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2014 - Click on a date in left column to access the Briefings. HELPCENTER
2013  
12 Dec. 2014 Opalesque most forwarded article - week 50: Europe - Iceland tests hedge funds as showdown with creditors arrives [more]

From Bloomberg.com: Iceland will this week tell hedge funds and other creditors in its failed banks how their claims can be settled. The government has designed a model to protect the krona from any jolts that might result from a capital outflow as currency controls are relaxed to enable repayment. The next step is to find out whether the creditors will accept the deal. “Creditors that...

05 Dec. 2014 Opalesque most forwarded article - week 49: The growing problem with performance fees [more]

This white paper was authored by FundCalcs, an independent software provider based in Dublin, and Global Perspectives, an Irish consulting and research firm. It examines the trends since 2008 of hedge fund performance and incentive fees becoming more co...

28 Nov. 2014 Opalesque most forwarded article - week 48: Unlucky Paulson & Co. rebrands $1.6bn Recovery Fund after 13% drop [more]

From Businessweek.com: A maturing U.S. economic recovery is prompting Paulson & Co. to change course. The $19 billion hedge fund firm, led by billionaire John Paulson, told investors on a conference call this month that the Paulson Recovery Fund will be renamed Paulson Special Situations Fund on Jan. 1, after concluding that the five-year-old U.S. recovery has matured, two people briefed on th...

21 Nov. 2014 Opalesque most forwarded article - week 47: Regulatory - Stringent rules for hedge funds make the financial system fragile [more]

From FT.com: …It is one thing to impose a regulatory burden when there is a clear need to do so. Banks are underwritten by taxpayers via deposit insurance as well as the too-big-to-fail safety net; they need to be reined in, and if they shrink as a result, that may be welcome. But it is another thing entirely to impose burdens on hedge funds, nearly all of which are far too small to threaten finan...

14 Nov. 2014 Opalesque most forwarded article - week 46: Ten commandments for pitch book salvation [more]

By: Meredith Jones, Alternative Investment Research. Last month I launched a blog series on capital raising with a diatribe about why money managers actually need a pitch book. I got several emails afterwards asking if I had any advice about what should go in an effective pitch book. Do I have any advice? Silly question! As a result of those inquiries, I came up with my Ten Co...

07 Nov. 2014 Opalesque most forwarded article - week 45: V2 launches hedged equity mutual fund [more]

Bailey McCann, Opalesque New York: V2 Capital has launched a new hedged equity vehicle. The V2 Hedged Equity Fund is an open-ended single manager mutual fund utilizing the hedged equity strategy the firm was previously using in its private offering. The fund is launching with $240 million of assets. "This is essentially the same strategy we were running a private fund, and w...

31 Oct. 2014 Opalesque most forwarded article - week 44: Macks aim to raise $750m for real estate debt fund [more]

From Therealdeal.com: Father-son duo William and Richard Mack and former Blackstone Group managing director Peter Sotoloff are starting a new real estate debt fund. Together, the trio hopes to raise more than $750 million for the private equity fund, according to the Wall Street Journal. The fund will provide both junior debt and bridge loans to developers in the U.S. and Europe, according to the ...

24 Oct. 2014 Opalesque most forwarded article - week 43: Commodities - Oil wreaking havoc on small-cap energy stocks sliding 36% [more]

From Bloomberg.com: Owning almost anything in the U.S. stock market has been a losing proposition since September. Owning smaller energy companies has been a catastrophe. Hercules Offshore Inc. and Resolute Energy Corp. are among 19 oil-and-gas equities in the Russell 2000 Index that lost more than half their market value over six weeks. Plunging oil prices fueled losses after production jumped an...

17 Oct. 2014 Opalesque most forwarded article - week 42: Investing - Big investors move to shore up Fannie, Freddie trade, Two hedge funds eye $1bn support to Sahara to secure Subrata Roy's release [more]

Big investors move to shore up Fannie, Freddie trade From Forbes.com: Two of the nation’s most prominent investors who have been leading the charge to make a big score out of the shares of Fannie Mae and Freddie Mac moved on Friday to shore up shares of the mortgage giants that plunged recently due to a key legal ruling. Bruce Berkowitz, whose Fairholme Fu...

