Tue, Jun 30, 2026
A A A
Welcome Guest
Free Trial RSS pod
Get FREE trial access to our award winning publications
Industry Updates

Swiss Investment Managers debuts Europe's first director's dealings fund

Monday, September 05, 2011

Athanasios T. Ladopoulos
Opalesque Industry Update - 'Swiss Investment Managers' (SIM) will launch the "Directors Dealings Fund" (DDF) in September, the first hedge fund in Europe and US investing solely in the reported share dealings of company directors and senior corporate executives in their own firms.

Investing in listed companies, DDF will base its long or short investment decisions on publicly announced reports of transactions by company directors and senior management who are using their own money to buy or sell equity in their own firms.

SIM's fund managers will employ a counterintuitive approach, using a contrarian interpretation of directors' and managers' share dealings. The strategy has a low 0.2% to 0.4% correlation to equity capital markets and targets low volatility with strong risk-adjusted returns, generating real alpha. The fund is aiming for a risk-adjusted return of around 15%.

DDF is managed by Athanasios T. Ladopoulos, a partner in Swiss Investment Managers, supported by George Muzea, who is considered the "father" of the so-called Director Dealing and Corporate Insiders Transactions strategy, acting as senior advisor. It is a "specialised investment fund" (SIF / FIS), registered in Luxembourg with the CSSF.

The fund will not use leverage or derivatives and thus will have no associated collateral risk. It will invest in large- and mid-cap European and US companies enabling liquidity terms which are expected to make it highly appealing to a broad range of eligible high net worth individuals (HNWI's), family office and institutional investors.

"Directors and executive management team members generally know more about the companies they manage than outsiders, such as broker analysts or fund managers," points out Ladopoulos. "When directors and executives buy significant amounts of shares, that's a strong signal something good will happen. Conversely, when they sell significant amounts of shares, it's a signal of tough times ahead. DDF combines intellectual capital with proprietary investment management mechanisms to analyse such activities and thus is well placed to take advantage of these dealings."

(press release

km

What do you think?

   Use "anonymous" as my name    |   Alert me via email on new comments   |   
Previous Opalesque Exclusives                                  
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Other Voices: Nvidia extraordinary growth and the challenge of sustaining demanding valuations over time[more]

    Antonio Di Giacomo, Senior Market Analyst at XS.com, writes: Nvidia has established itself as one of the most extraordinary growth companies in the global technology sector. Over the past two fiscal years, its revenues have risen from levels close to $60 billion annually to well above $120 billi

  2. Secondaries take center stage: What the 2026 PE landscape means for GPs and investors[more]

    Matthias Knab, Opalesque for New Managers: The 2026 edition of Dechert's Global Private Equity Outlook - "Signs of a Gradual Thaw" - marks a notable shift in industry sentiment. After years of compr

  3. And, finally: Time to share it with the people[more]

    From Newsoftheweird: Leavenworth, Washington, has become a tourist destination because of the Bavarian theme businesses have adopted there, NPR reported. One shop, the Leavenworth Nutcracker Museum, houses the world's largest nutcracker collection, thanks to 101-year-old Arlene Wagner. Wagner sta

  4. Opalesque Exclusive: Private Markets Evergreen Funds - An Insider's View[more]

    Matthias Knab, Opalesque for New Managers: Private Markets Evergreen Funds: What Investors Need to Know Before They Dive In The democratization of private markets is well underway. Structural barriers t

  5. Opalesque Exclusive: Governance, Scale, and Boutique Resilience in a Consolidating Hedge Fund Industry[more]

    Matthias Knab, Opalesque for New Managers: The hedge fund industry has undergone significant consolidation in recent years, with capital increasingly concentrated among large multi-strategy platforms. Yet boutique m