<< A SQUARE archive sorted by date
<< A SQUARE archive sorted by category
[26Apr13] [Real Assets] 'Alternative asset' investment funds in the UKAnalysis: Alternative asset funds marketed to retail investors
[05Feb10] [Asset-backed lending] A SQUARE: Asset backed lending in the small business space of the AmericasJ. Pablo Mariño, CEO Savile Finance Group, explains the firm's investment strategy
[30Jul09] [Asset Allocation] Asset Liability Management (ALM)ALM embraces a multi-period approach which allows one to make an explicit trade-off between the long term goals and short term criteria
[04Jun09] [Direct Lending] A fund that specialises in privately originated asset based loans or investmentsPortfolio has been structured so no forced sales are needed to meet redemptions
[14May09] [Direct Lending] Privately-negotiated funding transactions for s&m-cap publicly traded companies... fund has been involved in over 220 privately-negotiated financing transactions
[16Apr09] [Asset Based Lending] Asset based lending strategy insights from an allocator’s perspectiveA well diversified asset based lending portfolio should be able to return 12-15% with very healthy levels of collateral ensuring minimal losses.
[12Mar09] [Asset Based Lending] "Recession proof, but not depression proof“Exclusive market intelligence on how asset based investment strategies are currently faring and where the opportunities could be
[07Oct08] [Asset Based Lending] Insights on ABL strategies - is performance holding up?In most cases even within a geographic region each investment will rise or fall on its own merits. The biggest correlation is on any equity component that may be part of an ABL deal.
[08Aug08] [Asset Based Investing] An asset based lending and investment fundAbility to source deals via a well established business network
[17Jul08] [Asset Based Investing] A pure asset based lending fund on fundsPortfolio of pure asset-based lending and insurance linked hedge funds
[29Apr08] [Asset Backed Securities] An Asset „Backed“ Lending FundLoans intended to provide working capital to Small-to-Medium sized Enterprises
[22Apr08] [Asset Based Lending] Asset Based Lending Fund of FundsIn its simplest form, the lender takes a first priority security interest in the collateral being financed
[08Apr08] [Asset Based Lending] The status quo & up-coming investment opportunities in asset based lendingThe opportunities are re-surfacing in the same asset based lending spaces, but it is the growth in the number of potential borrowers that has increased substantially.
[24Jan08] [Asset Based Investing] Asset Based Lending FoFLending activities - hedge fund wrapper
[16Jan08] [Asset Finance] Asset based lending/financing FoFAims to pursue an “asset based-lending/ investing” pure play strategy
[19Dec07] [Asset Based Investing] Asset based lending fund of fundsConcentrate on managers who have a relatively short duration of underlying investments
[05Dec07] [Asset Based Investing] A fund uncovers structural inefficiencies in China, Brazil, RussiaWithin credit markets, a structural inefficiency (that has been exacerbated by the recent crises) stems from the fact that the banking system is generally less willing to provide loans to solid small/micro cap companies.
[06Nov07] [Asset Based Lending] An asset based lending FoFAccess to a portfolio that invests in managers dedicated to collateralised, direct lending
[26Sep07] [Asset Based Investing] White Oaks Strategic FundDynamic portfolio allocations between ABL, ABS and RLS
[29Aug07] [Asset Based Lending] Mont Blanc SelectOffers access to a robust, diversified portfolio of non-correlated investments - primarily in the asset based lending (ABL) and highly collateralised asset space
[29Aug07] [Asset Based Lending] Expertise on Asset Based Lending with Santo Volpe - IIHow robust are ABL investments under the present market conditions
[29Aug07] [Asset Based Lending] Appendix
[31Jul07] [Asset Backed Lending] Aarkad Plc, Heather PartnersFund focuses on collateralised money lending-highly collateralised structured finance loans, of short term duration (3-12months) secured loans, collateralised by commercial property in the UK & Ireland
[31Jul07] [Asset Backed Lending] Fund's performance - Appendix
[27Jun07] [Asset Backed Securities] Valuation"One should not forget that certain financial institutions can value securities based on criteria other than mark- to-market, in particular if they intend to hold them to maturity. These valuations, of course can be very different to where a security
[20Jun07] [Asset Class] "Manna"Would you say “traditional” investments trade in increasingly efficient markets (diminishing risk premia) vs. alternatives (majority are still inefficient – and offer risk premia).