10 Oct. 2014 Opalesque most forwarded article - week 41: Opalesque Roundtable Where are all the good ESG hedge funds? [more]

Benedicte Gravrand, Opalesque Geneva: What are the benefits of sustainable investing? Many pension funds look to focus on that angle to reflect their company’s good governance, but face many challenges while doing that. A portfolio manager at Univest, a large Dutch pension fund, discusses this issue during the recent ...

03 Oct. 2014 Opalesque most forwarded article - week 40: Legal - Court throws out lawsuits related to Fannie Mae, Freddie Mac profits, Insider case by SEC is a step removed from Herbalife itself, SEC grants Citigroup waivers, easing hedge-fund curbs [more]

Court throws out lawsuits related to Fannie Mae, Freddie Mac profits From WSJ.com: A group of Wall Street investors on Tuesday suffered a blow in their attempts to sue the federal government over their treatment of the shareholders of mortgage finance giants Fannie Mae and Freddie Mac after the financial crisis. A judge in the U.S. District Court for the D...

26 Sep. 2014 Opalesque most forwarded article - week 39: Socially responsible investments grow in demand, but performance questions persist [more]

Komfie Manalo, Opalesque Asia: A study by financial services firm TIAA-CREF showed that interest in socially responsible investing (SRI) is increasing rapidly, but investors are still asking if investing in an SRI strategy requires sacrificing performance or taking on additional risk, compared to a broa...

19 Sep. 2014 Opalesque most forwarded article - week 38: SEC charges 19 investment firms and one trader for breach of Rule 105 [more]

Benedicte Gravrand, Opalesque Geneva: The Securities and Exchange Commission (SEC) started a push to enhance the enforcement of Rule 105 of Regulation M last year to uncover hedge funds and private equity firms that have illegally participated in an offering of a stock after short selling it during a restricted period. Yesterday, the Commission announced it had sanctioned 19 more firms an...

12 Sep. 2014 Opalesque most forwarded article - week 37: Investing - Big hedge funds show interest in Alibaba, Maglan joins other hedge funds in rush to Argentinian assets [more]

Big hedge funds show interest in Alibaba From Hereisthecity.com: …Three other major hedge fund investors who have shown interest in the IPO are Dan Loeb of Third Point, David Tepper of Appaloosa Management and Dan Benton of Andor Capital Management. All three were among the roughly 800 people- 300 more than expected -who attended Alibaba's first road show present...

29 Aug. 2014 Opalesque most forwarded article - week 35: Study shows what resonates with investors 'Unwavering', 'passionate' beats 'committed', 'dedicated' and more surprises [more]

Komfie Manalo, Opalesque Asia: A new study by Pershing Square, a unit of BNY Mellon company, showed that an effective value proposition strengthens audience connections and fosters growth, yet many advisors have had little objective guidance in formulating such statements until now. In the study entitled ...

22 Aug. 2014 Opalesque most forwarded article - week 34: Institutions – Texas Employees sets 2015 tactical plan for alternatives, CalPERS' real estate consultant cautions the pension fund's investment committee, Why Sunsuper likes hedge funds [more]

Texas Employees sets 2015 tactical plan for alternatives From PIOnline.com: Texas Employees Retirement System will invest in up to four new hedge funds in the next fiscal year, which begins Sept. 1. Trustees approved 2015 tactical investment plans for the hedge fund, private equity and infrastructure portfolios at a meeting Tuesday at the Austin headquarters of the $26...

15 Aug. 2014 Opalesque most forwarded article - week 33: Investing – Hedge funds boost bad-loan prices as U.S. sales increase, Hedge funds hit by RMBS margin calls, Lansdowne takes a stake in luxury online retailer Achica, Using the wisdom of the crowd to democratize markets [more]

Hedge funds boost bad-loan prices as U.S. sales increase From Businessweek.com: Sales of U.S. delinquent mortgages are accelerating as lenders rush to meet demand from hedge funds and private-equity firms that has sent prices surging. Bank of America Corp. is marketing soured mortgages with a balance of about $3 billion, said David Tobin, principal at loan broker Missi...

