Tue, Jun 28, 2016
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Hyphen’s long/short equity hedge fund (38.8% in 2012) positioned to profit from coming emerging market storm

Monday, January 21, 2013

Benedicte Gravrand, Opalesque Geneva:

The portfolio manager of Hyphen’s long/short equity hedge fund believes there is a lose-lose situation for emerging market investments, which presents tremendous opportunity.

Hyphen Partners L.P. was up 38.8% in 2012 (compared to 16% for the S&P500 index and 8.21% for the Dow Jones Credit Suisse Long/Short Equity Hedge Fund Index), after returning -16.6% in 2011, 8.6% in 2010 and 25.8% in 2009. The $9.2m fund, which was launched in January 2009, is a concentrated long/short equity vehicle that invests in highly liquid securities typically over a three-five year time period, and regularly takes positions in macro and credit markets.

According to the fund’s latest monthly report, it identifies and captures large opportunities in publicly traded securities, which include (1) valuation discrepancies in companies misunderstood or underappreciated by Wall Street, (2) uneconomic selling deriving from corporation actions (restructuring, spinoffs, carve-outs) that temporarily depresses price and misdirects perceptions of long-term value, and (3) macroeconomic cycles misunderstood by the consensus.

Vijai Mohan, founder of San Francisco-based Hyphen Fund Management LLC and portfolio manager of the fund in question, told Opalesque that the fund is generally positioned along ......................

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. Blackstone buys minority stake in New York-based credit hedge fund Marathon[more]

    Benedicte Gravrand, Opalesque Geneva: Blackstone Strategic Capital Holdings Fund, a vehicle managed by Blackstone Alternative Asset Management (BAAM), has acquired a passive, minority interest in Marathon Asset Management, for an undisclosed sum. Based in New York,

  2. Investing - Soros, Druckenmiller among hedgies profiting in market plunge, Hedge funds were most bullish on bonds since 2004 before Brexit, Surprise Brexit vote unleashes scramble for dollars, High-yield hit on Brexit but no panic selling, Scientist turned hedge fund founder lured to pound, euro, Hedge fund avoids commodities, posts big gains[more]

    Soros, Druckenmiller among hedgies profiting in market plunge From HITC.com: Bullish positions in gold and volatility and well-timed short bets on China and emerging markets, among other areas, were some of the trades that benefited hedge funds on Friday as markets digested Britons' s

  3. Manager Profile - A 26-year old hedge fund manager called Brexit — here's what he thinks about the historic vote[more]

    From Businessinsider.com: Taylor Mann is not your typical fund manager. The twenty-six year old Texas A&M graduate manages Pine Capital in Larue, Texas (population 160), where he resides with his three-year old daughter. Also atypical compared with many of the largest funds out there, Mann makes

  4. People - Mariner Investment’s co-CIO Williams to leave $5.5bn firm, IOOF hires new alternatives portfolio manager[more]

    Mariner Investment’s co-CIO Williams to leave $5.5bn firm From Bloomberg.com: Basil Williams, co-chief investment officer of Mariner Investment Group, is leaving the $5.5 billion hedge-fund firm after negotiations to renew his contract failed. Williams will stay in his role until t

  5. Hedge Fund Due Diligence Exchange offers complete due diligence reports at $1500[more]

    Matthias Knab, Opalesque: HFDDX is offering complete alternative investment due diligence reports at $1500 US. Industry professionals can simply go to www.hfddx.com and indicate their interest in sponsoring one or more DD Reports for $1500 each.