Sun, Oct 26, 2014
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

Banner

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. Commodities - Oil wreaking havoc on small-cap energy stocks sliding 36%[more]

    From Bloomberg.com: Owning almost anything in the U.S. stock market has been a losing proposition since September. Owning smaller energy companies has been a catastrophe. Hercules Offshore Inc. and Resolute Energy Corp. are among 19 oil-and-gas equities in the Russell 2000 Index that lost more than

  2. Investing - Hedge funds favor equity long/short, Strategic bond managers hedge against further high yield sell-off[more]

    Hedge funds favor equity long/short From Securitieslendingtimes.com: Equity long/short strategies will generate good returns for hedge funds in the future, according to a panel at this year’s Risk Management Association Conference on Securities Lending in Naples, Florida. Panellists Sand

  3. Legal - Ex-hedge fund analyst weeps as judge hands down 5 year sentence, Former Columbus investment manager Steven P. Moore indicted on theft charges, SEBI confirms ban for Hong Kong hedge fund, SEC announces enforcement action against compliance officer[more]

    Ex-hedge fund analyst weeps as judge hands down 5 year sentence From Hereisthecity.com: An ex-hedge fund analyst was sentenced to 5 years in prison for his role in insider-trading scheme. The New York Post reports that former hedge fund analyst Matthew Teeple was sentenced Thursday to fiv

  4. Goldman in talks to acquire IndexIQ[more]

    From Bloomberg.com: Can Goldman Sachs put ETF investors on a liquid diet? Goldman is in talks to acquire IndexIQ, Reuters has reported. Index IQ is a small exchange-traded-fund firm known mostly for products that replicate hedge fund strategies, called "liquid alternative" ETFs. While IndexIQ has 11

  5. Other Voices: CALPERS dilemma should be a warning to hedge funds wanting institutional investors[more]

    From Ian Hamilton, founder of IDS Group. A quick comment on the CALPERS’ disinvestment from the hedge fund market and the jitters it is causing. Pension Funds should not be sheep and follow CALPERS’ decision as the issues that CALPERS has with hedge fund investments are in many ways unique t