08 Aug. 2014 Opalesque most forwarded article - week 32: Whitebox eyes liquid alternatives [more]

From Risk.net: Whitebox plans to remain a mid-sized hedge fund but has big ambitions when it comes to the liquid alternatives area. Success, say the partners, will hinge on adherence to its investment principles. When Whitebox Advisors was set up in 2000, founder Andrew Redleaf laid out a set of investment principles he wanted to guide the company’s development. The Whitebox ‘edge’ is based on a p...

01 Aug. 2014 Opalesque most forwarded article - week 31: Kyria Capital Management bets on women hedge fund managers [more]

Bailey McCann, Opalesque New York: As hedge fund assets top $3 trillion, and long/short strategies get more crowded than ever, with every manager hunting for even the tiniest bit of alpha, a new firm has emerged that claims its own edge – women. A recent Rothstein Kass study showed women-owned and women-managed hedge funds (collectively "women-run") posted annualized returns th...

25 Jul. 2014 Opalesque most forwarded article - week 30: Events – AIMA Australian Hedge Fund Forum, Sept. 16, Sydney [more]

AIMA Australia invite you to join us at our annual Hedge Fund Forum on Tuesday 16th September 2014 at the Sofitel Sydney Wentworth. The AIMA Australian Hedge Fund Forum is a non-profit hedge fund conference organised by the industry for the industry, featuring quality Australian and international speakers sharing insights, reflections, war-stories and facts with hedge fund managers and ...

18 Jul. 2014 Opalesque most forwarded article - week 29: Opalesque Roundtable Success in hedge fund marketing not linked to performance, but investor appetite [more]

Komfie Manalo, Opalesque Asia: Success in marketing a fund is not linked to the performance, but to investor appetite, to the way you can market the fund, and to how much time you can spend to raise assets, said Antoine Rolland, the CEO of incubator and seeding firm NewAlpha Asset Management at the recent...

11 Jul. 2014 Opalesque most forwarded article - week 28: Modern American family dynamics complicate wealth management [more]

Komfie Manalo, Opalesque Asia: A survey of 680 high net-worth individuals in the U.S. with $3m or more in investable assets found that the changing family structures, multi-generational and extended family circumstances, evolving gender roles, and generational views on investing and use of wealth are challenging traditional approaches to wealth planning. The 2014 U.S. Trust Insi...

04 Jul. 2014 Opalesque most forwarded article - week 27: Finles Capital offers non EU managers AIFMD solution to access to European capital [more]

Precy Dumlao, Opalesque Asia: Finless Capital has partnered with IMP Professionals to develop a cost-efficient, one-stop-shop solution allowing non-EU based investment fund managers to raise capital throughout the European Union under the new legislation, the Alternative Investment Fund Managers Directive (AIFMD) which will come into full force on July 22. The partnership of th...

27 Jun. 2014 Opalesque most forwarded article - week 26: Fast growth of liquid alternatives fuels hedge fund fee discussion [more]

Komfie Manalo, Opalesque Asia: Liquid alternative funds continue to show fast growth, said hedge fund information provider Infovest21. In its latest report, Infovest21 said in 2013, net flows for alternatives were $40bn, up from $14.6bn in 2012. So far this year through April, net flows are at $11.6bn. Lois Peltz, pr...

20 Jun. 2014 Opalesque most forwarded article - week 25: Hedge fund Pine River soft closes multi-strategy fund [more]

Komfie Manalo, Opalesque Asia: Minnesota-based Pine River Capital Management, the $15bn hedge fund firm founded by Brian Taylor, is soft closes its $4.5vn multi-strategy Pine River Fund as it shuns new money because of "challenging environment" for the industry. In a report, the ...

13 Jun. 2014 Opalesque most forwarded article - week 24: U.S. IRS issues rule reducing hedge fund fees to institutional investors [more]

Komfie Manalo, Opalesque Asia: The U.S. Internal Revenue Service has issued a new rule reducing the incentive fees assessed by hedge funds on institutional investors, allowing the sector to invest into the industry at a much lower cost. A report by ...

