<< A SQUARE archive sorted by date
<< A SQUARE archive sorted by category
[18Mar13] [Timberland] A SQUARE 18 Mar 2013Global timberland investment trends and the role of U.S. forestry investments in a mixed portfolio
[13Jul12] [Timberland] Forestry investmentInvestor survey and a new fund launch
[11Nov11] [Timberland] A SQUARE 11 Nov 2011Highlighting recent trends in the timberland investment industry and introducing a niche investment fund
[17Oct11] [Timberland] A SQUARE 17 Oct 2011Fund profile – The Global Forestry Growth Fund
[12Sep11] [Timberland] A SQUARE 12 Sep 2011Industry analysts see demand for timber products shifting to emerging economies, offering opportunities for investors. The Africasia Sustainable Forestry Fund is active in this niche.
[14Mar11] [Timberland] A SQUARE 14 Mar 2011Is now the time to invest in timberland?
[29May10] [Timberland] Why timber can be a favorable asset class for institutional investorsExamining the advantages of timberland as an asset class
[18Jun09] [Timberland] Case Study Investing in BrazilForest and other national legislation is equally applicable to foreigners and Brazilians
[21May09] [Timberland] Case Study: Investing in ChinaSome regional governments have even proposed special preferential policies for foreign investors.
[16Apr09] [Timberland] "Go ahead - lower the discount rate, but be real with biological inputs"„As prices fall, the focus will shift to timber inventory and other fundamentals like growth.
[02Apr09] [Timberland] A SQUARE Timber Special III"As prices fall, the focus will shift to timber inventory and other fundamentals like growth."
[05Feb09] [Timberland] Case Study: Timberland Investing in PanamaCurrently teak is the most prevalent specie being cultivated -
[20Nov08] [Timberland] A SQUARE Timber Special II" Biological growth, which is the biggest single driver of timberland investment returns, occurs independent of any factor relating to broader financial markets - and that component of the return, investors will earn regardless of entry point."
[04Nov08] [Timberland] In tact return driversInvestors have recently been willing to accept as low as 5% discount rates for timberland, but now expect rates of compensation to reach 8-9% returns p.a.
[05Sep08] [Timberland] US Tax Treatment of International Forestland InvestmentAre on-going gains from dispositions of standing timber to be considered a gain from a disposition of a US Real Property Interest in the first place?
[25Jul08] [Timberland] Niche Timber Investing: TeakThere is a special issue related to teak sawnwood and its quality and price which investors should be aware of
[15Apr08] [Timberland] Trends in 2008“Timberland ownership is still only a minute proportion of the total financial market asset base, but ownership is rapidly moving from regional to global; and transaction prices continue to defy gravity.” …
[29Feb08] [Timberland] A SQUARE Timber SpecialTimber Special
[13Dec07] [Timberland] A timber fundPure play investment in Acacia mangium, a common plantation hard wood tree species
[06Nov07] [Timberland] Timber and Forestry ETFAn exchange traded fund that provides sector specific, global equity based exposure to timber and forestry
[26Sep07] [Timberland] “Overseas” investment in timberlands - expertiseGeographic diversification does not necessarily equal investment diversification. Investment in many countries does not mean timberland investments are diversified.
[07Aug07] [Timberland] Forest Legacy Investments, LLCTimberland property values in today’s marketplace often reflect a non-timber or higher and better use (HBU) component.
[17Jul07] [Timberland] Unusual, Short Term Investment "Option"Where hardwood timber investments are typically a medium to long-term investment, the Australian Timber Investment offers short-term investment options (as short as 12months), which can then be rolled over.
