Fri, May 25, 2018
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. Investing - Hedge funds hike Smurfit Kappa positions amid takeover deal hopes, Hedge fund IBV Capital digs deep to unlock long-term value in a competitive market, Eisman of 'The Big Short' fame recommends shorting Deutsche Bank[more]

    Hedge funds hike Smurfit Kappa positions amid takeover deal hopes From Irishtimes.com: Two US hedge funds, Davidson Kempner and York Capital, have accumulated a combined 4.74 per cent interest in cardboard box maker Smurfit Kappa using financial derivatives. It comes as many investors cl

  2. Foundations of hedge fund managers gave big to controversial donor-advised funds[more]

    In the world of philanthropy and tax-deductible charitable giving, the explosion of donor-advised funds has touched off intense debate. Now, there is evidence that the DAF boom is being further fuelled by hedge fund foundation money. Four of the top five foundations that gave the most to large do

  3. Third Point to raise $400 million for SPAC, Farley to run it[more]

    From Reuters.com: Daniel Loeb's hedge fund Third Point LLC plans to raise $400 million for a "blank check" company which will be run by outgoing stock market operator NYSE Group President Thomas Farley, according to a regulatory filing made on Tuesday. The new company, referred to on Wall Stre

  4. Study: For hedge funds, smaller is better[more]

    From Institutionalinvestor.com: The smaller the hedge fund is, the better its performance is likely to be, according to a new study. The study - "Size, Age, and the Performance Life Cycle of Hedge Funds," released April 26 - sought to determine whether a hedge fund's size and age had any effect on i

  5. Hedge fund returns rose in April for first gain since January[more]

    From Bloomberg.com: Bloomberg Hedge Fund Database shows returns flat this year - Currency strategies had the biggest monthly gain at 13% Hedge fund returns increased 0.78 percent in April, reversing two consecutive monthly declines. The swing of 134 basis points was driven by gains in all seven