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Alternative Market Briefing

Eagle’s View leverages niche-oriented strategies to drive returns

Tuesday, December 27, 2011

Bailey McCann, Opalesque New York:

Neal Berger, President of New York-based Eagle's View Capital Partners L.P. has a unique view of alternatives investing. Rather than focusing on macro trends and typical asset classes, Eagle's View seeks out emerging investment opportunities such as electricity trading to drive returns. So far, it’s a strategy that seems to be working - the fund of funds is up +5% YTD and is beating all alternative indices for both hedge funds and fund of funds.

Eagle's View is also planning to launch a new offshore fund of funds on February 1. I spoke with Mr. Berger about Eagle's View, the industry, and what is driving returns.

Eagle's View's investment philosophy is defined by uncorrelated niche-oriented strategies that leverage positive expectancy bets to drive returns. Rather than focusing on macro market trends Eagle's View looks for structural inefficiencies that can be effectively exploited.

Berger explains, "I don't think there is any allocator that looks at the world the way we do. We aren't in global macro, equities, event-driven strategies. We look for inefficiencies and positive expectancy investments. We operate on what I call the 'casino principle,' just like a casino whatever bet they take against a player, they have a positive expectancy against each bet. They play the edge they have against the player based on the game and how good the player is. This is largely what we do - we are......................

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