No. 1 China Equities Fund Bought Only Three Stocks This Year

  • Cederberg invested in Alibaba, Tencent and Tong Ren Tang
  • Fund has a strategy with low turnover and high concentration

A pedestrian walks past Tencent Holdings Ltd.'s headquarters.

Photographer: Qilai Shen/Bloomberg
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When Cederberg Capital’s Dawid Krige places a bet, he bets big.