Antipodes Partners delivers bumper first quarter returns thanks to bet on China growth

Antipodes Partners says the Trump administration's trade war with China could help kickstart an economy that has been growing sluggishly since the COVID-19 pandemic, with the Sydney-headquartered fund manager hoping its big allocation to the market will keep returns rising. The investment firm, which manages $10 billion in assets, has 10 per cent of its portfolio in Chinese and Hong Kong stocks, well above other global equity peers. This left it with a significantly better return for the three months to March 31, according to new investor updates. Loading…