Sat, Jan 21, 2017
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Oxford Investment Partners’ fund of funds ends 2012 up 9% thanks to hedge fund, equity, fixed income exposure

Monday, February 04, 2013

amb
Karl Sternberg
From Precy Dumlao, Opalesque Asia:

The UK-based Oxford Investment Partners Ltd (OXIP)’s OXIP Diversified Fund delivered 1.9% (est.) in Q4-12, bringing the entire year’s gains to 9%, thanks to the fund’s equity, hedge fund and fixed income investments that contributed returns in excess of 10%.

As at 31st December 2012 the Fund (OXIP DF) was estimated at £37m ($58.1m).

OXIP DF's hedge fund portfolio returned 5% p.a. since its May 2006 inception, comparing favourably with the industry average of 1.4% p.a.

Portfolio managers Karl Sternberg and Paul Berriman said in OXIP DF’s Q4 2012 newsletter that the fund’s 2012 profits represent two thirds of the rise in the global equity index, "in line with the proportion of a positive year’s equity returns we aim to capture, and well ahead of inflation." The MSCI ACWI (75% hedged to sterling: OXIP's medium-term benchmark) delivered 2.9% for the quarter and 14% for the year. UK conventional gilts returned 2.7% over twelve months, index-linked bonds -0.3%.

The duo expressed their outlook in the newsletter: "Turning to the future there is so much despondency about the world economy that it is difficult not to be a little heartened. Pessimists predict that monetary policy, the main weapon employed in the US, UK and Europe, is running out of efficaciousness. Our view is that we have yet to see the full benefit of previous efforts and we shall see more t......................

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 - This hedge fund made 37% betting on banks in 2016 and remains bullish after the Trump rally, Hedge fund legend David Einhorn is making a big bet on GM, After impressive 85% return in 2016, hedge fund looks to Canadian gold producer, small banks[more]

    This hedge fund made 37% betting on banks in 2016 and remains bullish after the Trump rally From Forbes.com: Can bank stocks continue to rise after a 28% surge in the KBW Bank Index in 2016, fueled by a post-election rally as stock pickers returned to the beaten down sector? Forget the s

  2. SWFs - China sovereign wealth fund CIC plans more U.S. investments[more]

    From Reuters.com: China Investment Corporation (CIC), the country's sovereign wealth fund, is looking to raise alternative investments in the United States due to low returns in public markets, its chairman said on Monday. CIC will boost its investments in private equity and hedge funds as wel

  3. Some hedge funds strong start in 2017 nice contrast to 2016[more]

    With the 2016 HSBC Hedge Weekly performance rankings in the books - a year in which the same leader-board entries pretty much dominated unchallenged throughout the year - comes a new leader board that is a hard-scrabble mix of hedge fund styles and categories. What is clear after but a few short wee

  4. Macro hedge funds and CTAs outperform in December on strong dollar[more]

    Komfie Manalo, Opalesque Asia: The last month of 2016 saw risk assets climbing higher, as part of expectations that the new U.S. administration will remove barriers to growth and investment, Lyxor Asset Management said. December also saw the Fed hik

  5. Opalesque Exclusive: Roxbury credit events UCITS gathers more assets[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: The Roxbury Credit Events Fund, launched in September 2015, was up 4.24% in 2016, having returned seven positive months during the year. The managers raised