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