LIM Advisors founder George Long: 'We've been here 30 years. We're going to be around'
- LIM Advisors founder George Long touts 30-year survival record amid shifting Asian markets.
- Portfolio pivot: From niche convertible bonds to mining, gold, and beaten-down Chinese stocks.
- Long warns of a 'rougher climate' ahead as high inflation and interest rates return to haunt the global economy.
- Shift in capital flow: Western institutional investors flee while Asian family offices fill the void.
Brief Summary
After three decades of navigating everything from the Asian financial crisis to global pandemics, LIM Advisors founder George Long is doubling down on a contrarian play. Having transitioned his firm from a convertible bond specialist into a broad-spectrum 'Global Opportunities' fund, Long is betting heavily on precious metals, copper, and the relative value of the battered Chinese stock market. Despite the exodus of Western capital from the region, he remains tethered to Hong Kong, banking on the city's infrastructure despite the cooling international interest.
Why This Matters
You should pay attention to this because it highlights a growing disconnect between global markets. While the firm is betting that inflation and a weakening dollar will make commodities like gold and copper essential hedges, the shift away from Western capital in Asia suggests a broader decoupling of financial interests. If you hold investments in international indices or are concerned about how persistent inflation will impact your portfolio, Long’s move toward 'hard' assets and away from traditional Western-favored stocks serves as a warning that the era of easy, diversified growth may be ending. Understanding these moves helps you see where big money is hiding when they fear the global economy is headed for a rougher, more inflationary patch.