[13Jun07] [Asset Finance] Systematic Absolute Return’s Survey FindingsABL was preferred amongst the asset finance strategies. It was followed by PIPEs, ABS and ABI. At the tail end of the sample were CDO’s and MBS.
[30May07] [Asset Backed Securities] Expertise on mezzanine financingWe focus on a niche in the marketplace where we are typically viewed more as an equity alternative than a debt instrument - although our collateral is secured through the recording of a lien on the property and receiving an assignment of all voting rights
[25Apr07] [Asset Based Lending] CypressTree Leveraged Alternative Income FundHave little interest rate risk, low correlation to most asset classes, low volatility
[13Mar07] [Asset Backed Lending] Stillwater New Finance FundFocuses on asset backed lending with a minority of the portfolio invested in asset backed securities
[20Feb07] [Asset Backed Securities] George Tintor Q & AGeorge Tintor elaborates on asset-backed securities
[13Feb07] [Asset Based Lending] Santo Volpe Q & AElaborates on what it means to be a niche player in the context of Asset Based Lending
[16Jan07] [Asset Backed Lending] Eden Rock Structured Finance Fund of Funds
Benedicte Gravrand, Opalesque Geneva for New Managers: ABN AMRO Clearing will host the 4th Amsterdam Investor Forum on 11th February 2015. The e
Matthias Knab, Opalesque: The U.S. Commodity Futures Trading Commission (CFTC) today announced that it has revoked the registration of Aleks A. Kins of Chicago, Illinois, as an Associated Person and the registrations of AlphaMetrix, LLC (AlphaMetrix), a Delaware limited liability company with its
Komfie Manalo, Opalesque Asia: Three former employees of BlackRock, Macquarie Group and Millennium Capital Management have joined hands to launch a Hong Kong-based hedge fund that will bet on trading opportunities in at least 13 Asian stock markets using computer models.
In a report, the
Komfie Manalo, Opalesque Asia: The year 2014 is proving to be the year of man vs. machine for the hedge
fund industry, according to industry insiders.
Komfie Manalo, Opalesque Asia: In a report, Reuters said that demand has been subdued with the
bulk of activities coming from short-term speculative investors.
In the week ending 19 December, 2014, reports on the latest Opalesque Hong Kong Roundtable described the opportunities Chinese SMEs provide for Hong Kong credi
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 si
Benedicte Gravrand, Opalesque Geneva: Edward Hardman, of Eurex, the International futures and options exchange, sees the continued futurization of OTC products, being driven by the increased regulation from Dodd-Frank and EMIR.
"Some of the products that we have listed more recently have be
Benedicte Gravrand, Opalesque Geneva: The investment opportunity set in Asia, according to some of the managers at the recent Opalesque Hong Kong Roundtable, is especially interesting in fundamental equity stock-pic
Bailey McCann, Opalesque New York: Denver-based 361 Capital, has launched a new global long/short equity liquid alternative product with Los Angeles-based Analytic Investors. The Fund uses the same investment strategy as the Analytic Global Long/Short Equity Composite, which commenced December 20
Komfie Manalo, Opalesque Asia: Greenwich, Connecticut-based hedge fund firm Marblegate Asset Management has welcomed the decision by U.S. District Judge Katherine Polk Failla in Manhattan to deny an injunction against a deal that will wipe out a majority of Education Management Corp.'s (EDMC)
Benedicte Gravrand, Opalesque Geneva: The founder of a new women-focused organization explains its rationale and goals to Opalesque.
