2016's Most Innovative Hedge Fund Manager Hong Kong

Established in 2006 Tarascon Capital Management Ltd manages a longshort investment strategy, encompassing all Asia-Pacific equity markets excluding Japan. We got in touch with Jonathan Lu to ascertain more about the company, and to hear his thoughts on winning this prestigious award.

Tarascon Capital’s investment process is driven by fundamental bottom-up research, with an emphasis on ideas where we have expertise. A trading approach is deployed to actively seek investment opportunities irrespective of market environment.
More importantly however, the firm’s investment process is underpinned by a disciplined portfolio construction methodology and proprietary risk management system.

As the Chief Investment Officer, I am responsible for portfolio management and trading in addition to being a leadership figure for the firm. My 17 years’ experience in fund management and investment analysis has been a key factor behind the firm’s success. Studying for an MBA in value investing at the Heilbrunn Center for Graham & Dodd Investing was the start of my journey, and gave me a platform to establish a career as a hedge fund manager.

My colleague Roger G Lee is the Chief Operating Officer here at Tarascon Capital, responsible for operations and investor relations. His 18 years of experience in business development and account management in the asset management industry has certainly proved beneficial to the firm over time.

With long-standing regional investment and research experience, combined with our in-depth local market know-how, Tarascon Capital is able to offer an excellent service which is valued by the firm’s clients.

In an effort to stand out from the crowd, we can offer a bespoke approach towards managing long-short equity investments.
Winning this award would not have been possible without the dedication of Tarascon Capital’s staff, and for us this recognition is the reward they truly deserve. Looking ahead to the future, it is the firm’s aim to maintain our reputation in the industry, and to identify any further opportunities which the firm can thrive from.

Company: Tarascon Capital
Address: Level 15 Nexxus
Building, 41 Connaught Road,
Central Hong Kong.
Phone: (852) 3757 9423

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