<< A SQUARE archive sorted by date
<< A SQUARE archive sorted by category
[10May13] [Agriculture, Water, Energy] A SQUARE 10 May 2013Investing in vital asset classes and macro mega-trends
[09Oct12] [Commodity, Real Estate, Infrastructure] Real asset-based equitiesAnalyzing the performance of commodity-based equities, REITs and listed infrastructure-based equities
[31Jan12] [Infrastructure] Listed and unlisted infrastructure fundsThe fundraising climate and empirical returns
[13May11] [Infrastructure] A SQUARE 13 May 2011Direct vs. third-party investment in illiquid assets
[15Apr11] [Water] A SQUARE 15 Apr 2011Water-related investment risk
[31Mar11] [Infrastructure] A SQUARE 31 Mar 2011Infrastructure investing opportunities – Analysis by Altius Associates
[18Aug10] [Infrastructure] A SQUARE 18 Aug 2010Unlisted infrastructure vehicles
[04Aug10] [Energy] A SQUARE 04 Aug 2010A financial product: Alternative energy and oil
[07Sep09] [Water] A SQUARE: The state of the water industry 2009How has the water industry developed recently and what are the opportunities and risks for investors?
[30Jul09] [Renewable Energy] High yielding, stable, investment grade payment streamsThe USD3bn comprise about 600MW of solar projects, most of which are located in Europe ...
[11Jun09] [Renewable Energy] A Renewable Energy FundSector and theme, renewable energy, fund - systematic with a discretionary overlay
[14May09] [Energy] Energy futures trading fundExpertise, know how, insights on how weather sensitivity affects energy supply and demand
[07May09] [Water] An opportunity to invest in waterInvests in global water opportunities, across the water value chain
[16Apr09] [Infrastructure /PPP] "...long duration infrastructure assets at prices well below fundamental value."Capital is currently being allocated where returns are more certain, for example in regulated utility networks in developed markets
[09Apr09] [Natural Resources] Investing in diamonds as an assetThe similarities shared by gold and diamonds, as an asset class ...
[19Mar09] [Alternative Energy] Renewable TechnologiesMost renewable technologies, in particular solar energy, today, are unable to compete on a cost basis with traditional forms of power generation.
[16Jan09] [Water] Supplies are finiteIn 1995 - 400 million lived in countries with water stress - by 2025, the number is expected to rise to 4 billion - over half the world’s population
[07Dec08] [Infrastructure] Where within an institutional portfolio does an allocation to infrastructure fit in?For most institutional investors, infrastructure investing remains in a state of flux as it shifts from being a niche sector to become a full-blown, independent asset class
[13Nov08] [Infrastructure] Infrastructure SpecialWe think a globally and sector diversified portfolio of green-field and brown-field assets can achieve a blended return that ranges from 9% to 13% p.a. over a period of 5 to 8 years.
[14Oct08] [Infrastructure] Fund that invests in listed utilities, infrastructure, renewablesStrategy is based on fundamentals - Opportunistic and thematic concentrated exposure
[20Aug08] [Natural Resources] A Natural Resources FundInvests predominantly in Eastern Europe, Africa, Latin America
[22Apr08] [Infrastructure] Infrastructure SpecialThe key attraction of infrastructure as an asset class is its sustainable growth profile which is relatively immune to economic cycles.
[08Apr08] [Commodity /Natural Resources] Fund of funds - Invests with managers that have commodity and natural resource “specific” exposure onlyFund of funds seeks to identify and invest with the „best of breed“ manager in the respective commodity, natural resource sector
[20Feb08] [Renewable Natural Resources] : Investment opportunities in harnessing hydro, tidal and geothermal energyElectricity can't be transported over long distances and storage is limited. Every region should assess their potential in renewables.
[24Jan08] [Renewable Natural Resources] FoF - underlying funds specialise in actively trading commodities, natural resources and their related marketsMarket environment supports active trading strategies due to fast growth and changing nature of commodity markets, high levels of volatility and strong trends
[10Jan08] [Water] Investing in water as an asset classWe have neither an infrastructure nor a utility bias toward our water led allocation - rather we focus on “water as a core investment”
[21Nov07] [Alternative Energy] A portfolio of renewable energy producing assetsThe dependence on land makes renewable energy an unconventional real estate play.
[24Oct07] [Energy/Commodities] Inefficiency specialistInefficiencies can take various forms but investors usually uncover them by thoroughly investigating...
[17Oct07] [Infrastructure] Findings from an academic study that focused on investing in listed infrastucture entitiesIf you are looking to identify infrastructure investment opportunities: consider a country’s macro economic stability, its legal and political environment and its demographic profile.
