Thu, Apr 19, 2018
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
A SQUARE

Wood Creek Multi-Asset Fund

Wednesday, June 27, 2007
"Our internal research indicates that an allocation of between 5-10% to alt alt investment strategies benefits most institutional investors’ portfolios. ...".

A SQUARE :: 27Jun07 Wood Creek Multi-Asset Fund
Category Alternatives
Faculty Brett D. Hellerman
Expertise Alternative Alternatives
Author Sona Blessing
Faculty Name
"An alternative alternatives' portfolio can potentially deliver over 12% net return to investors while keeping the annual portfolio volatility below 3%. Adding 10% of a portfolio of alternative alternatives to a conservative (30% equity and 70% bond) portfolio enhances portfolio returns by over 6% and lowers the overall portfolio risk by 2%. ..."
Download this research The many benefits of an A SQUARE subscription Recommend to a friend

<< A SQUARE archive sorted by date    << A SQUARE archive sorted by category

 Article link
More research related to Alternatives

[14Jul09] [Alternatives] A SQUARE 14 Jul 2009
Virtually all the survey participants associate alt-alt investments with risk diversification, followed by de-correlation

Download

[09Jan09] [Alternatives] How successful have allocations to A SQUARE's alternative alternatives been in the year 2008?
Pure, Intermediary and even select funds that operate within Others, as classified by A SQUARE, have delivered positive, low-non correlating returns

Download

[19Dec08] [Alternatives] An Alt Alt Index
The Alt-Alt Index is “not“ designed to represent the returns of any single manager - this would be better done through a peer group analysis if ...

Download

[19Sep08] [Alternatives] A White Paper - Is there an alternative to alternative asset classes?
The role and relevance of alternative alternatives

Download

[08Apr08] [Alternatives] Fund of funds that allocates to alternative alternatives
Invests with “early” niche managers - i.e. inefficiency (risk premia) have not been diluted

Download

[31Jan08] [Alternatives] ASQUARE first anniversary issue special - Part III
Looks at how alternative alternatives can be strategically positioned within a portfolio

Download

[24Jan08] [Alternatives] ASQUARE’s First Anniversary Special - Part II
I have chosen to elaborate on foreign exchange (FX - hedging vs. absolute return generation), volatility, hybrids and alternatives to plain

Download

[16Jan08] [Alternatives] ASQUARE's first anniversary special - Part I
Sources of returns that are uncorrelated to the broader financial markets - especially in times of financial distress and when “normally” non-correlating asset classes converge

Download

[10Jan08] [Alternatives] A SQUARE special
Performance, review and 2008 prospects

Download

[12Sep07] [Alternatives] The Plenum Specialized Commodity Fund
Fund of funds comprises allocations to the shipping and freight sector, energy distillates + uranium, electricity, water +commodity softs - grains and base metals

Download

[03Apr07] [Alternatives] The Millennium Wave Fund (MWF)
MWF is a fund of alternative funds that invests in non-directional, niche strategies where barriers to entry tend to be high

Download
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. News Briefs - Agio launches cybersecurity suite for alternatives, Mother who ditched her hedge fund career to set up a healthy snack brand from her kitchen table now has a GBP 1.75m business[more]

    Agio launches cybersecurity suite for alternatives Agio, a provider of managed IT and cybersecurity services for the financial services, healthcare, and payments industries, announced today that it will launch Agio SkySuite, a fully-hosted public cloud productivity and cybersecurity suite

  2. Investing - Sequoia takes Facebook stake as shares slide in data controversy, $1.4b hedge fund sees intact fundamentals for Facebook, Jim Cramer reveals some 'suggested hedge fund trades' amid the Trump tariffs[more]

    Sequoia takes Facebook stake as shares slide in data controversy From Bloomberg.com: The $4.2 billion Sequoia Fund bought a small position in Facebook Inc. as the stock slid late in the first quarter, investment manager Ruane, Cunniff & Goldfarb told clients. "The recent controversy enab

  3. Activist Investors - Blue Sky-owned Wild Breads faces uncertain future[more]

    From AFR.com: A Blue Sky private equity investment in artisan-style baker Wild Breads enjoyed multiple valuation upgrades despite losing millions and breaching its lending covenants, accounts lodged with the regulator last week show. Wild Breads lost $2.4 million in 2017, but Blue Sky ascribed a hig

  4. Opalesque Exclusive: Barnegat to close hedge fund to outside investors on weak opportunities[more]

    Komfie Manalo, Opalesque Asia: Bob Treue's Barnegat Fund Management said it is closing its $666m fixed income relative value hedge fund to outside investors. "The negative side to gains in Fixed Income Arbitrage is that unless we find new opportunit

  5. Investing - Hedge fund makes a big bet on malls, British hedge fund manager Odey short UK government bonds on QE bet[more]

    Hedge fund makes a big bet on malls From Barrons.com: The dominant narrative on American shopping malls is that they're dead. Crushed by Amazon.com, many brick-and-mortar retail stores are destined for bankruptcy. And where is the most retail, clustered all together? Malls. From a