<< 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
In the week ending 23 January, 2015, in the ongoing Swiss franc saga, Marko Dimitrijevic said he was closing his largest hedge fund, the Everest Global Fu
Komfie Manalo, Opalesque Asia: A group of hedge funds and international strategic investors are negotiating with Uber to infuse at least $600m into the app-based transportation network and taxi company headquartered in San Francisco, California, which operates 54 countries, said
Komfie Manalo, Opalesque Asia: United State prosecutors, led by Manhattan U.S. Attorney Preet Bharara, asked the 2nd U.S. Circuit Court of Appeals to reconsider its landmark ruling when it reverses the insider trading conviction of hedge fund managers Todd Newman and Anthony Chiasson, said
Komfie Manalo, Opalesque Asia: Convicted hedge fund manager Francisco Illarramendi faces sentencing this week after pleading guilty to running a Connecticut-based fraud scheme several years ago, said
Benedicte Gravrand, Opalesque Geneva for New Managers: After working at Citi's proprietary trading desk, managing a large portfolio between 2008 and 2011,
Joel S. Salomon founded SalauMor Management in New York
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 for New Managers: Warren Ashenmil, who was responsible for the commercial real estate portfolio at hedge fund Tricadia Capital, including CMBS and direct CRE debt and equity inve
Benedicte Gravrand, Opalesque Geneva for New Managers:
Small and new fund managers are struggling to survive in South Africa just as much as they are in other parts of the world. But according to some of the parti
Bailey McCann, Opalesque New York: Austria-based Qbasis Invest, a managed futures fund focused on trend following and an intraday strategy, ended the year in positive territory up +41.8%. Its Deutsche Bank certificate finished the year up +65.5%.
While its futures programs ended the year on a
Komfie Manalo, Opalesque Asia: The Swiss National Bank’s (SNB) decision to scrap the cap on the Swiss
franc (CHF) triggered a sharp movement on both local FX and equity
markets. The unexpected decision brings the currency not far from the
level where it stood when the SNB implemented the cap i
In the week ending 03 January, 2015, a study found that quite a hedge funds are beginning to think about and execute communication strategies. Irwin Latner told Opalesque
Bailey McCann, Opalesque New York: Europe's recent downturn could be the result of failing to understand the lessons already afforded by Japan's lost decades, according to delegates at the recent Opalesque Japan Ro
Benedicte Gravrand, Opalesque Geneva for New Managers: The climate for Japan-focused hedge funds is easier now, with more opportunities from a changed political environment, a stimulated financial market and new reg
Benedicte Gravrand, Opalesque Geneva: This is the second and last part of our interview with Irwin Latner, of law firm Pepper Hamilton LLP.
Part 1 is about the areas of confusion with
Benedicte Gravrand, Opalesque Geneva: A recent Peppercomm study on the changing hedge funds communications landscape
Bailey McCann, Opalesque New York: The Chicago-based National Futures Association, a self-regulatory body of the futures industry, finds itself in hot water over allegations of impropriety surrounding management's nominations for its public representatives.
The NFA board is meant to be a
In the week ending 09 January, 2015, Tim Ng predicted that the best-performing hedge funds for 2015 will be those that can take advantage of sharp market moves; Byron R. Wien predi
Benedicte Gravrand, Opalesque Geneva: EuroFin Asia Group is a global, independent merchant banking organization headquartered in Singapore that managers around $800m and engages in three activities: asset management, wealth management and priv
Bailey McCann, Opalesque New York: InvestX is the latest entrant into the crowdfunding space with a new platform for private equity deals. The InvestX platform will allow accredited retail investors access to private equity deals in established companies that have been sourced by a group of partn
Benedicte Gravrand, Opalesque Geneva: The Australian hedge fund industry has faced many challenges in terms of asset raising in the last few years. Participants at the recent Opalesque Australia Roundtable discusse
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
U.S. investors favor currency hedged Europe ETFs as euro tumbles
From Reuters.com: U.S. investors stung by the falling euro who want to stay invested in Europe are turning to exchange-traded funds designed to strip out the impact of the region's currency. The biggest among so-called "cur
Millennials use tech tools to jump into investing
It is the Facebookification of monetary investing. From social networking platforms that enable young investors to stick to every other's stock-picking mojo, to internet sites for initially-timers hungry for a piece of the Silicon Valley
Komfie Manalo, Opalesque Asia: Professor Oliver Gottschalg of Paris-based HEC Business School, also known as Ecole des Hautes Etudes Commerciales de Paris has released his annual ranking of the top performing private equity firms.
The 2014 HEC-DowJones Private Equity Performance Ranking
From Forbes.com: Hedge funds have always been a bit exotic and an enigma to some, but bottom line they are supposed to produce good returns using a range of strategies including global macro, event driven and relative value (arbitrage). And, sophisticated or high-net-worth individuals (HNWIs) could
From CNBC.com: A hedge fund manager told clients he is "truly sorry" for losing virtually all their money. Owen Li, the founder of Canarsie Capital in New York, said Tuesday he had lost all but $200,000 of the firm's capital—down from the roughly $100 million it ran as of late March.
"I take r
Featuring : Up 90% in 2014: Adam Tomas, a different systematic long term trend follower trading “axiomatic regularities”.Australian Adam Tomas started to design systematic trading strategies in 2004. In July 2011 he launched his Global Capital Allocation Fund (GCAF). While many CTAs did well in 2014, Tomas' strategy did exceptionally well: the fund ...» 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.