06 Jun. 2014 Opalesque most forwarded article - week 23: A good spell for event driven hedge funds such as FrontFour Capital [more]

Benedicte Gravrand, Opalesque Geneva for New Managers: FrontFour Capital Partners LLC has made appearances in Opalesque’s daily newsletter (AMB)’s Activist News section for a while. The last we heard of the hedge f...

30 May. 2014 Opalesque most forwarded article - week 22: Mitsubishi UFC completes acquisition of Meridian Fund [more]

Komfie Manalo, Opalesque Asia: Global asset administrator Mitsubishi UFJ Fund Services announced it has completed acquisition of Meridian Fund Services Group on 27 May. The deal was completed as part of the ongoing growth strategy of Mitsubishi UFJ...

23 May. 2014 Opalesque most forwarded article - week 21: News Briefs – Chenavari Investment pays over GBP1m per head after stellar year [more]

It’s been a good year for Chenavari Investment Managers, the credit hedge fund with a focus on distressed debt founded at the height of the financial crisis by former head of credit at Calyon, Loic Fery. Assets under management swelled by over $1bn, it received numerous industry accolades, most of its funds posted double-digit returns and it expanded into Asia. It’s also been hiring more senior st...

16 May. 2014 Opalesque most forwarded article - week 20: DMS advises U.S. fund managers to get European substance [more]

Benedicte Gravrand, Opalesque Geneva: In July of this year, it will be illegal for fund managers to market in Europe unless they are compliant with the AIFMD. What makes this regulation so weighty is that 25% of U.S. capital comes from Europe and most U.S. managers are unaware that their prospective investors may become illegal this summer. The European Union'...

09 May. 2014 Opalesque most forwarded article - week 19: Opalesque Radio Time for farmland investing [more]

Benedicte Gravrand, Opalesque Geneva: There is an increasingly active community of farmland investors hoping to profit from the world's growing need for nourishment, said CNBC in March. Famed commodity investor Jim Rogers, who launched the international Quantum Fund with George Soros in the early 197...

02 May. 2014 Opalesque most forwarded article - week 18: Hedge funds gain interest from endowments and foundations - survey [more]

Bailey McCann, Opalesque New York: A new survey from NEPC shows that endowments and foundations have a strong preference for hedge funds. 81% of those surveyed noted that they plan to continue their allocations in 2014. Based on current macroeconomic indicators respondents say that domestic equities are the strongest to invest In. On a strategy basis, allocators are examining e...

25 Apr. 2014 Opalesque most forwarded article - week 17: …And Finally – Flight attendant has passengers rolling in aisle [more]

From Orange.co.uk: A video of a US flight attendant turning her safety talk into a comedy routine is proving a huge hit online. More than five million people have watched the clip of Marty Cobb which has her passengers rolling with laughter on a Southwest Airlines flight to Salt Lake City. She began:"If I can pretend to have your attention for just a few moments, my ex...

18 Apr. 2014 Opalesque most forwarded article - week 16: Classic Auto Funds Limited (CAF) launches several car investing funds [more]

Bailey McCann, Opalesque New York: A new trend in alternative alternatives is emerging - car appreciation funds. Classic Auto Funds Limited (CAF) is the first to market with several funds that make super elite luxury cars into real asset investments. As a result of growing overseas demand coupled with the limited supply of unique older vehicles, the returns on classic car investments hav...

11 Apr. 2014 Opalesque most forwarded article - week 15: European stock-picking fund up 19% YTD, bets on small caps’ high cash level [more]

Benedicte Gravrand, Opalesque Geneva for New Managers: Here is a European long/short equity fund that has been beating the odds since its 2008 inception by employing its own investment model, frequent company visits and a concentrated portfolio. ...

04 Apr. 2014 Opalesque most forwarded article - week 14: Malta to declare the Island of Filfla a tax free zone for hedge funds and hedge fund managers [more]

Matthias Knab, Opalesque: Taurus Orators, the well-known alternative thinking group, have persuaded the Maltese Authorities to declare the Maltese island of Filfla as a tax free zone to encourage hedge fund managers to move to Malta and to domicile funds within the EU. The Three Maltese Islands of Malta, Gozo and Comino are well known to the international community, but the islan...

