Tue, Sep 30, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Research, timing, and patience are key for AM Capital’s +41.71% Q3 finish

Monday, October 08, 2012

From Precy Dumlao, Opalesque Asia:

Vigorous research, buying or selling at opportunistic times and patience are the key drivers for alternative investment manager and Chicago-based hedge fund manager AM Capital Advisors that led the firm to achieve a double-digit +41.71 positive performance during the third quarter of 2012, compared to the DOW Jones Index which ended the same quarter at +9.94%, NASDAQ +17.26%, and S&P 500 index +14.44%.

In September, AM Capital’s hedge fund was up + 6.64% versus the DOW index + 2.63%, NASDAQ + 1.72%, and the S&P 500 index at + 2.42%. Since inception as of the end of September 30, 2012 AM Capital's performance is up 59.88% return over a 39 month period versus over the same period of time the DOW index 59.06%, NASDAQ 68.79%, and the S&P 500 index at 56.45%.

The fund attributed the decent market conditions and good stock picking due to research that resulted to the positive gains last month. AM Advisors generated alpha by concentrating mostly on small caps that had a catalyst to move.

AM Advisors President Aaron Miller said in an interview with Opalesque when asked how he managed to record strong gains when other funds, including the big ones, have been struggling, "By conducting vigorous research, buying or selling at opportunistic times, and not being so hesitant."

He explained that AM Advisors, a long/short U.S. stock equity fund, had been focusing its strategy this ......................

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. Socially responsible investments grow in demand, but performance questions persist[more]

    Komfie Manalo, Opalesque Asia: A study by financial services firm TIAA-CREF showed that interest in socially responsible investing (SRI) is increasing rapidly, but investors are still asking if investing in an SRI strategy

  2. Regulatory - Ireland launches structure for passporting loan origination funds within EU[more]

    From Asiaasset.com: The Irish Funds Industry Association (IFIA) has introduced new loan origination capabilities that will offer Asian managers and investors a new structure under the European Union’s (EU’s) Alternative Investment Fund Managers Directive (AIFMD). The new structure will allow the mar

  3. Europe - Ed Miliband's war on hedge funds could damage City of London[more]

    From Telegraph.co.uk: Ed Miliband’s plans to wage war on hedge funds could be potentially more damaging to the City of London than even the financial transaction tax (FTT), senior banking sources warned on Tuesday night. The Leader of the Opposition took aim at a number of industries as part of his

  4. News Briefs - SEC probes Pimco ETF over pricing irregularities, BEPs: Action plan released and UK first to adopt country-by-country reporting[more]

    SEC probes Pimco ETF over pricing irregularities The Securities and Exchange Commission is investigating Pimco’s pricing of exchange traded funds, the latest cloud to hang over the world’s largest bond manager, which has been dogged by poor performance and management infighting. Pimco on

  5. Outlook - Julian Robertson: There are two bubbles that can bite us[more]

    From Businessinsider.com: Legendary hedge fund manager Julian Robertson gave a warning about two bubbles that could "bite us" at Bloomberg Market's Most Influential Summit. "I agree with the fact that the economy is definitely getting better. I think the cause of that is two bubbles that will