[23May07] [Timberland] Expertise on how forests can be managed to reap returns and still be conservedForests are beginning to be managed for both timber production and conservation. In the process, suggests, that this selective approach to forest management can be equally profitable, while also increasing the biological integrity of the forest and allowi
[06Mar07] [Timberland] Thomas Adams Q & AShares his insights on returns that can be expected, different investment structures and the changes investing in timber has seen
[30Jan07] [Timberland] Tim Corriero Q & ATax benefits accrued could be an add on with this asset diversifier
Bailey McCann, Opalesque New York: BlackRock will be working with New York-based Artivest to provide a platform for broader distribution of BlackRock alternatives funds. Artivest is a technology-driven alternative investment platform that also offers brokerage services. BlackRock has approximatel
Bailey McCann, Opalesque New York for New Managers: New York-based Ayin Capital Management, a new hedge fund firm founded by Simon Berring, who was previously portfolio manager at the IMC Credit Fund, has launched a
Komfie Manalo, Opalesque Asia: European specialist Lyxor Asset Management launched its first alternative multi-manager fixed income fund with daily liquidity in a UCITS format, called the Evolution Fixed Income fund.
Lyxor commented , "In t
Komfie Manalo, Opalesque Asia: Hedge fund investors are looking at private placement life insurance (PPLI) as concerns about tax lingers across the industry, said Aaron Hodari, managing director at US-based wealth advisory firm Schechter Weal
Bailey McCann, Opalesque New York: Harvard Management Company, the professionally managed $36 billion university endowment, has hired N. P. Narvekar, 54, to the roles of president and CEO. He succeeds Stephen Blyth, who resigned in July. Blyth cited health reasons for his departure after 18 month
Bailey McCann, Opalesque New York: Hedge funds are pulling some of their business from Deutsche Bank, according to a Bloomberg report. People familiar with th
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
Bailey McCann, Opalesque New York: Maitland, the Luxembourg based fund administration firm, has opened its second US office in New York. The move follows the opening of their Miami office earlier this year. The $280 billion fund services firm says its on an expansion trend and wants to become a d
In the week ending 23 September, 2016, on the legal scene; the SEC has charged Leon Cooperman of insider trading in connection with Atlas Pipeline; Co
Komfie Manalo, Opalesque Asia: South African equity-centric hedge funds reported strong gains in August and surged ahead with a solid set of returns, ahead of market indices following a moderately weak July, South African prime broker Peregrine
Bailey McCann, Opalesque New York: For all of the money going toward blockchain experiments at big financial firms, Overstock.com may be the closest to beating them to market. The company has steadily been building a blockchain based fintech business alongside its online retail arm. The subsidia
Benedicte Gravrand, Opalesque Geneva: A new series on technology providers that assist asset allocators.
There is disruption in the investor part of the world of hedge funds, coming from platforms that can replace traditionally-run search and analysis. Here is one of them.
Komfie Manalo, Opalesque Asia: Financial management company ML Capital said that because of the unstable economic environment, more fund managers have pooled funds into a lot of the same positions in an attempt to hedge against this volatility.
Bailey McCann, Opalesque New York: Even though many European countries are dealing with slow growing economies, investors are still piling money into European private funds. Late last week, French private equity firm Ardian closed its sixth fund on €4 billion. The fund hit its hard-cap and was ov
In the week ending 16 September, 2016, HFR said that hedge fund launches and liquidations fell in the second quarter of this year from the first quarter; Rory
Benedicte Gravrand, Opalesque Geneva: Activist investing is in vogue in North America, and well publicised by the brash actions of managers such as Carl Icahn of Icahn Enterprises, Bill Ackman of Pershing Square and Paul Singer of Elliott Management. It is slowly gaining ground in Europe, with a
Benedicte Gravrand, Opalesque Geneva for New Managers: The beauty of small-cap stocks, according to hedge fund manager Indraneel Das, is in their standard deviation: "They encompass a very rich universe with a wide
Bailey McCann, Opalesque New York: Some of the biggest names in asset management weighed on the state of world affairs and world markets, at the Delivering Alpha Conference held yesterday in New York. Panelists were generally gloomy, but tucked in among the worry were a few of their best ideas.
In the week ending 09 September, 2016, stocks where hedge funds own a large percentage of the outstanding shares tend to outperform the S&P 500 by about 3.6% a year, research firm
Komfie Manalo, Opalesque Asia: Singapore-based hedge fund manager Pangolin Investment Management has expressed frustration over ASEAN politicians who have let down their respective countries. Pangolin Director James Hay said that the potentia
Benedicte Gravrand, Opalesque Geneva for New Managers: Consultant Lisa Snyderman shares her experience as an outsourced chief compliance officer (CCO), and a few tips for small and new fund managers.
