Sat, Jul 4, 2015
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. Opalesque Exclusive: New systematic strategy managed alongside research firm outperforms S&P500[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: An emerging CTA manager explains how he runs his strategy, which is based on an index produced by a research firm. Peter Turk is head of

  2. Opalesque Exclusive: New systematic strategy embraces machine learning[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: The founder of a New York-based systematic trading firm, which offers a hybrid between alpha strategies and alternative feta at lower fees, describes his approa

  3. Larry Robbins' hedge fund Glenview buys 1m Tenet Healthcare shares[more]

    Komfie Manalo, Opalesque Asia: Glenview Capital Management said it bought an additional 979,482 shares at Tenet Healthcare Corp valued at $53.80 million, raising its stakes in the healthcare services company to 15.16%, reported

  4. Legal - Grayson’s hedge funds under scrutiny for possible ethics violations, Court rejects hedge fund’s motion to block merger of Samsung affiliates[more]

    Grayson’s hedge funds under scrutiny for possible ethics violations From Freebeacon.com: Rep. Alan Grayson is finding himself in hot water over managing hedge funds that bear his name, actions that are in possible violation of House ethics rules. Sitting members of Congress are prohibite

  5. Hedge funds decline in June as stocks tumble on Greek woes[more]

    From Bloomberg.com: Hedge funds posted losses across strategies last month as uncertainty over whether Greece will remain in the euro sent global stock markets tumbling. Winton Capital Management declined about 3.1 percent in June in its $12.1 billion Winton Futures Fund, leaving it down 1.9 percent

 

banner