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2017 - Click on a date in left column to access the Briefings. HELPCENTER
2016  
15 Sep. 2017 Opalesque most forwarded article - week 37: Asia - Hedge funds used to love shorting China. Now, not so much, Fledgling China FoFs require careful use NCSSF, Amac, Japanese banks turn to PE, hedge funds for returns [more]

Hedge funds used to love shorting China. Now, not so much From Bloomberg.com: A sharp devaluation. A credit crisis. And an economic hard landing. That's what some of the biggest names in the hedge fund industry were predicting for China after the nation's stocks and currency tumbled in 2015. Two years later, it hasn't worked out the way pess...

08 Sep. 2017 Opalesque most forwarded article - week 36: Are CTAs a crowded trade? [more]

Authored by Dr. Tillmann Sachs, CIO and Head of Research at London-based J8 Capital Management. Recently, an investor asked if investing in CTAs was investing in a crowded trade. We think not! A) According to the Bank of International Settlem...

01 Sep. 2017 Opalesque most forwarded article - week 35: Ex-SSARIS leaders re-emerge as Ridgedale Advisors [more]

Benedicte Gravrand, Opalesque Geneva for New Managers: State Street Global Advisors sold ...

25 Aug. 2017 Opalesque most forwarded article - week 34: Update Emerging long-biased hedge fund expands coverage [more]

Benedicte Gravrand, Opalesque Geneva for New Managers: Left Brain Capital Management, which manages Left Brain Capital Appreciation Fund L.P., a long-biased hedge fund focused on growth, has rece...

18 Aug. 2017 Opalesque most forwarded article - week 33: 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. However, country funds and regional funds haven't always delivered when it comes to perfor...

11 Aug. 2017 Opalesque most forwarded article - week 32: FinTech - CBOE plans to launch bitcoin futures, announces agreement with Winklevoss brothers' digital currency exchange, A second version of bitcoin has launched. Could it threaten the original?, From AI (Alternative Investments) to AI (Artificial Intelligence) [more]

CBOE plans to launch bitcoin futures, announces agreement with Winklevoss brothers' digital currency exchange From CNBC.com: The Chicago Board Options Exchange, the largest U.S. options exchange, is planning to launch its own bitcoin derivatives trading products by early next year. Pending review from the U.S. Commodity Futures Trading Commission, the CBOE Future...

04 Aug. 2017 Opalesque most forwarded article - week 31: Investing - Hedge funds making risky bet on Venezuelan bonds ahead of widely condemned vote, Eddie Lampert's hedge fund says it may sell some or all its Sears Canada shares, Hedge funds help BNP Paribas weather FICC fall [more]

Hedge funds making risky bet on Venezuelan bonds ahead of widely condemned vote From HITC.com: One particular trade is in the November 2017 bond of the state-owned oil company, which faces the possibility of sanctions. Some hedge funds are taking big bets on Venezuelan debt ahead of a controversial national vote on Sunday that has sparked severe unrest in that country...

28 Jul. 2017 Opalesque most forwarded article - week 30: Oaktree's Howard Marks issues another cautionary tale [more]

Benedicte Gravrand, Opalesque Geneva: Oaktree's co-chairman Howard Marks' latest memo is another cautionary one that advocates low-risk investments. He highlights what he thi...

21 Jul. 2017 Opalesque most forwarded article - week 29: FinTech - The machines are coming... Elon Musk's grim warning, Tezos' $232 million ICO may just be the beginning, A gentle introduction to Initial Coin Offerings (ICOs), Billion dollar tokens, ICOS & crazy market swings WTF is going on!?, How AI is changing the way we invest, How the tech revolution is bringing flip-flops and beanbags to Wall Street, A 'machine-learning' approach to venture capital [more]

The machines are coming... Elon Musk's grim warning From Tenplay.com.au: Tesla chief Elon Musk has called on US Governors to take 'decisive' action to curtail "the greatest risk we face as a civilization": Artificial Intelligence, or AI. Speaking at a meeting of the National Governor Association in the US on Saturday, Musk said people should b...

14 Jul. 2017 Opalesque most forwarded article - week 28: Hedge fund manager Crispin Odey says it's now more likely the market will crash [more]

From Bloomberg.com: Crispin Odey, who made money for a second straight month by sticking to bearish equity bets, said the chance of a market crash is rising as growth slows and the Federal Reserve normalizes interest rates. The credit cycle boosted by loose monetary policy has peaked and there's a widespread slowdown in the auto, commodity, industrial and retail sectors, Odey wrote in a lette...

