No smoke without fire in Hungary, says Charlemagne Capital

Stefan Herz is a portfolio adviser at London-based Charlemagne Capital, where he has been since September 2004. He advises on the $220 million Manulife Global Fund Emerging Eastern Europe Fund, a long-only fund that is entirely distributed in Asia, mostly ($193 million) in Hong Kong. Herz previously spent 11 years as an analyst, most recently at brokerage Bryan Garnier & Co and including eight years at Dresdner Kleinwort Wasserstein, where his focus was on emerging markets. Aft…