Whether or not it's a hedge fund is a matter of semantics. They have performance incentives, so it's not a hedge fund according to US law. They are a sort of mutual fund/hedge fund hybrid. They are betting big that Trump will kill the US economy, and EM will be affected the most by his policies.

They stand to make a lot of money if they are right. It's a fairly valid strategy, the large buy-in and minimum reduces churn so it's probably a lot less volatile. If you think there's going to be a crisis, you're probably going to be in that fund, because as it stands, they are going to profit big time if the global economy crashes these next few years. If not.. you're going to be in for a long time, and hoping they don't fold in the meantime

Of course, I'm only looking at their monthly fund sheet so I wouldn't know what they're planning next month or the month after that, but as of last month they are betting on Trump to cause a downturn and take the EMs with them.

The catch it that it's pretty expensive.. 2% of Rm100,000 is someone's monthly salary

This post has been edited by wodenus: Feb 9 2017, 10:58 AM

I have been skimming profit from India fund since early of quarter four 2016 and using that profit to put it into AMReits.

Xuzen

This post has been edited by xuzen: Feb 9 2017, 10:55 AM

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