Excellence in Asset Management
Gary A. Rosenfeld, Rosehill Capital Management
Fund Structure
Management Team
Mutifaceted Investment Process
Investment Framework
Philosophy
Market Size
Liquidity Increasing
Comparing Long/Short Operating Enviornments
Japan Long/Short Track Record
Denis Clough, Schroder Investment Management
Performance
Portfolio Risk
Turnover
Where are we Headed?
Dr. James C. Ayer, Tiedemann Investment Group
Fund Performance
Will the Fed Ease?
George Long, Long Investment Management
Objective
Strategy
Track Record
Management Team
Conclusion
Zaheer Sitabkhan, Lloyd George Management (HK) Ltd.
Background
Sustained Performance
Strategy
Implementation
Criteria for Stock Picking
Selected Stock Picks
Asia: Outlook for 2001
Panel Q & A