GaoTeng is an asset management company strategically invested by Tencent Holdings and Hillhouse Capital Group that specializes in fixed income. It has a multi-award-winning strategy which aims to deliver strong risk-adjusted returns throughout the market cycles.

In this webinar, Desmond How, the CIO (Fixed Income) of GaoTeng and Lead Portfolio Manager of GaoTeng Emerging Markets plus Long/Short Fixed Income Alpha Fund, will provide insights into his unique approach to bond investing within the emerging market. Through his extensive experience and skill, Desmond has narrowed down the investible universe to themes through which he picks the most lucrative bonds to generate alpha.

Join us for an in-depth discussion on how to construct a portfolio in order to capture outsized alpha returns whilst dynamically managing risk to minimize market downside risk.
Traditionally, most investors may view bonds as a passive and stable source of return through clipping coupons, meanwhile, GaoTeng focuses specifically on capital gains through spread compression and decompression. Additionally, many may be wary of the liquidity challenges in the emerging market credit universe.
Desmond will address these concerns and will also touch upon:

  • Why Emerging Market is a rich canvas of Alpha generation
  • The philosophy and strategy of the fundamental thematic long/short approach which aims to exploit inefficiencies in Asia/EM credit
  • Where GaoTeng see value emerging after the storm

Desmond will also share his views on his current market outlook and the Fund’s positioning in Q4 2022.

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Desmond How

Chief Investment Officer (Fixed Income)

Desmond How has over 26 years of investment experience.

His flagship Long/Short Credit Strategy has been awarded as Best in Class (Credit Focus in Alternatives) by BENCHMARK, Best Credit Hedge Fund by Bloomberg Businessweek and Best Performing Fund in 2020 (Emerging Market Long/Short Fixed Income) by Hedge Fund Journal over the course of 2021. He has also won the Most Astute Investors by the Asset for Asian G3 Bonds 14 times from 2006 through to 2021, 8 of which were ranked No.1.

Prior to joining GaoTeng, he was Managing Director, Head of Global Capital Management (GCM) at Nomura International (Hong Kong) Limited, a proprietary investment desk that was ranked No.1 Top Investment House (Hedge Fund) in Asian G3 Bonds by The Asset in 2015 and 2016. Served as Senior Portfolio Manager for Prudential Investment Fixed Income-Emerging Markets Sector team at PGIM, Mr. How won the Best Asia Fixed Income Fund (3-Year Risk Adjusted) from Asian Investor in 2007.

He holds a Master of Science (Financial Engineering) degree, a Bachelor of Business Administration from the National University of Singapore.

Will Broadway

Head of Sales

Will has spent his career within Alternative Investments, having worked with both fund allocators and directly with Hedge Fund and Private Equity Managers to help them optimise their investment processes and operational workflows.

Will joined Allocator in 2021 and is responsible for executing the global sales strategy and brings with him a wealth of commercial experience and a track record of building high performing sales teams.

Prior to working at Allocator, Will held several senior sales roles at Colmore, SS&C Advent and Alternative Soft.

Will holds a bachelor's degree in Business Economics from the University of Liverpool.

Who are Allocator

Allocator is a data technology company, providing integrated data management, analytics and workflow solutions to the alternative investments industry. We empower private capital investors to boost efficiency and accuracy by transforming their operations and research processes. Our world-class analytics platform provides allocators easy access to all their investment data in a standardised and consolidated format, allowing them to focus on their core investment activities

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