2025 Sohn Hong Kong – Dawn Yu of Persistent Asset Partners on How to Spot Red Flags with Investment Managers

Dawn Yu of Persistent Asset Partners, at the 2025 Sohn Hong Kong Conference, shared insights on the intricate process of selecting investment managers and the crucial task of identifying potential “red flags”. Her discussion provides a perspective valuable to asset allocators and hedge fund managers seeking capital.

2025 Sohn Hong Kong Conference – Dawn Yu

Yu highlights the inherent challenges in assessing investment managers and their strategies, particularly when encountering approaches that are new or unconventional. She notes that evaluating strategies where historical data is limited or non-existent can be particularly difficult for allocators. Without a clear “winners pattern” from past performance, judging novel strategies is tough, and statistically, many new approaches are unlikely to succeed, although notable outliers...