Wed, Apr 1, 2015
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Long US and Canadian equities, commodities and M&A offer opportunities for Canadian hedge funds

Wednesday, October 03, 2012

amb
Frank Maeba
From Komfie Manalo, Opalesque Asia:

Long US and Canadian equities, commodities, and M&A activities are the strategies that offer opportunities for Canadian hedge fund managers and investors, agreed participants in the latest Opalesque Canada Roundtable.

The Roundtable was sponsored by Kaufman Rossin Fund Services, an independent full-service provider of specialized administration services to the global financial community and the exchange group Eurex that took place in the offices of Deloitte in Toronto, Canada in September.

Asked to comment where do Canadian hedge fund managers and investors find opportunities these days, Frank Maeba, a Managing Partner and Co-founder at global macro fund Breton Hill Capital said that one of the strategies that his firm is currently looking at is long U.S. equities.

Maeba said, "We do have a good exposure to U.S. equities, including a number of higher beta sectors like financials and materials, and you could say we have a bit of a value bias regarding the stocks we buy. There are a couple of macro fundamentals underpinning our long view of equities, but also on a technical and sentiment basis you have the upcoming U.S. election, in addition based on institutional data, it ......................

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. Other Voices: Does the hedge fund industry benefit society?[more]

    This article was authored by Don Steinbrugge, Chairman of Agecroft Partners, a US-based global consulting and third party marketing firm for hedge funds. It is no secret that the hedge fund industry is viewed negatively by a la

  2. Private credit comes into focus for investors[more]

    Bailey McCann, Opalesque New York: As investors look for a way out of the low yield/no yield environment, private credit is becoming an increasingly attractive asset class, according to a white paper from Bayshore Capital Advisors. Private credit has grown steadily since the financial crisis as

  3. Other Voices: The role of diversification in CTA portfolios[more]

    2014 brought a resurgence of managed futures strategies, or CTAs, which performed very well as a whole, outperforming all other hedge fund strategies. However, a closer look reveals that there was a wide range of performance, or return dispersion, across managers. The bottom line? Not all CTAs

  4. Neuberger Berman unit buys 20% stake in activist hedge fund Jana Partners for $2bn[more]

    Komfie Manalo, Opalesque Asia: Neuberger Berman’s unit Dyal Capital Partners bought a 20% stake in activist hedge fund firm Jana Partners worth $2bn, WSJ.com reports. The deal comes as activi

  5. Hedge fund launches fall again, $1bn funds found to outperform even smaller hedge funds[more]

    Komfie Manalo, Opalesque Asia: The number of new hedge fund launches fell again in 2014, the third consecutive year of decline, while fund liquidations saw their first drop since 2010, according to the latest HFR Market Microstructure Industry Report released by industry data provider HFR. Acc

 

banner