[12Sep07] [Water] The Water FundExpertise and in-depth know how in water-led investing that spans all the sub-sectors
[05Sep07] [Infrastructure] First State Global Listed Infrastructure FundA long only fund that will invest in listed infrastructure securities from around the globe:
[17Jul07] [Infrastructure] Partners Group Listed Infrastructure FundActively managed fund that offers access to “listed core infrastructure” companies
[27Jun07] [Natural Resources] Front Street Resource Hedge FundNatural resources sector industry related experience, expertise and investment history
[13Jun07] [Renewable Natural Resources] ABN AMRO Wind Total Return Index (Equity) – Open End CertificateThe index is a total return index , designed to reflect the performance of the securities of companies involved in the production of energy from wind or distribution of wind generators or services to the wind industry as determined by S&P.
[30May07] [Infrastructure] Infrastructure Investing in EuropePrivate investment in infrastructure has become increasingly accepted by Western democracies as they grapple with the demands of ageing infrastructure and increased fiscal constraints. At the same time, pension funds and other large institutional investor
[23May07] [Electricity, Water, Weather Related Investing] Expertise on electricity, water and weather related investingInvestments in these markets are still considered "exotic" for the great majority of investors. It is not, of course, that the underlying physical manifestation of any of these markets is exotic - in fact, they are all quite ordinary. It is that
[16May07] [Natural Resources] Ermitage Resources Fundthe fund invests principally in natural resource and other commodity related funds pursuing primarily relative value and/or arbitrage strategies. The active management approach adopted allows the fund to capture short-term investment opportunities
[03Apr07] [Renewable Natural Resources] Smart Materials FundBased on his experience at the SAM Smart Materials Fund, Rodrigo Amandi unveils what he believes is in store for investors interested in the space
[13Feb07] [Alternative Energy] Biofuel Commodity BasketAn opportunity to invest in commodities that are used in the production of bio fuels
[06Feb07] [Infrastructure] INFRAX INFRASTRUCTURE TRACKER CERTIFICATEAccess to the high potential infrastructure sector
[16Jan07] [Renewable Natural Resources] Pictet Water Fund
Benedicte Gravrand, Opalesque Geneva: Many are commenting on volatility these days. Mohamed El-Erian for example wrote about Wednesday’s gyrations of U.S. equity markets, and liste
Komfie Manalo, Opalesque Asia: Swiss group Vontobel Asset Management has launched on Wednesday the
Harcourt Alternative Leaders Fund, a SICAV-compliant version of its
flagship fund of hedge funds strategy. The fund will be managed
alternatives investment brand Harcourt, said
Komfie Manalo, Opalesque Asia: Dallas-based option-focused hedge fund Warrington Asset Management has confirmed that Christian Johnson has joined the firm as global head of strategic business development.
Johnson has a 25-year history
This article was authored by Laven Partners, a provider of compliance, due diligence and operations services based in London.
The collapse of the financial sector in 2008, its aftermath and resulting enquires into the notoriously bad
Benedicte Gravrand, Opalesque Geneva: One of the principals of Ledger Petroleum speaks to Opalesque about their new oil and gas fund and about peak oil, shale oil and future sources of energy.
Ledger Petroleum, LLC, is a Texas-based priva
Benedicte Gravrand, Opalesque Geneva: In general, the longer the investment horizon, the better investors can deal with higher risk. But, the investment horizon becomes shorter for many investors if volatility and down markets continue, according to participants at the recent
Bailey McCann, Opalesque New York: South Africa-based investment advisory firm Novare has released its twelfth annual South African hedge fund survey. The findings cover the whole of the hedge fund industry in South Africa, looking at a range of topics from allocation trends to the impact of reg
In the week ending 02 October, 2015, Opalesque reported that self-directed IRAs represent billions of dollars in untapped capital for hedge funds; Aberdeen As
Benedicte Gravrand, Opalesque Geneva: Retirement accounts might not be the first source that comes to mind for those looking to raise funds, but they may represent billions of untapped capital.
