; New World Development partners with China Taiping to focus on Greater Bay Area projects; GPIF employees say Japanese Reits have grown more attractive; Taiwan's BLF invites bid for $1.7 billion mandate; and more
SGX’s new framework for Spacs will likely provide investors with a much-needed channel for direct deals, but the verdict is still out on whether it will bring liquidity to the bourse.