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Alternative Market Briefing

Other Voices: Alternative entrepreneurs are generating alpha

Wednesday, July 17, 2013

amb
Andrew Cohan
This article was authored by Andrew Cohan, founding member and portfolio manager at Macoma Capital Group, an opportunistic direct investing/special opportunities partnership specifically tailored for large family offices.

In today’s challenging hunt for alpha, investors are finding that entrepreneurial channels can provide novel ways to outperform institutional alternatives. Investors need performance and diversification from their alternative investments, yet the ability to source and obtain both goals has become harder to accomplish in the sector. But investors take note: there are success stories. Entrepreneurs exist who are achieving results, but their visibility is limited due to small size, a lack of analyst coverage, and investor reluctance to commit money to a new enterprise. Those willing to seek alpha where it is found can take advantage of some interesting opportunities through these 'under the radar’ performers.

The issues impacting return generation are numerous and well-documented, ranging from pervasive and protracted governmental quantitative easing in the wake of 2008, extensive lowering of leverage use across strategies, aggressive governmental probes into trading practices, and systematic reforms in proprietary trading. Additionally, structural instability in equities both in the US and abroad has led to market volatility which has eroded returns, compounded by protracted low interest ......................

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