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Inside the Red-Hot Stock Fund That’s Turning Down New Money

By Tony Seruga

Asian small cap fund has beaten 97% of peers in past 5 years
Manager Elina Fung uses auditor’s eye to pick market winners

Whether she’s sipping tea with Indian dairy farmers or interrogating company executives in a Hong Kong skyscraper, Elina Fung brings the same techniques to finding stock market winners.

During multiple trips to central India — and many cups of masala chai — Fung says she questioned farmers about cow numbers, the variability of the monsoon season and how their milk is collected. It’s intelligence she then used to go bullish on Indian dairy company shares, and reflects an almost forensic approach to investing informed by Fung’s time as an auditor…

Inside the Red-Hot Stock Fund That’s Turning Down New Money

Categories : Finance

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