Hedge Funds on Asia Alpha

Sam Kellie-Smith, CEO & Chief Investment Officer, APAC for Jain Global, and Kenny Lam, CEO of Two Sigma Asia Pacific, discussed the growth of liquidity and investment opportunities in Asia during Bloomberg Invest 2026 in Hong Kong. Kellie-Smith highlighted that the APAC region presents a compelling landscape for hedge funds, driven by increasing market sophistication and a growing pool of investable assets. Lam echoed this sentiment, noting that while global macroeconomic factors influence all markets, Asia's unique economic drivers and demographic trends create distinct opportunities for alpha generation. Both executives emphasized the importance of localized strategies and deep understanding of regional nuances to navigate the complexities of Asian markets effectively. The conversation, moderated by Bloomberg's Erik Schatzker, underscored the evolving role of Asian markets in the global investment strategy for major hedge funds.