Sat, Feb 25, 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. Opalesque Exclusive: Swiss investors take fund seeding and acceleration into their own hands[more]

    Benedicte Gravrand, Opalesque Geneva: Banque Bonhote, a 200-year old Swiss private bank, last year launched a community of investors - heads of Swiss family and advisory offices and wealth managers - with the aim of co-investing in the kind of managers they wanted to invest in, either by way of s

  2. K2 Advisors : Why We Like Activist Hedge Fund Strategies and Some Thoughts on Alpha[more]

    Matthias Knab, Opalesque: Rob Christian, Senior Managing Director, Head of Research K2 Advisors, Franklin Templeton Solutions, writes on Harvest Exchange: When d

  3. Ex-Navy SEAL backed by Mario Gabelli, Jean-Marie Eveillard and other value giants off to strong start[more]

    From Valuewalk.com: Sententia Capital Management is not your average value focused hedge fund. The fund was founded by Michael Zapata, a former Navy Seal Team 6 Officer and has attracted funding from some of the best-known names in the value space. Mario Gabelli, Jean-Marie Eveillard from First Eagl

  4. Europe - 1 trillion euro non-performing loans are clogging EU lending channels[more]

    From Centralbanking.com: As much as 1 trillion euro of non-performing loans (NPLs) are still clogging the lending channel in the European Union. An EU asset management company (AMC) could address market failures in the secondary market for NPLs as part of a suite of measures designed to tackle the b

  5. Investing - Hedge funds' novel approach: investing for longer at lower returns, U.S. hedge fund Delta Partners lifts stake in Bellamy's, Hedge funds stockpile cobalt, electric carmakers on battery alert, Facebook is racking up the likes among the world's biggest hedge funds, Einhorn affirms gold on Trump uncertainty[more]

    Hedge funds' novel approach: investing for longer at lower returns From FNLondon.com: Hedge funds are known for making short-term bets, dipping quickly in and out of markets to take advantage of swings in prices. But, under pressure to innovate, some big-name managers are looking at ways