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In-House Fund

Stone Owl

Stone Owl Global Equity Long Short Fund

A concentrated, high conviction global equity portfolio, with a bias towards Hong Kong and China
 

The fund is managed by Patrick Brothers, combining his extensive corporate experience and insight with his experience at a US$2 billion US Hedge Fund. His excellent idea generation is underpinned by deep fundamental research. Patrick's entire investment activity is dedicated to Stone Ow; he is aligned with the fund's investors and committed to generating  high quality returns over the medium term.
 

  • Run by an experienced stock-picker, seeking the best long-short equity opportunities in the years ahead
     

  • High conviction ‘best ideas’ portfolio aiming to outperform the broader market
     

  • Geographical allocation is defined by identifying the best opportunities, rather than a strategic function of the portfolio
     

  • Individual stocks move dramatically due to their own fundamentals, regardless of market direction. A long-short strategy enables investors to benefit from the winners, and better insulate their portfolio from the losers

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