<< 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
Bailey McCann, Opalesque New York: Northern Trust has launched the first commercial deployment of blockchain technology for private equity fund administration. The firm is partnering with IBM for technology development, which works off of the Hyperledger Fabric. Hyperledger is an open-source bloc
Matthias Knab, Opalesque: Jeff Seymour, Engineer. Investment Advisor. Greedometer algo inventor, writes on Harvest Exchange:
The past 7 weeks (first 7 weeks of this year)
Komfie Manalo, Opalesque Asia: A survey by Context Summits Miami showed that nearly 72% of institutional investors and family offices plan to raise their allocations to alternative asset managers this year, suggesting continued strong demand for the industry.
"As many large, brand name f
Opalesque Industry Update - Henry Jones has been named Chair and Bill Slaton Vice Chair of the California Public Employees' Retirement System's investment committee.
Jones was first elected to the CalPERS in 2007 by retired CalPERS members. He was re-elected to terms beginning in 2012 and 20
From Christen Thomson, Citigate Dewe Rogerson: Reading some of the mainstream financial press, you would be forgiven for thinking that the hedge fund business model is dead. One august news organisation headlined one particularly gloomy story, "The Golden Era of Hedge Funds Draws to a Close With
Benedicte Gravrand, Opalesque Geneva: A new series on technology providers that assist asset allocators.
Blue Lion Research, a City of London Fintech company, is bringing in artificial intelligence (AI) to provide deeper analysis for investors and managers.
For investors, the firm
In the week ending 17 February, 2017, data from eVestment showed that over 70% of hedge funds reported positive performance. Particularly emerging markets did well, returning 3.37
Komfie Manalo, Opalesque Asia: With the country's outstanding fund management industry at $54bn and growing, the Philippine market and its investors are ready to invest in "more sophisticated" asset management products, like hedge funds and alternative investments, said Deanno J. Basas, presi
Matthias Knab, Opalesque: In recent years, the market in exchange-traded funds (ETFs) has grown rapidly, both in Europe and globally. In a
Benedicte Gravrand, Opalesque Geneva for New Managers: According to an experienced hedge fund investor in Geneva, those hedge funds that have the right working spirit and real engagement from employees and partners
Benedicte Gravrand, Opalesque Geneva: According to a bottom-up fundamental investment manager, what makes a good company is the following: exceptional good management teams, a high degree of visibility over time, and robust business models that can perform in different tax and economic conditions
Matthias Knab, Opalesque: Following the success of the inaugural Middle East Family Office Investment Summit (www.mefamilyofficesummit.com) held on 7-8 December 2016 at the Ritz Carlton DIFC Dubai, the organizing family offices have t
Bailey McCann, Opalesque New York: Smart beta products have been one of the most popular product categories over the past few years. Within that group, low-volatility products are growing the fastest, however, a new white paper from Lazard's Equity Advantage team argues that investors with al
Matthias Knab, Opalesque: This article proposes a novel online portfolio selection strategy named "Passive Aggressive Mean Reversion" (PAMR).
Unlike traditional trend following approaches, the proposed approach relies upon the mean reversion relation of financial markets. Equipped with onlin
In the week ending 10 February, 2017, KKR and PAAMCO have partnered to launch a new liquid alternatives investment firm by combining PAAMCO and KKR Prisma. Unde
Benedicte Gravrand, Opalesque Geneva:
Bayshore Capital is a private, research driven investment advisory firm headquartered in Tampa, Florida, managing $250m. The firm made its first private debt allocation in 2009 and has invested $125m in 15 strategies so far. Swiss-born CIO Patrick Stutz tal
In the week ending 03 February, 2017, computer-based hedge funds have been admitted to a list of the all-time top 20 best performers for the first time.
Edmond de Rothschild group's LCH Investments, a fund of hedge funds, gave DE Shaw, Citadel and Two Sigma the ranks 3, 5 and 20 in a me
Matthias Knab, Opalesque: In a new paper, the authors apply *K-means to extracting cancer signatures from genome data without using nonnegative matrix factorization (NMF).
