[24Jul07] Barbarian - Structured Film Investment Fund The Fund concentrates on films budgeted at less than USD10 mn
Disclaimer
[21Aug07] Expertise on investing in stamps and autographs The rare stamp and autograph markets have an enviable price history, this sets them aside from other alternative investments. There is full data available, year by year, on every stamp ever printed. This amounts to over 4 mn stamps worldwide.
[23Jan09] A Fund as a Primary Factor or Re-factor While commercial banks have long been the primary source of factoring finance, there are structures that make it possible for a private fund to stand in those shoes instead, as a primary factor or, more likely as a re-factor.
[14May09] Privately-negotiated funding transactions for s&m-cap publicly traded companies ... fund has been involved in over 220 privately-negotiated financing transactions
[22Apr08] Asset Based Lending Fund of Funds In its simplest form, the lender takes a first priority security interest in the collateral being financed
[23Apr09] Investing in a fund that will to a collection of museum-quality modern and contemporary art Art is an irreplaceable real asset - it traditionally provides protection against inflation
[20Jun07] DWS Forex Strategy Fund exploits exchange-rate volatility around the world via transactions in currency forwards and options combined with long and short positions in more than 30 currencies that are balanced in size
[17Jul08] New risks being considered for securitisation & more ... Some players in the industry are also exploring the potential securitisation of casualty risks – specific classes of liability exposure.
[21Aug07] AA Life Fund Fund of funds that invests in US life settlements
[30Jan07] Platinum and palladium It's what pollution controlling- catalytic car converters are made from potential.
[21Aug07] FX Series With Hathersage Capital – II Our experience, as early FX option market makers has taught us to be long as opposed to being short gamma, since extreme events or markets can wipe out option sellers.
[27Mar07] Expertise on investing in "falling knives" Björn Englund shares his experiences on catching “ falling knives” (investing in out of favour S&P stocks) using behavioural finance insights
[07May08] PIPE Opportunities in China Geography is still a challenge with China but it is mitigated in part because the companies trade in the US.
[27Jun07] Wood Creek Multi-Asset Fund "Our internal research indicates that an allocation of between 5-10% to alt alt investment strategies benefits most institutional investors’ portfolios. ..."
[06Feb07] Life Settlements Drawing on 30 years of experience and expertise
[10May07] Expertise on investing in entertainment backed assets The benefits of investing in an entertainment fund are high yields with low volatility and low correlation to other asset classes
[06Jun07] Octave Trade Fund: Structured finance, syndication - as applied to Trade, Commodity Finance The Octave Trade Fund is an alternative investment vehicle that specialises in structured finance, specifically, in inventory finance, trade finance, and asset based lending.
[13Jun07] Oceanic Small Cap Fund Small cap IPOs provide potential for exceptional returns in excess of those generated by larger cap companies in the same sector
[15Apr08] A fund that has a "secured loan" structure in place Heterogeneous loan profile - (remote/no correlation to financial markets)
[07Aug07] Forest Legacy Investments, LLC Timberland property values in today’s marketplace often reflect a non-timber or higher and better use (HBU) component.
[26Nov08] A Wine Fund Whose performance has held up well through the financial turmoil and has returned +19.46% from Jan.-Oct.’08
[21May09] A fund that trades G10 currencies, futures and index options 2009 performance (Share Class A) up to of 31 March 2009 is +7.73%
[06Mar07] Climate Change Investments A fund that invests in green house gas (GHG) emission credits compliant with the Kyoto Protocol and the EU Emissions Trading Scheme (EU ETS).
[28May09] Tactical and strategic insights on managing a commodity fund Whilst the amount of economic stimulus is unprecedented, the activity in physical commodity, such as copper, has begun to slow in relation to the first four months of 2009.
[16May07] Ermitage Resources Fund the fund invests principally in natural resource and other commodity related funds pursuing primarily relative value and/or arbitrage strategies. The active management approach adopted allows the fund to capture short-term investment opportunities
[30Jul09] Investing in a viatical policy In Canada there is no organised market for either product, so there is huge growth potential.
