Fri, Feb 12, 2016
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Oxford Investment Partners fund posts positive Q3 +3.6% (+7.1% YTD)

Thursday, October 25, 2012

Bailey McCann, Opalesque New York:

The UK-based Oxford Investment Partners fund released its quarterly earnings letter today noting that overall, it had a positive quarter posting gains of +3.6%, raising the fund to 7.1% for the year. The fund seeks to outperform the global equity index with half the volatility, and half the downside risk. Since 2006, the fund has mostly outperformed the equity markets, save for a blip in 2009, the firm manages just over $7m in assets. From its inception date in May 2006, the fund is up overall +3.5%.

According to the letter, the fund enjoyed an uptick of +11.5 in commodities and +4.6% in US high yield bonds. "The exception was emerging market equities, which continued to underperform developed-economy markets. The yields on government debt in the perceived haven countries of the US, Germany and the UK all rose, though they remained at historically-depressed levels. The yields on Italian and Spanish government debt fell in response to the ECB’s prospective and subsequently announced policy of support," the firm wrote.

Echoing the view of other industry participants the firm writes that the Chinese slowdown has been a cause for disappointment given its once robust pace. Overall, central bank actions continue to dominate the macroeconomic factors influencing the fund portfolio and investor attention, firm principles note. Draghi's willingness to "do whatever it takes," to steer the Eurozone out of its crisis and further easing......................

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. Credit Suisse cherry picks hedge fund ideas[more]

    From FT.com: Credit Suisse Asset Management plans to cherry pick profitable concepts from hedge funds with the launch in Europe of a “best ideas” strategy. The investment arm of the Swiss bank said the strategy will separate it from other funds blighted by “overcrowding problems”. It comes at a time

  2. Investing - Hedge funds bet on risks in U.S. blue-chip debt, Hedge funds bets against bank credit risk paying off, Tiger Global still likes Internet names, gets pointers from Jeter[more]

    Hedge funds bet on risks in U.S. blue-chip debt From WSJ.com: Hedge funds are betting the next bond sector to crack will be the $4.5 trillion market for the safest U.S. corporate debt. New York’s Perry Capital has placed a $1 billion wager against investment-grade bonds issued by 10 comp

  3. Short Selling - Hedge fund manager Kyle Bass is shorting real estate—again, Top US hedge fund has €80m short position in Paddy Power Betfair[more]

    Hedge fund manager Kyle Bass is shorting real estate—again From Fortune.com: He also predicted the mortgage crisis in 2008. Hedge fund manager Kyle Bass, who runs Dallas-based Hayman Capital, tanked the stock of a little-known real estate financier Friday by revealing that he is shorting

  4. Investing - Real estate secondaries sole 'bright spot' in 2015, As hedge funds stumble, one firm prepares to buy illiquid stakes[more]

    Real estate secondaries sole 'bright spot' in 2015 From IPE.com: The secondary market for property was the sole “bright spot” over the course of 2015, as hedge fund secondaries saw deals fall by two-thirds, according to a wide-ranging survey of the market. Setter Capital said 2015 saw th

  5. Asia - Hedge fund manager Kyle Bass estimates China's foreign reserves below critical level[more]

    From Nasdaq.com: Investor Kyle Bass stepped up his attack on China's currency, arguing in an investor letter distributed Wednesday that the second-largest economy's foreign reserves are "already below a critical level." The comments mark the latest effort by hedge funds and other investors to raise