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As Emerging Markets Hedge Fund Gets Slammed, Sturgeon Down Over 9% In August

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Mark Melin
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With Asian hedge funds largely sliding in August, the emerging market sector in the region has, likewise, come under fire. No one knows this better than the portfolio managers at London-based Sturgeon Capital. The Central Asia fund shed -9.15% in August, posting an underwater year to date tally of -17.43%.
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Q2 hedge fund letters, conference, scoops etc

As Emerging Markets Hedge Fund Gets Slammed In August, Not All EM Is The Same, They Note

Russia and Turkey have very different performance drivers

In an unpredictable political climate, the fund was caught in headwinds from Turkey to Russia, all with geopolitical nuance influencing returns. The punishing themes underlying performance were...

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Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.