Makalu Fund Management
April 10, 2017
Makalu Fund Management, LLC ("Makalu") is an investment advisory firm that focuses on international small- and mid-cap growth equity investing.

Hunting For International Alpha & 6 Investor Misperceptions

by Rohit Sah, Managing Partner & Portfolio Manager Makalu Fund Management

Makalu finds there are six areas in which investors’ consensus views miss the mark of what it believes to be the global macroeconomic realities in the investment marketplace. The disconnect between consensus views and marketplace realities provides windows of investment opportunity and the potential of alpha generation, particularly among high quality small- and mid-cap international equities.

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