Fri, Feb 27, 2015
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Agilith North American Diversified Fund ends December +5.8% ( +44.4% 2012)

Friday, January 25, 2013

Bailey McCann, Opalesque New York: 2012 ended on a high note for Canadian firm Agilith Capital. The Agilith North American Diversified Fund ended december up +5.8% and ended 2012 up 44.4% in total, putting the fund in the top decile for funds in North America. The fund, which started in 2007 is up +105.7% since inception. The fund is designed to offer Canadian investors a diversification over the resource-heavy TSX.

The fund takes on high conviction positions, favouring stock picking over indexing with the belief that superior returns are a direct product of superior business models. The fund is also designed to quickly capture market inefficiencies and extremes in investor sentiment. According to the firm's quarterly market commentary, the firm noted that it was able to perform despite a sluggish end to the year, through the resiliency of the the US economy and improvement in the housing market.

Despite continued fiscal uncertainty, the firm expects a return to normal household formation and slight growth in consumer spending to go along with it. They note that the move by central banks to continue easing policies, is also leading to an expansion in the credit markets that will help to foster global growth. Agilith also points to the slight shift in US Fed policy that will stop easing in the US once unemployment reaches 6.5%. The firm says that while the Fed is projecting 2015 before this number is achieved, US growth could be positioned to hit that target soo......................

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: Very small CTA averages 6.90% per month since April’14 inception[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: There aren’t many one-man shops around in the hedge fund world but we talked to one. Andrew S. Peskin, who is ba

  2. Investing - Top U.S. hedge funds cut Apple stakes ahead of all-time high, John Paulson holds gold ETF in Q4 but cuts back on some miners, Hedge funds exited tumbling oil company shares late last year, Some top investors exit Herbalife, Soros added shares in fourth quarter, Moore Capital boosts U.S. financial holdings, reduces China bets[more]

    Top U.S. hedge funds cut Apple stakes ahead of all-time high From Reuters.com: Top U.S. hedge fund management firms, including David Einhorn's Greenlight Capital and Philippe Laffont's Coatue Management, reduced their stakes in Apple Inc during the fourth quarter, ahead of the iPhone mak

  3. Opalesque Exclusive: Skënderbeg launches four single-manager funds with Your Wealth AG[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: Skënderbeg Funds AGmvK, an investment fund for qualified investors under Liechtenstein law (umbrella fund),

  4. Opalesque Roundtable: Many Swiss investors are questioning the value proposition of hedge funds[more]

    Benedicte Gravrand, Opalesque Geneva: There is a well-known transition among investors in hedge funds between high-net-worth individuals and institutional investors, Ian Hamilton, head of the IDS Group, said during the recent

  5. UCITS HFS Index starts year on positive note with 1.09% gains in January[more]

    Komfie Manalo, Opalesque Asia: The UCITS HFS Index started the year on a positive note gains of 1.09% in January after finishing 2014 with a modest performance of 1.62%. Index provider 2n20 said th