当萨梅纳资本(SAMENA CAPITAL)的46名股东4月份在伊斯坦布尔召开会议时，他们吸引了如此多的关注，以至于两名土耳其政府高级官员和几位国际显要发表了讲话。观众也同样出色。其中包括印度最大的建筑和工程公司之一Punj Lloyd Group的创始人和董事长Atul Punj;亚洲最大的资产管理公司之一惠理集团(Value Partners Group)联合创始人兼名誉董事长叶文立(V-Nee Yeh);阿曼主要石油和天然气服务公司Renaissance Services SAOG的创始人和董事长萨米尔·范西(Samir Fancy)。他们都是Samena的股东和有限合伙人。Samena在香港、伦敦和巴林设有办事处，自2008年成立以来已积累了约6.7亿美元的资本。该公司经营三项主要业务:特殊情况投资、信贷固定收益和对冲基金播种。与典型的亚洲私人股本或对冲基金公司不同，Samena并不是建立在一星经理的基础上。对于投资想法和机会，它从股东和全球机构投资者中寻求折衷的组合。亚博赞助欧冠该公司专注于南亚、中东和北非，其48名有限合伙人中不乏这一广阔地区(Samena就是以这一地区命名的)最有权势的大亨和家族。 “What makes us unique is that we use our shareholder group to gather intelligence, source deals and implement value-creating initiatives that would really only come through relationships in domestic markets,” says Shirish Saraf, Samena’s co-founder, vice chairman and CEO. Saraf is a former co-founder and managing director of Dubai-based private equity group Abraaj Capital, which specializes in the Middle East and South Asia. A recent addition to the shareholder ranks is Richard Elman, founder and chairman of Hong Kong–based Noble Group, whose $80.7 billion in revenue last year makes it one of Asia’s top commodities traders. “These are people who could guide us in the Samena region, which is very, very opaque,” says Samena co-founder Simon Wong, who is based at the firm’s Hong Kong office. Through its shareholder network, the firm seeks quality deals in all sectors. “We have an average holding period of 24 to 36 months and often enter strategic positions through prenegotiated deals and preferential issuance of equity,” says the Indian-born Saraf, 45, who divides his time mostly between the U.K. and Asia. An example is publicly traded Indian automaker Eicher Motors, in which Samena invested $6 million in early 2009. The firm exited 23 months later at $32.4 million, for a 214 percent gross internal rate of return. Samena’s funds include three closed-end vehicles. The two Samena Special Situations funds — both private-equity-style structures — have a combined $484 million in assets; the $100 million Samena Angel Fund seeds hedge funds. On the credit side Saraf and his colleagues manage $103 million in the open-ended Samena Asia Bond Fund and Samena Credit Opportunities Fund. So far, Samena has seeded nine Asia-focused hedge funds based in Hong Kong, London and Chicago; it still holds stakes in five of them. “The only thing we’ve not done is global macro,” says Hong Kong–based Julius Wang, head of the firm’s hedge-fund-seeding division.
Samena的总体主题是，尽管对新兴市场的放缓令人担忧，但旧丝绸之路的经济正在恢复他们的历史突出。据Ruchir Sharma最近的书籍，亚洲统计，在19世纪，亚洲占全球国内生产总值的60％占全球国内生产总值的60％。“随着亚洲的出现及其增长前景开始实现，它将恢复到这些古代层面，”萨夫争夺。亚洲开发银行预测，到2050年亚洲可以促进全球GDP的52％ - 目前的份额几乎是两倍。萨拉夫说：“随着发达经济体的高增长经济体的全球增长趋势的转变，赛马纳地区的案例比以往任何时候都变得强劲。”•