AS AN AVID WINDSURFER IN HIS YOUTH, Yan Swiderski would listen to BBC shipping forecasts from his home in England to learn about wind conditions off a point on the northwest shore of Spain. This particular stormy coast, protruding into the Atlantic, is known as Finisterre.
Swiderski, 48, thought of Finisterre when it came to branding the London-based emerging-markets investment firm he teamed up with in 2002. "Literally meaning 'at land's end,' it captures much of the emerging-markets story, looking out from the old world across stormy waters to a new one," he says.
As its performance attests, Finisterre Capital has navigated those waters well. Since its inception in April 2006 through July 2010, the firm's $720 million flagship Global Opportunity Fund, which Swiderski manages with the help of six analysts, has generated annualized returns exceeding 13.6%. The fund has beaten both emerging-market equity and fixed-income benchmarks by roughly five percentage points a year in this time.
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