Tue, Aug 22, 2017
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. Opalesque Exclusive: Albright Capital puts a value lens on emerging markets[more]

    Bailey McCann, Opalesque New York: Over the past decade, investors have steadily increased investments in emerging markets private funds. Allocations to the cohort have increased from $93 billion in December 2006 to $564 billion in September 2016, according to data from research firm Preqin. Howe

  2. Comment: "Long-Term Investing": What managing drawdown risk can do to your long-term returns[more]

    Matthias Knab, Opalesque: Real Investment Advice writes on Harvest Exchange: Last week, I was having lunch with a prospective portfolio management client discussing the curre

  3. Jasper Capital International joins Hedge Fund Standards Board[more]

    Komfie Manalo, Opalesque Asia: Diversified and systematic investment firm Jasper Capital International has become the second China-based signatory to the Hedge Fund Standards Board (HFSB), an organization that brings hedge fund managers and investors together to set standards for the hedge fund i

  4. Investing - Hedge-fund honchos including David Tepper are loading up on Alibaba, Billionaire hedge fund manager Stanley Druckenmiller is betting big on the Chinese consumer, Big-name U.S. hedge funds shed healthcare stocks during the rally in second-quarter, U.S. hedge funds bearish on FAANG stocks in second-quarter, Hedge fund titan Viking Global made a $680 million bet on scandal-plagued Wells Fargo[more]

    Hedge-fund honchos including David Tepper are loading up on Alibaba From CNBC.com: David Tepper's Appaloosa Management and three other he ge funds took new stakes in Chinese e-commerce giant Alibaba in the second quarter, according to the latest quarterly filings. Appaloosa disclos

  5. FinTech - Danger: Crowdfunding on the wrong platform could force you to go public[more]

    From LinkedIn.com: Some equity crowdfunding platforms are putting startups at serious risk. Working with a platform that doesn't structure your deal appropriately could jeopardize your ability to raise future capital or worse, force you to become a public reporting company. The emergence of eq