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Bo Hong is the manager of the Horizon Asia Fund, an Asia
including Japan equity long/short fund. The Fund was launched
in June 2002 and seeks to maintain a concentrated portfolio
of well-researched long and short positions that are generally
not expected to exceed twenty names. The Fund currently has
US $10m in assets. The Fund is approximately +1.4% in March,
+5.1% ytd and +3.9% since launch.
Prior to launching the Fund, Bo Hong was managing director
at Bear Stearns & Co., Inc. in New York and Hong Kong,
where he was a permanent member of the firm's Stock Selection
Committee and an investment strategist covering Asian markets.
From 1996 to 2001, Hong served as an equity research analyst
and sequentially covered Asian infrastructure, properties
and conglomerate sectors. He is currently based in Hong Kong.
Interview with Bo Hong
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