Henry Cooke Asia portfolio refocuses

Fund focused on growth in Hong Kong, Singapore and Korea Henry Cooke's Far Eastern fund is focusing its portfolio on Hong Kong, Korea and Singapore. The Oeic, now branded as the Solus Eastern Enterprise fund, is run for Henry Cooke by Lloyd George Management. It has around 35% in Hong Kong, 15% in Singapore and 19% in Korea. Other weightings include 12% in Taiwan, 8% in Thailand, 6% in Malaysia and 1% in Indonesia. Adaline Ko, who runs the fund, said that Asian markets have turned around this year and are now offering growth as well as liquidity. She said: "We are positive about the reg...