07 Jul. 2017 Opalesque most forwarded article - week 27: Turmoil in Quant Land A hedge fund's candid view why strategies that were once working regularly mysteriously stopped working [more]

Matthias Knab, Opalesque: Neal Berger is is President of Eagle's View Asset Management and an investor and allocator I've known and respected for many years. His most recent extended market commentary, which is in parts included below, is a highly recommended read and a candid analysis why 'the lackluster performance from some historically smooth and stead...

30 Jun. 2017 Opalesque most forwarded article - week 26: Investing - U.S. hedge fund in anonymous bet against Tesco shares, Hedge funds made repeated attempts to invest in Veneto banks, Steve Cohen's Point72 takes stake in struggling electronics retailer Conn's, Hedge fund Excalibur bets Riksbank will tighten by end of year [more]

U.S. hedge fund in anonymous bet against Tesco shares From FT.com: A $20bn New York hedge fund is using an offshore shell company to anonymously bet against the shares of the UK supermarket Tesco, raising fresh questions over the efficacy of European short selling disclosure rules. Tiger Global, one of the world's largest hedge funds, has made use of ...

23 Jun. 2017 Opalesque most forwarded article - week 25: Comment For emerging market debt, a sustainable recovery [more]

Matthias Knab, Opalesque: Standish Mellon Asset Management Company writes on Harvest Exchange: After several difficult years, the outlook for emerging market debt (EMD) denominated in local currency has brightened considerably. From May 2013 to January...

16 Jun. 2017 Opalesque most forwarded article - week 24: Assets - Managed futures setting stage for dramatic growth, CTA Devet Capital reaches $100 million [more]

Managed futures setting stage for dramatic growth From PIOnline.com: Investment in managed futures strategies is on the rise as asset owners tap into the equity risk reduction and downside protection inherent in systematic trend-following approaches. Institutional investors have been pumping assets into managed futures strategies, with especially strong asset gains in...

09 Jun. 2017 Opalesque most forwarded article - week 23: Institutions - Change desperately needed in managing N.J. public pension funds, In search for yield, asset owners take on bank risks [more]

Change desperately needed in managing N.J. public pension funds From NJ.com: ...The reason for the tension last year was obvious - under Byrne's direction, New Jersey's pension fund performance was among the worst of large public pension funds in the entire nation - actually losing just under 1 percent of assets. Fast forward one year later to th...

02 Jun. 2017 Opalesque most forwarded article - week 22: Hedge funds and innovations in Shari'ah compliant alternative investments [more]

By Raj Mohamad, Founder, Five Pillars Pte Ltd, Singapore The Muslim world has produced numerous multi-disciplinary scholars and polymaths. Just one example would be Musa Al-Khwarizmi, the renowned astronomer, mathematician and geographer - heralded beyond the Islamic community as father of...

26 May. 2017 Opalesque most forwarded article - week 21: Investing - Tudor Jones backs AI hedge funds, Massive hedge fund trades highlight insider buying GE, Pentair, Tempur Sealy, Apollo Global and more, Hedge funds big wigs are buying consumer and selling tech, here's the stocks [more]

Tudor Jones backs AI hedge funds From FT.com: Hedge fund magnate Paul Tudor Jones has invested in a brace of artificial-intelligence powered "quantitative" hedge funds, underscoring the increasing acceptance that the industry will need to turn more to technology and away from traditional human traders. The billionaire investor has invested in CargoMetrics, a...

19 May. 2017 Opalesque most forwarded article - week 20: Time to invest in robotics? (part 1) [more]

Benedicte Gravrand, Opalesque Geneva for New Managers: The London-based, Swiss-born manager of the RoboCap UCITS Fund, talks to Opalesque about investing in the robotics revolution. RoboCap ...

12 May. 2017 Opalesque most forwarded article - week 19: Texas-based value manager places all bets on small caps [more]

Benedicte Gravrand, Opalesque Geneva for New Managers: A Dallas-based emerging manager talks about his passion for small caps and sticking to your guns - namely, staying concentrated and resisting the siren call of high AuM. Breach Inlet Capital Management invests in North ...

05 May. 2017 Opalesque most forwarded article - week 18: Assets - Billionaire Dan Och suggests worst is over after $6.9 billion exits his hedge fund firm in 2017, Omni Secured Lending III beats fundraising target at final close [more]

Billionaire Dan Och suggests worst is over after $6.9 billion exits his hedge fund firm in 2017 From Forbes.com: Billionaire Dan Och's Och-Ziff Capital Management said on Tuesday that investors had pulled $6.9 billion out of the hedge fund firm this year and assets under management had declined to $32 billion. The publicly traded hedge fund firm said net outflows...

