First State's Martin Lau has beaten stars including Invesco Perpetual's Neil Woodford and Neptune's Robin Geffen to see his Greater China Growth fund ranked the most consistent performer over the three years to the end of 2011.
Neptune's Robin Geffen is standing by his overweight US position as he believes the region is unlikely to fall into recession this year as long as another banking crisis is avoided.
Ted Alexander and Robin Geffen have revealed potential positions for their global long/short fund, to be launched on 1 November.
Neptune is launching a global long/short fund for founder Robin Geffen and Ted Alexander on 1 November.
Robin Geffen has used the full 20% overseas allowance in his £1.04bn Neptune Income fund and is shunning UK consumer facing stocks.
Neptune is exiting the fixed income space, with the closure of its Corporate Bond and International Bond funds, both run by Ted Alexander.
Neptune CEO Robin Geffen has dismissed fears China is overheating, but warns there is a bubble forming in bond markets.
Neptune founder and CEO Robin Geffen believes UK dividend growth could exceed the 15% consensus forecast next year despite the muted economic environment.