Sat, Sep 5, 2015
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

V2 Capital's Hedge Equity Fund aims for ramp year on its third anniversary

Wednesday, August 14, 2013

Bailey McCann, Opalesque New York:

Victor Viner, a 25-year veteran of the investments industry, first created V2 Capital in 2004. After working with his partner to refine their equities strategy, the firm launched the V2 Hedged Equity Fund, with capital from firm principals in 2010. Last year, Opalesque first reported on the opening of that fund to outside investors. Now, as V2 Hedged Equity closes out its third year with a solid track record, Viner hopes to gain greater traction with investors, and expand the business.

V2's hedged equity product combines a portfolio of long high quality dividend paying equities combined with a short options overlay using customized index options, and was backed early on by investors like Ken Langone, co-founder of Home Depot. "We're doing the same strategy we have had in place since day one. Any adjustment really shows up in our short book where we take advantage of cheaper options, as our hedge, but our three year track record is consistent, and I think that gives us greater credibility with investors," Viner tells Opalesque.

The equity selection is based on rigorous fundamentals based analysis, diversifying exposure across each of the sectors in the S&P 500. The short call options are selected based on the current volatility environment and used to manage net exposure, reduce overall volatility, provide some downside protection, as well as enhance the yield of the portfolio.

"The good news for us is that we ha......................

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: New Detroit-based CTA seeks to take advantage of coming volatility[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: An emerging manager has just set up his one-man shop in the city of Detroit. Synchronicity Futures,

  2. Opalesque Exclusive: When the SEC calls, fund managers need to get out of their own way[more]

    Bailey McCann, Opalesque New York: New pressure is hitting alternative investment funds from all angles. So far this month both hedge fund and private equity players have seen enforcement actions, and subsequent fines over fees, disclosures, and misleading statements. Citi one of the biggest

  3. Fortress hedge fund manager David Dredge says markets trouble on the way[more]

    From AFR.com: David Dredge of global hedge fund Fortress has built a career studying, predicting and protecting against the world's major financial crises. The recent convulsions in global sharemarkets are "just the beginning" of a painful adjustment as money drains from the emerging market economie

  4. North America - Puerto Rico agency plans talks with hedge fund creditors[more]

    From WSJ.com: Puerto Rico’s Government Development Bank is planning to begin confidential debt-restructuring talks with hedge funds that own its bonds as early as next week, said a person familiar with the matter. The parties are set to discuss a plan under which the investors would lend additional

  5. Launches - BlackRock’s McKenna starts hedge fund with $270m, Ex-BlueBay fund managers Phillips, Fayman to launch hedge fund in 2016, Dallas lawyer, Wall Street-savvy doctor team up to form biotech-focused hedge fund[more]

    BlackRock’s McKenna starts hedge fund with $270m From Bloomberg.com: BlackRock Inc. has started an event-driven hedge fund one year after hiring Harvard Management Co.’s Mark McKenna to run the strategy. Global Event Partners, which seeks to profit from corporate events such as takeovers

 

banner