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“You can’t cheat in this market”: Why Pictet AM doesn’t chase beta in China

Amid an evolving macro landscape in the region, Pictet Asset Management believes its Asia special situations fund avoids falling into the trap of chasing beta in China. The fund, Pictet Total Return (TR) Lotus, is a special situations strategy that seeks to capture a distinctive opportunity in Asia, including short to medium-term corporate catalysts, longer-term secular trends such as China’s…

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