28 Mar. 2014 Opalesque most forwarded article - week 13: Context Asset Management launches first hedge fund-of-funds mutual fund [more]

From PIOnline.com: Context Asset Management, a newly formed alternative investment mutual fund manager, on Wednesday launched its first fund, Context Alternative Strategies Fund. The new fund was seeded with $40 million from a family office that CEO Steve Kneeley said in an interview he couldn’t name. Portfolio managers for the multistrategy hedge fund-of-funds mutual fund are Andrew D...

21 Mar. 2014 Opalesque most forwarded article - week 12: M&A – Mitsubishi UFJ Fund Services acquires Meridian Fund Services Group [more]

Mitsubishi UFJ Fund Services, a global asset administrator, announces the acquisition of Meridian Fund Services Group, a fund administrator with $14bn of assets under administration (AuA). Mitsubishi UFJ Fund Services, part of Mitsubishi UFJ Financial Group (MUFG), provides a wide range of fund administration and investor services to hedge funds, fund of funds, private equity and real ...

14 Mar. 2014 Opalesque most forwarded article - week 11: Hedge funds back at net long S&P500 after buying spree [more]

Bailey McCann, Opalesque New York: Hedge funds are once again net long the S&P500 following buying spree, according to the latest hedge fund monitor data from Bank of America Merrill Lynch. F...

07 Mar. 2014 Opalesque most forwarded article - week 10: Emerging market-focused hedge funds suffer sharp losses [more]

Komfie Manalo, Opalesque Asia: Emerging market-focused hedge funds suffered sharp losses at the start of 2014 as the HFRI Emerging Markets (Total) Index declined by 2.5% in January on weakness in Eastern Europe and Latin America. Comparatively, the index gained 7.1% in the final four months of 2013. According to the latest ...

28 Feb. 2014 Opalesque most forwarded article - week 9: South African manager to launch emerging and frontier markets long/short value-biased fund [more]

Benedicte Gravrand, Opalesque Geneva for New Managers: Emerging markets have been suffering from slower economic growth, weak currencies, high interest rates and capital outflows of late. But frontier markets seem to have fared better. The MSCI Frontier Markets Index ro...

21 Feb. 2014 Opalesque most forwarded article - week 8: Comprehensive online hedge fund glossary now available [more]

Komfie Manalo, Opalesque Asia: A comprehensive online hedge fund glossary that provides users with a complete set of key terms, phrases, and definitions specific to all aspects of the global hedge fund industry has been launched by the Managed Funds Association in tandem with law firm ...

14 Feb. 2014 Opalesque most forwarded article - week 7: Swiss vote on immigration may not affect the Swiss financial services industry significantly [more]

Benedicte Gravrand, Opalesque Geneva: Swiss voters on Sunday approved a restriction on immigration and a return of tighter quotas, overturning the Swiss-EU agreement on freedom of movement; the country must now renegotiate this treaty with the European Union. In fact, Switzerland can expect all of its treaties with the EU to be reviewed, Martin Schulz, the president of the Euro...

07 Feb. 2014 Opalesque most forwarded article - week 6: Investing – Fund targets legally entangled RMBS, Buyout groups, hedge funds bid for public finance specialist Depfa, Ackman's Pershing Square trims holdings of Beam, SoftBank sags 7.4%, hedge funds seen cutting positions [more]

Fund targets legally entangled RMBS From Reuters.com: A hedge fund holding legacy mortgage securities entangled in JP Morgan's proposed private settlement with institutional investors is offering other bondholders a whopping 833% premium compared with the bank's recovery offer in order to get hold of one specific battered bond, according to offer documents s...

