Metals & Mining

  • CompanyChina Commodities Absolute Return Fund (CCF)
  • Key MarketsAsia
  • Industry SectorMetals & mining
  • Segment
  • Time of InvestmentOctober, 2009
  • Website

China Commodities Absolute Return Fund (CCF)

The China Commodities Absolute Return Fund (CCF) is a global equity long/short mining fund with a focus on China event driven opportunities. The fund can invest across related asset classes, including commodity related futures, debt, convertibles and private equity. The majority of CCF’s investments are international companies with Mongolian mining assets.

The Fund capitalizes on identified opportunities through taking long and short positions in publicly traded equities and commodity related contracts. The portfolio managers undertake on-going, detailed analysis to determine mid to long term attractiveness of investments across commodities.

CCF typically has 10-15 positions, diversified across regions, countries and commodities.

Portfolio Manager: Luke Leslie ([email protected])