Fri, Dec 15, 2017
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Armstrong Investment Managers finds opportunity in commodities

Tuesday, August 20, 2013

Bailey McCann, Opalesque New York:

Armstrong Investment Managers is a systematic fund with a qualitative overlay based on a range of models the firm has refined over the past 12 years. Dr. Ana Čukić Armstrong, founder of the firm notes that this unique approach would likely be ordered in with other discretionary macro funds, but with a quantitative bent. She recently spoke with Opalesque TV about her firm and where she sees opportunity going into the second half of the year.

"Our macro fund is combining the best of both worlds, which is quantitative with qualitative. The reason why we are not just relying on the quantitative models is that when one is looking at the global market with so many different asset classes, so many different sectors, coming up with a completely automated solution will result in something that is very messy and nontransparent, having in mind the changes in correlations on one side over the last years. And on the other side the whole model would fail to capture some of the changes in global themes," she explains.

Going forward, Armstrong is looking at western governments, and contrary to some market observers, expects to see deflation over time. "Unless banks actually start lending and money is in the hand of the consumers, we are not going to see inflation anytime soon," she says.

She also sees opportunities in the c......................

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. Mediobanca acquires majority stakes in Swiss hedge fund[more]

    Komfie Manalo, Opalesque Asia: Listed diversified banking group Mediobanca SpA said it has acquired a majority stake in Geneva-based hedge fund firm RAM Active Investments SA (RAM AI), an active and alternative asset manager offering a range of act

  2. Launches - Ex-BlueCrest team to open over $200m hedge fund, Greg Coffey, a hedge fund star who retired at 41, is eyeing a comeback, Brevan Howard plans Greek funds as bond rally signals revival[more]

    Ex-BlueCrest team to open over $200m hedge fund From Bloomberg.com: A team of traders who left BlueCrest Capital Management earlier this year raised more than $200 million for their own hedge fund focused on Asian stocks, according to a person familiar with the matter. Ovata Capital Manag

  3. North America - Miami could attract hedge funds if SALT deductions axed[more]

    From Law360.com: For years, inertia has been Nitin Motwani's greatest foe in his attempts to lure hedge fund owners in the northeast to Miami, which he has pitched as a tropical low-tax paradise. But with the Republican tax bill proposing to eliminate deductions for state and local taxes, he's sensi

  4. Northleaf Capital Partners closes debut private credit fund on $670M[more]

    Bailey McCann, Opalesque New York: Northleaf Capital Partners has closed its debut private credit fund - Northleaf Private Credit I - on $670 million. The vehicle will invest in private credit transactions in Europe and North America, with a primary focus on lending to private equity-backed compa

  5. ...And Finally - The ongoing gun saga in the U.S.[more]

    From Newsoftheweird.com: As elder members of the First United Methodist Church in Tellico Plains, Tennessee, gathered on Nov. 16 to discuss the recent church shooting in Sutherland Springs, Texas, one of those present asked if anyone had brought a gun to church. One man spoke up and said he c