Thu, Dec 18, 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

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. Investing - Big hedge funds win again on PetSmart, Riverbed, RBS sells real estate loans to hedge fund Cerberus, Talisman energy speculation: Which hedge funds could benefit?[more]

    Big hedge funds win again on PetSmart, Riverbed From CNBC.com: Another week, another set of wins for activist investors. On Sunday, pet supply retailer PetSmart agreed to the largest leveraged buyout of the year at $8.7 billion. Hedge fund firm JANA Partners had been pushing for a sale a

  2. Outlook - Hedge fund manager who remembers 1998 rout says prepare for pain, Bond guru Bill Gross predicts U.S. economic growth to dip to 2%[more]

    Hedge fund manager who remembers 1998 rout says prepare for pain From Bloomberg.com: Stephen Jen landed in Hong Kong in early January 1997 as Morgan Stanley’s newly minted exchange-rate strategist for Asia. He was soon working around the clock when investors began targeting the region’s

  3. Opalesque Exclusive: U.S. legal receivables fund launched in August[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: Investing in asset-backed receivables is a strategy that has been an integral part of the alternative investment space within the overall fixed income asset c

  4. Comment - High fees and low performance hit hedge funds[more]

    From FT.com: Disenchantment over high fees and lackluster performance may finally be turning the tide against hedge funds, fresh data suggest. Despite generally weak returns since the global financial crisis, hedge funds have enjoyed positive net inflows every year since 2010. This helped assets und

  5. Performance - Lansdowne, Man Group, other hedge funds profit from shorts in oil, Turmoil boosts hedge funds that bet against Russia, oil, CTAs post strongest returns since December 2010[more]

    Lansdowne, Man Group, other hedge funds profit from shorts in oil From Valuewalk.com: The rising short interest in oil companies implies that the worst for oil is yet to come. Data from Markit shows that short exposure in energy sector of S&P 500 is still looming close to the highest mar