Fri, Jul 1, 2016
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Industry Updates

Strong investor interest for multi-strategy funds

Wednesday, July 16, 2014
Opalesque Industry Update - Capital Asset Management, the investment manager and promoter of the MontLake UCITS Platform, is delighted to present the 15th edition of the quarterly ML Capital Alternative UCITS Barometer (Barometer).

The Barometer is designed to help identify and anticipate key trends in the demand for the major strategies within the Alternative UCITS sector.

The capital introductory team at ML Capital surveyed a diverse range of 60 investors who collectively manage almost $95 billion and today invest upwards of $30 billion into Alternative UCITS, reflecting the widening of the investor base for regulated alternative products in Europe. Respondents range from insurance and pension funds to private banking organisations, with a significant constituent of financial advisers that deal with the primary source of Alternative UCITS inflows, the mid-net-worth investor.

Major Findings;

  • Sharp Rise in Interest for Multi-Strategy Funds - The most dramatic result by far this quarter is for Multi-Strategy funds, which show an almost five fold rise in the levels of demand over last quarters result. There has been a large spike in the level of allocators to Alternative UCITS planning to increase the size of their Multi-Strategy holdings this quarter. Almost half of our respondents (47%) are looking to allocate to the space, with a cautious eye on the relatively high priced equity and bond markets.
  • Bullish views on both US and Global Long Short Funds - Highest level of interest for US Long Short strategies since the inception of the Alternative UCITS Barometer. Following a drop in interest towards the tail end of 2013, sentiment towards the US Long Short space has somewhat changed and interest has rallied going into Q3. Furthermore, whilst UK Long Short slides out of favour, 51% of respondents plan to increase exposures to Global Long Short Funds.
  • Healthy Upswing towards Emerging Markets - There is a healthy move back towards the Emerging Markets shown this quarter. Our research has highlighted that there is emphatic support for Globally diversified funds (39%) as opposed to the more targeted regional products.

Report available here
PD

What do you think?

   Use "anonymous" as my name    |   Alert me via email on new comments   |   
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.