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
By: Donald A. Steinbrugge, CFA – Founder and CEO, Agecroft Partners
Major corrections of the capital markets are a risk that investors always need to consider. The question is not if, but when will it happen. Investors need to consider: What is the probability of it happening in the near future?
By: Chris Tucek, a Partner with Aon Hewitt Investment Consulting in Chicago
Our outlook calls for low returns by historical standards for traditional asset classes over the medium term. Looking backward, we have experienced higher levels of equity market volatility in the past year with notable
The loss of AIFMD passporting rights that enable UK-based alternative fund managers to market products across the EU has been one of the industry’s main concerns since the Brexit vote. Tim Thornton, COO, Fund Services, MUFG Investor Services, explores potential implications.
By Michael S. Young, Chief Operating Officer and Co-Founder Mediatrix Capital
Sophisticated artificial intelligence (AI) is enhancing the Forex investment approach with next generation algorithmic systems that are able to perform human tasks such as visual perception and multi-input decision-mak
This article was authored by Logica Capital Advisers, Los Angeles.
Investors use hedge funds (HFs) for a variety of reasons, including diversification and improved risk adjusted returns. However, our observation has shown that HFs carry some misconceptions about their benefits. We hav
By: Michael G. Tannenbaum
Undertakings for Collective Investments in Transferable Securities (UCITS) have become increasingly popular as an attractive cross-border investment fund product. UCITS funds are readily sold in the European Union under its harmonized regulatory regime, allowing member n
Authored by partners at global law firm Dechert LLP.
The voters have spoken. Britain will (absent any new deals) leave the EU.
Under the EU Treaty, the exit process should take at least two years. During this two-year period, UK-base
Hedge funds’ study reveals vast disparity in types of investors securing side letter arrangements
A new study of the hedge fund space by industry law firm Seward & Kissel LLP reveals a wealth of information regarding established hedge fund managers’ use of side letters—special agreements
From Reuters.com: Caesars Entertainment Corp said on Monday it remains "optimistic" of reaching a $5 billion deal with the bulk of its creditors to push its main operating unit out of bankruptcy, but one hedge fund bondholder said it will pursue litigation. Caesars offered a sweetened $5 billion set
Komfie Manalo, Opalesque Asia: The Lyxor Hedge Fund index was up 0.4% from the week ending September 20 (-2.4% YTD), supported by the willingness of central banks to remain accommodative, Lyxor Asset Management said in its weekly briefing.
From Blooomberg.com: Richard Perry, one of the biggest names in hedge funds, is calling it quits after 28 years. Perry, 61, is winding down his New York-based flagship fund as the industry confronts one of the most tumultuous periods in its history. In a letter to investors Monday, he said his style
Matthias Knab, Opalesque: Eden Rock Group announced the purchase of Gottex’s stake in ERG Asset Management and so the firm is now wholly owned by Eden Rock. The two firms established the joint venture in 2011 to focus on providing cost effective solutions to funds holding illiquid investments, as
Featuring : KeyQuant: The benefits of an all-weather, fully systematic trading model.Based in Paris, KeyQuant started 2010 with $6 million and was able to attract a large institutional investor base and grow quickly. The two co-founders, trained in finance, aeronautics and statistics, graduated from top French en...» Watch the video
Near Term Trend: NegativeFriday’s Close: 336’4 (+ 1 cent)UPDATE: The “V” bottom continues to remain intact and act as a catalyst for a near term rally.Resistance at 358’0 will be an important hurdle if this market is to eradicate the weakness for the last 12 weeks.
Near Term Trend: Negative
Friday’s Close: 336’4 (+ 1 cent)
UPDATE: The “V” bottom continues to remain intact and act as a catalyst for a near term rally.
Resistance at 358’0 will be an important hurdle if this market is to eradicate the weakness for the last 12 weeks.