Sat, Jul 2, 2016
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Family offices look for niche investments in the hunt for returns

Wednesday, May 21, 2014

amb
Ram Ahluwalia
Bailey McCann, Opalesque New York:

As hedge funds mature, the type of investments most managers are making these days are less risky and closer to institutional expectations of acceptable trading strategies. For family offices that aren't bound by public interest concerns, finding hedge fund managers that can bring niche strategies to bear in a portfolio are more appealing. In a recent Opalesque TV interview, Ram Ahluwalia, CFA, Portfolio Manager at family office Winged Foot Capital sat down with moderator Michael Oliver Weinberg to discuss where he finds opportunity in this market.

"We’re heavily invested in alternatives, but I don’t have a crystal ball. I look for managers that have a relative value exposure, that have tight nets operating in niche constrained markets," Ahluwalia says.

To that end, Winged Foot is predisposed to relative value managers and more specifically, relative value managers that are looking into sectors like Biotech or SmallCap equities.

Notably, Ahluwalia says of the 30 managers they are invested with they have zero equity long short managers, and zero global macro managers. "I think its very difficult to get a competitive advantage in the equity long short market. The competition is heavy, no one has a real edge - the same is true in global macro."

When it comes to evaluating opportunities and managers, he says he prefers to look at factors like ......................

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 - Soros, Druckenmiller among hedgies profiting in market plunge, Hedge funds were most bullish on bonds since 2004 before Brexit, Surprise Brexit vote unleashes scramble for dollars, High-yield hit on Brexit but no panic selling, Scientist turned hedge fund founder lured to pound, euro, Hedge fund avoids commodities, posts big gains[more]

    Soros, Druckenmiller among hedgies profiting in market plunge From HITC.com: Bullish positions in gold and volatility and well-timed short bets on China and emerging markets, among other areas, were some of the trades that benefited hedge funds on Friday as markets digested Britons' s

  2. Manager Profile - A 26-year old hedge fund manager called Brexit — here's what he thinks about the historic vote[more]

    From Businessinsider.com: Taylor Mann is not your typical fund manager. The twenty-six year old Texas A&M graduate manages Pine Capital in Larue, Texas (population 160), where he resides with his three-year old daughter. Also atypical compared with many of the largest funds out there, Mann makes

  3. Chesapeake Partners to liquidate hedge fund amidst 'hostile environment'[more]

    Komfie Manalo, Opalesque Asia: Chesapeake Partners Management, the hedge fund run by woman fund manager Traci Lerner said it would return investors’ money after 25 years because the market environment has become "hostile" to manage other people’s money, reported

  4. Europe - George Soros says Brexit has ‘unleashed’ a financial markets crisis, Brexit—what we know, Will the UK’s departure be a ‘soft-Brexit’ or a ‘hard-Brexit’?, Brexit: Six-point action plan for asset managers[more]

    George Soros says Brexit has ‘unleashed’ a financial markets crisis From Bloomberg.com: Britain’s decision to leave the European Union has “unleashed” a crisis in financial markets similar to the global financial crisis of 2007 and 2008, George Soros told the European Parliament in Bruss

  5. Hedge Fund Due Diligence Exchange offers complete due diligence reports at $1500[more]

    Matthias Knab, Opalesque: HFDDX is offering complete alternative investment due diligence reports at $1500 US. Industry professionals can simply go to www.hfddx.com and indicate their interest in sponsoring one or more DD Reports for $1500 each.