2017’s Top Performing Hedge Fund Maintains Bullish China Outlook For 2018

Get ready for a world where idiosyncratic stock picking is coming back, says a Global Market Outlook from Oceanwide Asset Management formerly known as Quam Asset Management. With interest rates in the US and Europe set to rise to “normalized” levels, the band aide is about to be gently tugged off. Managing Director Kenneth Lam, after posting machine-beating returns of 43% in 2017, gazes into the future and the Hong Kong-based long/short strategist sees a different world than the year that was 2017 — but still, one where the economy is strong. The hedge fund, the very top performer for…