In a previous paper, the authors pr
Bailey McCann, Opalesque New York: Geneva-based, Lombard Odier Investment Managers, the investment group within Lombard Odier, has expanded its alternatives range with the launch of the 1798 Event Convexity Strategy. The launch, with over USD100 million of committed capital, follows the launch o
By Alex Gavrish, Etalon Investment Research .
Alex Gavrish explains why best investments are just like good stories or movies: with three-part structure, important turning points, intrigue, drama, and surprises.
Over past few year
John Huber from Saber Capital Management writes on Harvest Exchange:
Buffett talks a lot about the concept he calls the "institutional imperative". In his 1
By: Thomas Walek
President-elect Donald Trump's precedent-shattering approach to press relations has set a new tone in the media.
Executives and business leaders from all industry sectors who sit for interviews should know that they will now face a more aggressive "and defensive&quo
Ryan Morris, President at Meson Capital Partners, writes on Harvest Exchange:
The term activist investor is by no means a uniform character, there are as many
This article was authored by Alex Gavrish, founder and CEO of Etalon Investment Research, and author of "Story Investing" .
Hedge Fund Tales
Zurich / New York, December 5, 2016 – Jon Jonsson, Senior Portfolio Manager Global Fixed Income at Neuberger Berman
Our first thoughts on the Italian referendum result.
The decision by the Italian electorate to vote No in yesterday’s referendum on constitutional reform has numer
Donald A. Steinbrugge, CFA – Founder and CEO, Agecroft Partners
CalPERS was the first high profile public pension to pull out of hedge funds, and was followed a year and a half later by one of the New York City retirement plans. Recently, the number of public pension funds exiting or reducing t
By John Dolfin, CFA Chief Investment Officer and Christopher Maxey,
CAIA, Senior Portfolio Manager of Steben & Company:
Managed futures have become an alternative asset class that is widely
used by investors seeking overall portfolio diversification and absolute
returns independent of the
From Bloomberg.com: Kuwait Investment Authority is set to name Farouk Bastaki as managing director, replacing Bader Al Saad who ran the world's fifth-largest sovereign wealth fund for 14 years, a person familiar with the matter said. The KIA, as the fund is known, is finalizing the appointment, said
From Moneyweek.com: "In the long run we are all dead." Lex in the Financial Times reached for the famous quote from John Maynard Keynes in January when, after a long and unforgiving decline, the clock finally appeared to be running out on Sears, the iconic US department store group. Yet the group's
Hedge funds quit Aberdeen shorts as shares begin to recover
From Investmentweek.co.uk: The last two hedge funds to short Aberdeen Asset Management have removed their positions, as the fund group's shares begin to show signs of recovery after a difficult few years. According to the Financ
Komfie Manalo, Opalesque Asia: Latin America (+7.04%), high yield (5.63%), and Asia-Pacific (+5.06%) strategies dominated hedge fund performance in January, data provider Hennesee Fund Research said. The bottom three strategies for the mont
Hedge funds loading up on this dividend stock
From Incomeinvestors.com: Hedge funds are backing up the truck on Cameco Corp stock. Billionaire Jim Simons owns 389,000 shares. Other Wall Street titans - including Ray Dalio, Ken Griffin, and Chuck Royce - have been quietly building positio
Featuring : Private debt access: New multi-manager fund offers exposure to niche strategies.Bayshore Capital is a private, research driven investment advisory firm headquartered in Tampa, Florida. The firm manages $250M from high net worth clients, independent RIAs, and institutional investors. The firm provides comprehe...» Watch the video
Near Term Trend: PositiveFriday’s Close: 5,226.69 (+ 11.15)UPDATE: The Index continues to post new highs.It’s extremely overextended and we expect profit taking, but thus far no signs of investors relenting at this time.
Near Term Trend: Positive
Friday’s Close: 5,226.69 (+ 11.15)
UPDATE: The Index continues to post new highs.
It’s extremely overextended and we expect profit taking, but thus far no signs of investors relenting at this time.