Hong Kong
The BosValen Master Fund employs a long/ short equity strategy with an Asian focus, geographical focus on Pan-Asia within a global context. Investments are generally in companies located in Asia or whose businesses are subject to substantial influence from Asian economies. Typically, the portfolio will have 60-80 investments with 40-60% of gross exposure in Greater China, 10-25% in Japan and the rest of Asia and then 25-35% outside of Asia, including ADRs.
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