“Overseas” investment in timberlands - expertise
Geographic diversification does not necessarily equal investment diversification. Investment in many countries does not mean timberland investments are diversified.
For example, fibre from pine plantations in Chile and New Zealand may end up being exported to the same markets. Investments in hardwoods in Maine (US) and neighbouring New Brunswick (Canada) may see wood shipped to the same markets in Europe or the US.
JP Morgan Undiscovered Managers Behavioral Growth Fund (Institutional Class)
Exploiting the mental mistakes investors make - (that may cause the market to underreact to new, positive information concerning a company)
Seek to identify US stocks, they believe are mispriced based on behavioral biases rather than the more typical mispricings (price-to expense ratio, price-to-book ratio or growth rates) used.
White Oaks Strategic Fund
Dynamic portfolio allocations between ABL, ABS and RLS
Dynamic portfolio allocations between asset based loans, asset backed securities and risk linked securities
(lend against strong cash flows, strong tangible value, hard assets)
Team has networking and deal sourcing capabilities
Art update with Philip Hoffman
Art tends to be a long term investment. However, especially with Contemporary Art, it is possible to make very quick returns.
It is sensible to say that the market for masterpieces that are fresh on the market will continue to rise. These works are extremely sought after by wealthy individuals who have not necessarily been affected by the liquidity crisis, and by museum buyers. Furthermore, the supply of such works is extremely limited; so you wouldn’t need to be an economist to figure out how the market for such pieces will perform.
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