[23Apr09] Systematic exploitation of structural inefficiencies in currency markets Exposure to a universe of 70 currency pairs (depending on each model's signals, each strategy invests in 5-14 currency pairs)
[07May09] In practise ... the new Stanford Theory "One should not underestimate the value of investability."
[27Jun07] Valuation "One should not forget that certain financial institutions can value securities based on criteria other than mark- to-market, in particular if they intend to hold them to maturity. These valuations, of course can be very different to where a security
[22Apr08] Infrastructure Special The key attraction of infrastructure as an asset class is its sustainable growth profile which is relatively immune to economic cycles.
Bailey McCann, Opalesque New York: Yearly financial statements take a significant amount of resources for both hedge funds and auditors. Typically a financial statement is comprised of a variety of excel spreadsheets providing account records and supporting documentation. The manual nature of fi
Bailey McCann, Opalesque New York: Baupost Group is a Boston-based hedge fund founded by Seth Klarman emphasizing risk management. In a letter to investors obtained by Opalesque, Klarman notes that despite rocky market conditions in the latter h
Bailey McCann, Opalesque New York: Naqvi-Van Ness Asset Management, a US-based research-intensive hedge fund manager, announced that Juan Buendia had joined the firm as Director of Business Development at the start of 2012. In a statement, the firm said that it brought Buendia to help secure str
Opalesque Industry Update - Global Equity markets continued to build on January gains through mid-February, as investors focused on optimism with regard to both the US economy and European sovereign debt crisis. The US Dollar fell slightly against the major currencies, while Energy commodities rose,
The author is Deborah Prutzman,CEO, The Regulatory Fundamentals Group, a firm that provides an enterprise-wide view of the US laws that impact alternative asset managers and others involved in the field: In the wake of MF Global, it can be tempting to suggest myriad rules, which, if followed, wo
Opalesque Industry Update - Global Equity markets continued to build on January gains through mid-February, as investors focused on optimism with regard to both the US economy and European sovereign d
Opalesque Industry Update: ASM Capital, one of the largest domestic purchasers of bankruptcy claims, recently announced its intent to purchase investor claims in the MF Global Securities Investor Prot
Opalesque Industry Update: Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today reported preliminary hedge fund performance for January 2012 as well as estima
Opalesque Industry Update:U.S. Bancorp Fund Services, LLC (USBFS) today announced the launch of its first exchange traded fund (ETF) multiple series trust (MST) and a partnership with Exchange Trade C
Opalesque Industry Update – The GlobeOp Forward Redemption Indicator for February 2012 measured 3.14%, up from 1.85% in Jan
Bailey McCann, Opalesque New York: Jeroen Tielman takes a unique approach to seeding. Tielman started in finance in 1986 at what is now known as ABN AMRO, working in corporate finance and M&A. He then went on to found FundPartners, an independent investment engineering boutique. Following that h
By Beverly Chandler, Opalesque London: Quest Management Inc’s Doug Barnett is set to launch a pan-Asian ex-Japan hedge fund, the Greyhound Asia Fund, to run alongside his existing single country fund, the Thai Focused Equity Fund.
Florian Guldner, Opalesque Research: Opalesque Ltd., a leading provider of online information services to the alternative investment industry, today announces the estimated January and updated 2011 year-end results for its series of indices tracking emerging hedge fund and managed futures fund m
Opalesque Industry Update: Palmer Square Capital Management, along with Montage Investments and Atlantic Asset Management, today announced a partnership with LNG Capital, a long/short European credit
Vulpes is pleased to confirm the addition of Creo Capital and the appointment of Paul Cuthbert-Brown as a Partner in Vulpes Investment Management. Creo Capital is an alternative investment fund compa
Opalesque Industry Update - In January, the S&P 500 gained 4.48%, almost erasing the losses incurred since June 2011, while the implied stock market volatility continued to decrease, with the VIX retu
Benedicte Gravrand, Opalesque Geneva: Mrs. Ching Shao, CEO of SMC China Fund, a fund management company head-quartered in Shanghai, was in Switzerland earlier this month to present the investment strategy for the Argos-SMC China F
Bailey McCann, Opalesque New York: Gerald Rehn has weathered difficult markets. He started at Fidelity in 1999, moving into their NASDAQ trading team in 2000, worked at Lehman Brothers until 2008 and eventually became a Senior Vice President at the Abu Dhabi Investment Company. In 2011, he form
From Precy Dumlao, Opalesque Asia: Asian fund managers should have tenacity and are required to have ingenuity in order to survive the challenging environment in the region, said Cerulli Assocates in its latest
This article was authored by Richard Harris, fund manager at Port Shelter Investment Management, based in Hong Kong. He compares the investment management industry to what it was like 26 years ago. I remember a former Managing Director asking me to write a message to Head Office on a blank
This article was authored by Charles T. Hage. Mr. Hage is currently Compliance Officer at U.S.-based firm Mohican Financial Management, LLC. During his career he has reviewed financial performance measures in alternative investments and managed financial risk in corporate investment programs.