Sefi Shliselberg worked on Wall Street, at Moody's and Deutsche, for many years and got to meet many people from the sovereign financial sector; she reali
Bailey McCann, Opalesque New York: Providing debt to SMEs is proving to be a new and interesting opportunity for Hong Kong based managers according to delegates at the recent Opalesque Hong Kong Roundtable. Traditio
In the week ending 12 December, 2014, several reports highlighted that “a fast-growing segment of U.S. retirement plans” are using hedge-fund type strategies to bet a small but increasing slice of their assets. BlackRock Inc, the world's largest asset manager, and Manning & Napier are among the
Komfie Manalo, Opalesque Asia: Financial and corporate communications consultancy firm Smithfield said that the 10 member-states ASEAN (Association of Southeast Asian Nations) generally weathered the shocks of the U.S. tapering quantative
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
Bailey McCann, Opalesque New York: Hong Kong managers are offering up international real estate funds to Asian investors, according to delegates at the latest Opalesque Hong Kong Roundtable. "Real estate to the Asians is a very prominent asset class. They like it, they understand it. Out of those
Benedicte Gravrand, Opalesque Geneva for New Managers:
Two Gottex chief officers left the firm, and the hedge fund industry at the end of 2012 to set up a real-estate investment firm in New York, in the belief this
Benedicte Gravrand, Opalesque Geneva: Hong Kong and Singapore remain the two most competitive jurisdictions in terms of attracting funds and fund managers, according to InsightLegal Asia Consu
Komfie Manalo, Opalesque Asia: The Association of Southeast Asian Nations (ASEAN) is maturing into a regional economic community and set to form the ASEAN Economic Community (AEC) bringing together 10 nations into a single market and production base by the end of 2015. If the body succeeds, the r
In the week ending 05 December, 2014, some hedge fund leaders posted strong returns: David Einhorn’s Greenlight Capital is now up 11% YTD after delivering a November
This article was authored by AlternativeSoft, a provider in asset selection, portfolio construction and fund reporting software based in the UK and Switzerland, and Global Perspectiv
This article was authored by Gabriel Kurland, managing director at Montfort Funds, a FINMA licensed representative for foreign funds in Switzerland.
Want to get your piece of the € 571 billion Swiss pension funds’ assets? Sho
Donald A. Steinbrugge, CFA – Managing Partner, Agecroft Partners
With interest rates and credit spreads near historic lows and equity valuation above historical averages, many people are concerned that the Federal Reserve, by artificially keeping rates low, has created a 2007 type asset bubble i
Research report by Alexander Ineichen of Ineichen Research & Management and Virtus Investment Partners. You can read the full report here.
Alternative investments are still not full
This paper was authored by Sudhanshu Bahadur, Valcony Sun, and Vishal Bakshi of Sapient Global Markets. You can down
This article was authored by Alex Gavrish, founder and CEO of Etalon Investment Research, and author of "Wall Street Back To Basics."
Hedge funds lose after Shire plc deal is cancelled
On October 20th, 2014, AbbVi
This article was authored by William M. Funk, Principal of the Law Office of William M. Funk, New York.
As hedge fund or other alternative investment managers know, in any offering document, the tax considerations are placed near
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
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
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
Hedge funds get boost from healthcare in 2014
From Valuewalk.com: The healthcare sector started the year on a turbulent note, as stocks of many major biotechnology companies were battered. However, most of the players in this sector have bounced back. The BarclayHedge Healthcare & Biotec
From Insidephilantrophy.com: Billionaire Steve Cohen was born in Great Neck, New York before attending Wharton, working on Wall Street and then founding SAC Capital Advisors in Connecticut. Though his company (Point72) and foundation are based in Connecticut, Cohen and Alexandra are deeply connected
From Fool.com: …The Soros Fund bought 25,000 shares of the struggling small-cap biopharma Aegerion Pharmaceuticals in the third quarter. For those of you who haven't heard of this name, suffice to say that this was a surprising buy in light of the company's recent problems and poor outlook going for
Featuring : Shining light on the shadow banking business... Private credit and enforcement in China: Better than you think.Barry Lau, a former lawyer at Clifford Chance London turned banker, co-founded HK based hedge fund Adamas Asset Management (HK) Limited in 2009. He serves as Managing Partner & CIO of the company.Adamas is licensed in Hong Kong...» Watch the video
Near Term Trend: NeutralMonday's Trade: 126'249 (+ 19.0) Yield: 2.32%UPDATE: When the SPX recovered, from its 10% correction, during the last four weeks; yields jumped (treasury price lower) nearly 50 basis points. Two weeks ago, as the December contract was trading 127'04, we highlighted, "Near term support is 126’00, but suspect". Subsequently, the contract dropped but has held above 126'00, even in light of SPX remaining bid. No Change: Sell rallies toward 127’08.