28 Apr. 2017 Opalesque most forwarded article - week 17: Ex-Man manager combines sustainable investing with AI/ML [more]

Benedicte Gravrand, Opalesque Geneva for New Managers: Dr. Richard Bateson, quant fund manager and physicist, has recently registered his new fund management company with the U...

21 Apr. 2017 Opalesque most forwarded article - week 16: Carden Capital bets on volatility [more]

Bailey McCann, Opalesque New York for New Managers: Machine driven strategies are having a bit of a moment in the hedge fund world right now. Systematic funds have outperformed other strategies at a time when all eyes seem to be on performance and price. The same is true for the liqui...

14 Apr. 2017 Opalesque most forwarded article - week 15: Institutions - U.S. public funds split on absolute return programs, Yale endowment blasts low-fee crusaders, says returns would sag, Korean pensions leading push into alternative investments [more]

U.S. public funds split on absolute return programs From SWFinstitute.org: Once a coveted beat by financial journalists in the 2000s, hedge funds have taken a deep step back, as more U.S. pension funds begin to question the usefulness of hedge fund programs. Hedge funds are facing redemptions everywhere. For example, in 2016, hedge fund titan Richard Perry winded up h...

07 Apr. 2017 Opalesque most forwarded article - week 14: Dyal fund takes a minority stake in hedge fund Sound Point Capital [more]

Bailey McCann, Opalesque New York: Private equity fund Dyal Capital Partners II has taken a stake in $11.5 billion credit hedge fund Sound Point Capital. Dyal Capital Partners is an investment unit within Neuberger Berman Group that provides permanent capital to hedge funds and private equity firms by investing in non-voting minority stakes within those firms. Dyal is on its third fund f...

31 Mar. 2017 Opalesque most forwarded article - week 13: FS Investments launches energy fund [more]

Bailey McCann, Opalesque New York: $19 billion Philadelphia-based FS Investments has launched a new interval fund which will invest in energy. The FS Energy Total Return Fund is the firm's first closed-end interval fund and will invest opportunistically in energy companies and assets. FS will be targeting $2 billion for its new energy fund initially, but total capacity c...

24 Mar. 2017 Opalesque most forwarded article - week 12: Hedge fund liquidations in 2016 surpass 2009 levels, new launches decline [more]

Benedicte Gravrand, Opalesque Geneva: Even as the hedge fund industry's total assets exceeded the $3tln milestone last year, hedge fund liquidations increased. So much so that 2016 had the highest number of liquidations since 2008, claims the latest HFR Market Microstructure Report, released by HFR, the hedge fund indexation provider. For the full yea...

17 Mar. 2017 Opalesque most forwarded article - week 11: Comment - This is what happens when private equity firms run out of things to buy, Liquid vs. traditional hedge funds and alternatives Accessing the right strategies, The problem with hedge fund fees [more]

This is what happens when private equity firms run out of things to buy From Zerohedge.com: What do you do when you're part of an industry that has levered up $100's of billions of dollars in investor capital and paid a handsome premium for pretty much every asset available all while "excess cash sits on the sidelines" because there are just no dea...

10 Mar. 2017 Opalesque most forwarded article - week 10: With new acquisition, Investcorp launches credit management and edges closer to $25bn AUM target [more]

Komfie Manalo, Opalesque Asia: Global provider and alternative investment manager Investcorp has completed its acquisition and integration of the debt management business of 3i from 3i Group plc. The business, now recognized as Investcorp Credit Management, adds $11bn of assets under management, bringing the total to approximately $21.4bn. Commenting on the announcement, Mohamme...

03 Mar. 2017 Opalesque most forwarded article - week 9: Pure countertrend CTA to open to investors [more]

Benedicte Gravrand, Opalesque Geneva for New Managers: Investment manager Peter Moon has recently launched a CTA program called 3SD Countertrend, that is run through managed accounts out of Connecticut-based 3SD Capital. The...

24 Feb. 2017 Opalesque most forwarded article - week 8: People - Kuwait wealth fund head Al Saad said to step down after 14 years [more]

From Bloomberg.com: Kuwait Investment Authority is set to name Farouk Bastaki as managing director, replacing Bader Al Saad who ran the world's fifth-largest sovereign wealth fund for 14 years, a person familiar with the matter said. The KIA, as the fund is known, is finalizing the appointment, said the person, asking not to be identified because the information is private. Kuwaiti newspaper ...

17 Feb. 2017 Opalesque most forwarded article - week 7: With $54bn in assets, Philippines is ready for hedge funds, alternative investment products [more]

Komfie Manalo, Opalesque Asia: With the country's outstanding fund management industry at $54bn and growing, the Philippine market and its investors are ready to invest in "more sophisticated" asset management products, like hedge funds and alternative investments, said Deanno J. Basas, president of the Fund Management Association of the Philippines and Managing Director...