31 Jan. 2014 Opalesque most forwarded article - week 5: Topni’s Asia Pacific long/short equity fund returns 15% in first three years, bets on small and mid cap stocks inefficiencies [more]

Benedicte Gravrand, Opalesque Geneva for New Managers: The Topni Pacific Century Fund, L.P. is a fundamental long/short equity hedge fund managed by Ms. Jiyoung Kim in the firm that she founded in 2010, Topni Capital, in New York. A biochemistry graduate born in South Korea, Ms. Kim s...

24 Jan. 2014 Opalesque most forwarded article - week 4: Opalesque TV South African hedge fund managers see great opportunity in African consumer theme [more]

Benedicte Gravrand, Opalesque Geneva: James Faircliff and Richard Böttger, two young South African hedge fund managers, are passionate about the stock market and about investing: you’d have to be if you started trading stocks at the age of 13 – which they did. As grown-ups, they began their professional career in private equity, and then moved into the listed space. Together they eventual...

17 Jan. 2014 Opalesque most forwarded article - week 3: Blackstone’s new illiquid alternative Alternative Alpha Fund charges 8.28% in fees [more]

From Investmentnews.com: If the thought of paying the classic “two and 20” to a hedge fund makes you queasy, you may want to look away. Private-equity giant Blackstone Group is soliciting new shares for its $300 million Blackstone Alternative Alpha Fund, which carries a price tag that makes 2% in annual fees and 20% of profits look like a clearance sale. The non-traded fund of hedge funds has all-...

10 Jan. 2014 Opalesque most forwarded article - week 2: Axiom International picks co-portfolio manager to help run new small-cap equity fund [more]

From PIonline.com: Yogesh Borkar was named co-portfolio manager at Axiom International Investors, according to Axiom spokesman Shane McMahon. The position is new. Mr. Borkar will co-manage the newly launched Axiom International Small Cap Fund with Matthew Franco, who manages the small/microcap equity team. Mr. Borkar will also work with Mr. Franco as a senior analyst for the internatio...

03 Jan. 2014 Opalesque most forwarded article - week 1: There is going to be a bull’s eye on the back of any hedge fund manager who advertises [more]

Benedicte Gravrand, Opalesque Geneva:In July 2013, the U.S. Securities and Exchange Commission adopted final rules in connection with the Jumpstart Our Business Startups (JOBS) Act, lifting an 80-year old ban on general solicitation and advertising and allowing hedge f...

2013  

 

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  1. Investing - Big hedge funds win again on PetSmart, Riverbed, RBS sells real estate loans to hedge fund Cerberus, Talisman energy speculation: Which hedge funds could benefit?[more]

    Big hedge funds win again on PetSmart, Riverbed From CNBC.com: Another week, another set of wins for activist investors. On Sunday, pet supply retailer PetSmart agreed to the largest leveraged buyout of the year at $8.7 billion. Hedge fund firm JANA Partners had been pushing for a sale a

  2. Outlook - Hedge fund manager who remembers 1998 rout says prepare for pain, Bond guru Bill Gross predicts U.S. economic growth to dip to 2%[more]

    Hedge fund manager who remembers 1998 rout says prepare for pain From Bloomberg.com: Stephen Jen landed in Hong Kong in early January 1997 as Morgan Stanley’s newly minted exchange-rate strategist for Asia. He was soon working around the clock when investors began targeting the region’s

  3. Opalesque Exclusive: U.S. legal receivables fund launched in August[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: Investing in asset-backed receivables is a strategy that has been an integral part of the alternative investment space within the overall fixed income asset c

  4. Comment - High fees and low performance hit hedge funds[more]

    From FT.com: Disenchantment over high fees and lackluster performance may finally be turning the tide against hedge funds, fresh data suggest. Despite generally weak returns since the global financial crisis, hedge funds have enjoyed positive net inflows every year since 2010. This helped assets und

  5. Performance - Lansdowne, Man Group, other hedge funds profit from shorts in oil, Turmoil boosts hedge funds that bet against Russia, oil, CTAs post strongest returns since December 2010[more]

    Lansdowne, Man Group, other hedge funds profit from shorts in oil From Valuewalk.com: The rising short interest in oil companies implies that the worst for oil is yet to come. Data from Markit shows that short exposure in energy sector of S&P 500 is still looming close to the highest mar