Fri, Oct 20, 2017
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Helium Special Situations Fund reports strong first half of 2012

Monday, July 09, 2012

Bailey McCann, Opalesque, New York:

The Swiss-based Helium Special Situations Fund has reported a strong first half of 2012. The fund is reporting a monthly gain of slightly over 3% and year-to-date gains of over 14%, according to sources familiar with the firm. The Fund was launched 31 July 2006, and has had previous yearly performance over 100%.

Performance was positive nearly every month of this year, with a slight dip in May. Performance since inception has been 152.52% (GBP class). With a rate of return annualized of 16.95%. The fund relies on an Event Driven strategy that has so far outperformed current Event Driven benchmarks including the HFRX Event Driven Index and AIM100 Index at +2.99% and -2.87% respectively.

The fund is part of ISPartners Investment Solutions AG (ISPartners) based in Switzerland. ISPartners is an independent company dedicated to alternative asset management and absolute-return strategies. According to the firm's website, the company’s focus is to provide a platform for single manager (hedge) funds as well as funds of hedge funds, and to facilitate investments in the universe of alternative investments.

The fund owes the strong showing to consistently positive news from the companies that make up the portfolio across all classes - GBP, EUR and CHF. Although it did note that the current macroeconomic conditions throughout the eurozone remain challenging. The fund has some of its largest positions in health care, pharma and biop......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Regulatory - David Stockman: Trump tax reform overhaul is a pipe dream, stocks are heading for 40-70% plunge, Carried interest tax: How much does it matter?, Odey sees 'terrifying' mix in MiFID, tapering, asset values, Hedge funds come together to share cost of MiFID and research, SEC turns up the heat on U.S. investment advisers, India's Sebi asks hedge funds to report investments in commodity derivatives[more]

    David Stockman: Trump tax reform overhaul is a pipe dream, stocks are heading for 40-70% plunge From CNBC.com: David Stockman is warning about the Trump administration's tax overhaul plan, Federal Reserve policy, saying they could play into a severe stock market sell-off. Stockman, the R

  2. North America - Puerto Rico rejects loan offers, accusing hedge funds of trying to profit off hurricanes[more]

    From TheIintercept.com: Puerto Rico has rejected a bondholder group's offer to issue the territory additional debt as a response to the devastation of Hurricane Maria. Officials with Puerto Rico's Fiscal Agency and Financial Advisory Authority said the offer was "not viable" and would harm the islan

  3. Investing - WPP targeted by short-selling American hedge fund, Sun co-founder sells secretive hedge fund on big chip trade[more]

    WPP targeted by short-selling American hedge fund From Cityam.com: An American hedge fund has mounted a bet against WPP, the world's largest advertising group, with a trade worth almost £90m. Lone Pine Capital has built a short position worth 0.51 per cent of the FTSE 100 company,

  4. Hedge funds up as industry adjusts to rising rates[more]

    Komfie Manalo, Opalesque Asia: Hedge funds have reshuffled their portfolio after nearly four weeks of rising rates as the Lyxor Hedge Fund Index was up +0.2% from 19 September to 26 (+1.1% YTD), fuelled by strong results of global macro funds, Lyxor Ass

  5. Manager Profile - How the world's hedge fund king used 'idea meritocracy' to become a billionaire[more]

    From Forbes.com: In 1982, Ray Dalio made what he calls the biggest mistake of his life. He made a bet that there would be an economic collapse stemming from a debt crisis. And he was wrong. He lost money. He lost his client's money. He had to let people go from his firm and borrow money from his dad