By: Don Steinbrugge, Chairman of Agecroft Partners, a global consulting and third party marketing firm for hedge funds: Since the market correction of 2008, a vast majority of hedge fund net asset flows have gone to a small minority of hedge funds with the strongest brands, marking a change
By Kayode Akindele, Funsho Allu and Fred Binka: partners of 46 Parallels LLP, an investment management business based in London and Lagos. The current focus on supplying finance to the microfinance/SME sector is admirable, but orphans a swathe of important companies across Sub Saharan Africa (SS
By Dr. David E. McClean, lecturer in philosophy and business ethics, Rutgers University & Molloy College, and Principal, The DMA Consulting Group Part of the problem was that only in an environment of crisis can the self-regulators galvanize themselves to actions that they couldn't otherwise
By Victor Murray, LLB, PG Dip LP, Accredited Director and who has been resident in the Cayman Islands from 2002. He is the Assistant Secretary of the Cayman Islands Directors Association. He is admitted as a Lawyer in New York and as a Solicitor in Scotland. He has considerable offshore fund experi
Written by: Stuart Thomson, Chief Market Economist, Ignis Asset Management. Issued by Ignis Investment Services Ltd. Authorised and regulated by the Financial Services Authority. This article contains the personal views of the author and do not necessarily reflect those of Ignis Asset Management.
This article was authored by Donald A. Steinbrugge, CFA, Managing Partner of Agecroft Partners, a global consulting and third party marketing firm for hedge funds based in Richmond, VA. After the market decline of 2008, the hedge fund industry experienced a significant contraction that was drive
From Precy Dumlao, Opalesque Asia – The $100bn Texas Teacher Retirement System and Bridgewater Associates have reached an agreement allowing the Texas pension system to acquire a minimum stake worth $250m in the world’s largest hedge fund run by Ray Dalio, various media reports said.
Hedge fund and private equity strategies increasingly converging From eFinancialnews.com: Distinctions between hedge funds and private equity are becoming increasingly blurred as alternatives managers look to do more long-term buyout deals and private equity firms seek to emulate investm
From FT.com: Hedge funds are on their final warning with investors, according to research from SEI. Although institutional investors have not yet wavered in their commitment to hedge funds, despite disappointing performance in recent years, they are now likely to be more demanding, both in terms of
Palmer Square Capital Management, along with Montage Investments and Atlantic Asset Management, today announced a partnership with LNG Capital, a long/short European credit firm based in London that focuses on European corporate credit investments. In addition to securing significant investment capi
It will invest in listed infrastructure securities from around the globe: : primarily toll roads, airports, utilities and pipelines in developed countries : focuses on assets with barriers to entry, pricing power and predictable cash flow Managed against a benchmark: the S&P Global Infrastructure Index
Featuring : CIAM: Paris-based pure, concentrated merger arbitrage fund managed by 3 French Power Women.CIAM is a Paris-based pure, concentrated merger arbitrage fund specialized in stressed transactions. The fund invests solely in officially announced transactions in Europe and in North America using a...» Watch the video
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Near Term Trend: Positive Friday’s Close: $103.60 (+ $ .96 cents)UPDATE: Last week we noted price action had broken above the wedge resistance line, and risk of Middle East upheaval was keeping the market bid, and those traders who were thinking about going short; a difficult proposition.The acceleration in the last seven trading sessions has placed price action at its highest level in eight months. At this juncture, barring no explosive military news in the Gulf region, the $105.00 region may be the upside limit near term.