10 Feb. 2017 Opalesque most forwarded article - week 6: Manager Profile - A secretive hedge fund firm that has legendary status on Wall Street is attracting new money [more]

From Businessinsider.com: A strategy run by Renaissance Technologies, the secretive multibillion hedge fund firm, is attracting fresh money. The firm's Renaissance Institutional Equity Fund (RIEF) grew by about $4 billion in 2016, ending the year with $14.9 billion after starting 2016 with about $10.9 billion, according to a person familiar with the matter. The person declined to ...

03 Feb. 2017 Opalesque most forwarded article - week 5: Legal - Fund manager fights SEC claims over 'death put' scheme, Lehman begins $265m court fight with hedge fund manager, Wells Fargo not liable for $168m Ponzi scheme, Ebullio Allegations pile up against hedge fund [more]

Fund manager fights SEC claims over 'death put' scheme From Law360.com: The U.S. Securities and Exchange Commission's administrative suit claiming a New York hedge fund manager defrauded options issuers by recruiting terminally ill patients to profit on early redemptions after their deaths opened Monday, as the manager admitted portions of his d...

27 Jan. 2017 Opalesque most forwarded article - week 4: Mariner steers credit trades to where the action is [more]

Benedicte Gravrand, Opalesque Geneva: Mariner Investment Group, an alternative asset manager headquartered in New York, has been gradually increasing its ETF arbitrage trades, and is practically taking on the role of market maker as a result. Bill Michaelcheck, founder and CIO of Mariner and Jamie Silver, managing director, explain why. Bill Michae...

20 Jan. 2017 Opalesque most forwarded article - week 3: Investing - This hedge fund made 37% betting on banks in 2016 and remains bullish after the Trump rally, Hedge fund legend David Einhorn is making a big bet on GM, After impressive 85% return in 2016, hedge fund looks to Canadian gold producer, small banks [more]

This hedge fund made 37% betting on banks in 2016 and remains bullish after the Trump rally From Forbes.com: Can bank stocks continue to rise after a 28% surge in the KBW Bank Index in 2016, fueled by a post-election rally as stock pickers returned to the beaten down sector? Forget the so-called 'Trump Bump' because the rally has only begun, say Martin Fried...

06 Jan. 2017 Opalesque most forwarded article - week 1: Blackstone's Byron Wien predicts Trump mellows down, real growth and more surprises for 2017 [more]

Komfie Manalo, Opalesque Asia: Byron R. Wien, Vice Chairman of Multi-Asset Investing at Blackstone, released his list of Ten Surprises for 2017. This is the 32nd year Byron has given his views on a number of economic, financial market and political surp...

2016  

 

  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Asia - Hedge funds used to love shorting China. Now, not so much, Fledgling China FoFs require careful use: NCSSF, Amac, Japanese banks turn to PE, hedge funds for returns[more]

    Hedge funds used to love shorting China. Now, not so much From Bloomberg.com: A sharp devaluation. A credit crisis. And an economic hard landing. That's what some of the biggest names in the hedge fund industry were predicting for China after the nation's stocks and currency tumbled in 2

  2. Launches - Orchard launches new credit platform, ETN based on hedge fund to launch on the LSE[more]

    Orchard launches new credit platform Orchard Platform has rolled out Deals as a part of its new platform launch. With the addition of Deals to their suite of technology solutions for loan originators and institutional investors, Orchard Platform takes the next step in their evolution. De

  3. Neuberger Berman closes $1.1bn Credit Opportunities Fund[more]

    Neuberger Berman, a private, independent, employee-owned investment manager, announced that NB Private Equity Credit Opportunities Fund LP closed on $1.1 billion of limited partner commitments. The Fund seeks to invest in the secured and unsecured debt of private equity-backed companies, primarily i

  4. Capital Dynamics launches mid-market private credit business[more]

    Capital Dynamics, a global private asset manager, has launched a dedicated Private Credit Asset Management business. Experienced industry executives Jens Ernberg and Thomas Hall have joined Capital Dynamics to co-lead the company's new private credit initiative. They are based in Capital Dynamics' N

  5. ...And Finally - FAN-antic[more]

    From Newsoftheweird.com: Jeffrey Riegel, 56, of Port Republic, New Jersey, left 'em laughing with his obituary's parting shot at the Philadelphia Eagles. In it, Riegel asked that eight Eagles players act as pallbearers, "so the Eagles can let me down one last time." Riegel owned season tickets for 3