<< 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
Komfie Manalo, Opalesque Asia: The B20, the business arm of the G20 in terms of government organizations, estimates that at least $60tln is needed to be spent on infrastructure by 2030 globally, said Greg Goodsell from 4D Infrastructure, a global
Benedicte Gravrand, Opalesque Geneva: Where is asset allocators’ attention turning to? If you are a financial educator, you can see the answer to this question through the eyes of the students, who are apparently focusing more on emerging markets, infrastructure and real estate, private debt, pri
This article was authored by Alex Gavrish, founder and CEO of Etalon Investment Research, and author of "Story Investing" .
Hedge Fund Tales
Komfie Manalo, Opalesque Asia: Investment consultants recommend hedge funds to clients, although they
add that "getting them into client portfolios is generally a challenge,"
said Aongus O'Gorman, Senior Investment Consultant Aongus O'Gorman at
Bailey McCann, Opalesque New York: New York-based ING is launching a new multi-asset synthetic prime brokerage platform aimed at the buy-side. The platform will offer a range of services for global, cross-asset portfolio swaps.
ING has traditionally offered its hedge fund clients synthetic p
Komfie Manalo, Opalesque Asia: More hedge funds in Australia are launching Listed Investment Companies
(LICs) mainly to obtain permanent capital while at the same time
providing liquidity to investors.
A Listed Investment Company is listed on the ASX, the local Australian
stock exchange a
In the week ending 02 December, 2016, in other miscellaneous hedge fund news, Mike Coleman said at the recent Opalesque Singapore Roundtable that from a market’s perspective, the global economy
Komfie Manalo, Opalesque Asia: From market’s perspective, the global economy has possibly reached the high point of globalization and open markets, claimed Mike Coleman of RCMA Asset Management.
"I believe this is a huge challen
Bailey McCann, Opalesque New York: The Irish Central Bank has relaxed its treatment of direct lending funds, according to a recently released
Benedicte Gravrand, Opalesque Geneva for New Managers: Cannabis is a growing market: its size in the US amounted to $6.7bn in 2015, and with the
Komfie Manalo, Opalesque Asia: Millennials are changing how Asia’s family offices are run because they are thinking quite differently from their patriarchs. The millennials are not only changing the people profile, but the investor profile as well.
[For example,] "they understand FinTech just
Komfie Manalo, Opalesque Asia: Robo-advisory could provide more cost effective solution than buying funds or even an ETF because such a technology has the potential to reduce intermediation costs and improve services offered by fund managers.
Speaking at the latest
Bailey McCann, Opalesque New York: European private equity firm IK Investment Partners has closed its eighth fund on €1.85 billion ($1.96bn), after just nine months in market. The vehicle beat its €1.6bn target and was oversubscribed. Fund VIII is larger than its predecessor vehicle, which closed
In the week ending 25 November, 2016, assets dedicated to emerging markets hedge funds increased to $199.66bn in 3Q, up $9.8bn from the prior quarter. LatAm
Komfie Manalo, Opalesque Asia: ASEAN provides several interesting opportunities, especially in the current low growth, high volatility environment, said Gaurav Bansal, portfolio manager at Salmon Global Fund during the latest
Matthias Knab, Opalesque: SyndicateRoom, the online investment platform which allows individuals
to invest alongside the professionals, today launches its study Rise
of the Growth Hunters to support UK investors who are looking for
faster growth in 2017.
The report analyses sentiment
Komfie Manalo, Opalesque Asia: Sean Moran, business development manager at the Bermuda Business Development Agency (BDA), said that
family offices operating in Bermuda can enjoy the benefit of utilizing
the different elements of financial service under
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
Mark Rzepczynski, Founding Partner, Chief Investment Officer AMPHI Research and Trading, writes on Harvest Exchange:
Investment consultants are a force to the reckoned with in the pension world. They advise and drive many pension decisions around the globe. Consultants literally control trillion
Christopher Pavese, Chief Investment Officer of Broyhill Asset
Management, via Harvest Exchange:
According to Morningstar, the average US equity manager, has
underperformed the S&P 500 Index over the past one, three and five
years. Given investors natural tendency to chase what’s working, an
From KB Associates, an offshore fund consulting firm.
In one of the most important political events in recent European history, the UK voted on June 23rd 2016, in an advisory referendum, to leave the EU. This has created great uncertainty. In this article, we
From law firm Sadis & Goldberg LLP: The insider trading case against Leon Cooperman is eerily similar to the SEC's loss to Mark Cuban, by relying on a "he-said, she-said" claim of an oral promise not to trade - but is bolstered by Cooperman as
By Mark Coriaty, Chief Strategy Officer, Eze Castle Integration
As financial firms become increasingly interconnected and globalized, their dependence on cyberspace has skyrocketed. While this amplified reliance on the infobahn has accelerated productivity and growth, it has also exposed firms
AllianzGI to acquire Sound Harbor Partners
Allianz Global Investors (AllianzGI), an active investment manager, announced that Sound Harbor Partners, a US private credit manager led by Michael Zupon and Dean Criares, have agreed to join its fast-growing Private Debt Platform. Under the te
From FT.com: Pension funds and insurance companies have increasingly embraced riskier assets in their hunt for higher returns over the past five years. Alternative assets such as property, infrastructure, private equity and hedge funds have been bought up by institutional investors in a world where
Nectar Financial hires senior investment team
Nectar Financial AG, a Swiss financial technology company for wealth and asset management, has announced that it has hired two key senior leaders to spearhead its digital asset management efforts. The company also announced that it has entere
Cognizant has introductory discussion with activist investor Elliott; to review letter
From Indiatimes.com: Cognizant said it had an introductory discussion with Elliott Management after receiving the activist hedge fund's letter asking for a board shakeup, a buyback, a dividend and chan
Bailey McCann, Opalesque New York: The Irish Central Bank has relaxed its treatment of direct lending funds, according to a recently released
Featuring : CoroCapital: A hedge fund’s success is determined pre-launch.Coronation Capital formed part of the listed Coronation Holdings Group which was founded in the early 1990’s. Post the unbundling of Coronation Fund Managers, it continued as an independent investment house, deploying proprietary ...» Watch the video
Near Term Trend: Positive to NeutralFriday’s Close: 4,739.02 (+5)UPDATE: For the last seven weeks we stated, “Any price action above 4,750.00 keeps this Index on near term solid ground”.As of this past Thursday, our key support level was violated.I would expect a move toward 4,640 initially.
Near Term Trend: Positive to Neutral
Friday’s Close: 4,739.02 (+5)
UPDATE: For the last seven weeks we stated, “Any price action above 4,750.00 keeps this Index on near term solid ground”.
As of this past Thursday, our key support level was violated.
I would expect a move toward 4,640 initially.