Salient to Investors:
Tony Hsu at the Dalton Greater China Fund focuses on entrepreneur-led companies and against state-controlled enterprises. Hsu likes Hong Kong-listed property developers with prime assets in the largest Chinese cities yet trading at large discounts to their NAV, because first-tier cities will be major beneficiaries of the urbanization trends across China, and dislikes state-owned developers at higher valuations.
Read the full article at http://www.bloomberg.com/news/2013-11-25/ex-soros-adviser-s-dalton-china-fund-beat-peers-with-25-return.html
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