Unlike traditional retirement accounts,
Benedicte Gravrand, Opalesque Geneva: While the Cayman Islands, the US and Hong Kong await the pan-European marketing passport to be extended to alternative investment fund
In the week ending 25 September, 2015, a study by HFR has found that hedge fund launches and liquidations fell through the first half of 2015 as finan
Bailey McCann, Opalesque New York: Gemini Fund Services a New York-based fund administration, accounting, and transfer agency, is making a big shift in how it manages its fund administration platform. Kevin Wolf, President at Gemini, announced that the firm would be changing from State Street'
Bailey McCann, Opalesque New York: Investors are looking more and more at structured products and private trusts in order to handcraft risk and return on investments, according to panelists at the NorthStar Summit. The summit brings together investors and advisors and is currently underway in Nas
In the week ending 18 September, 2015, hedge fund managers are divided in their market outlook. Some managers are bracing for a global recession by selling stocks and commo
Bailey McCann, Opalesque New York: Women-led investment funds continue to outperform funds led by men but are making little progress when it comes to fundraising, according to a new report from KPMG. The report, entitled:Breaking Away, The Path Forward for Women in Alternatives, found that
Bailey McCann, Opalesque New York: The U.S. Federal Reserve will leave interest rates unchanged citing recent global market turmoil, according to a statement following a meeting of the Federal Open Market Committee.
On the indicators the Fed is following to determine when to raise rates the
Matthias Knab, Opalesque for New Managers: I have known Erik Serrano Berntsen and John Thompson, who teamed up to form the London-based hedge fund seeding firm Stable Asset Management, probably for a decade, so I wa
Benedicte Gravrand, Opalesque Geneva: John Melsom, CIO of the Omni Event Fund, an event driven hedge fund that focuses on hard catalyst events, reviews the current M&A scene.
M&A scene remains active
A rise in the number of transformational deals of $10 billion-plus in value and
On September 15, 2015, the Office of Compliance Inspections and Examinations (OCIE) of the Securities and Exchange Commission (SEC) issued a Risk Alert announcing its second round of examinations of registered investment advisers and broker-dealers under its cybersecurity examinati
This article was authored by Simon Lack, founder of SL Advisors, LLC, a Registered Investment Advisor.
Everybody wants to know why the market just did what it did, and what its next likely move might be. Chinese equities don’t seem that impo
By: Andre Boreas, CEO Quadsight Partners
…the private equity fundraising market is still in a state of bifurcation. The largest, brand-name managers are receiving the majority of investor commitments, with smaller managers – particularly first-time funds – finding it difficult to raise
The soft trade barrier of the peculiar German tax compliance is de facto lifted. For the first time, international funds will de facto be granted a comparable competitive playing field with their German counterparts as the tax compliance complexity and its inherent cost for UCITS and AIF
By: Scott Price, Head of Business Development and Client Management for North America, Maitland
Ernst & Young’s latest glob
By Diego Lopez, global sovereign wealth funds director at PricewaterhouseCoopers (PWC). You can download the full report here.
The global economy has witnessed the emergence of a new set of key actor
By: Ken Griffin
Suddenly, everyone’s talking about liquidity. As the Federal Reserve steps back from an unprecedented period of monetary intervention, investors are rightfully focused on the possibility that, after years of relative calm, the U.S. could be in for a period of increased market vol
By: John Araneo, Counsel, Sadis and Goldberg, LLP
The New York State conviction against Sergey Aleynikov, the former Goldman Sachs
employee charged with stealing its high-speed trading program, has, like the federal conviction before it, been overturned.
The recent ruling by the New York St
Komfie Manalo, Opalesque Asia: U.S.-focused hedge funds are preparing for their worst year since the 2008 global financial crisis, following a series of letdown including the market sell-off in August and the sell-off in healthcare and biotechnology sectors last month, reported
From Marketrealist.com: In the previous part of this series, we saw how institutional investors played Southwest Airlines (LUV) in 2Q15. Now let’s move on to the trades executed by key hedge funds in Southwest Airlines over the same period.
… Most of the hedge funds that had significant exposu
From Bloomberg.com: Inside Pacific Investment Management Co., the bond behemoth that lost two chief investment officers last year and saw almost $500 billion of client money leave, a hidden profit engine is easing some of the pain. For more than a decade, Newport Beach, California-based Pimco has qu
From Mondaq.com: The Deloitte/ArtTactic Art and Finance Report 2014 (the "Art and Finance Report") noted that the "global art investment fund market was estimated to be worth at least $1.26 billion in the first half of 2014." This seems almost inconsequential when juxtaposed with the $54 billion of
Komfie Manalo, Opalesque Asia: DoubleLine Capital co-founder Jeffrey Gundlach is painting a bleak future as he warned that the U.S. equity market and other risk markets, such as high-yield "junk" bonds, are facing another round of selling pressure.
Gundlach said in an interview with
Featuring : Performance Chasing & Bad Timing: When Investors Fail.Founded in 2007, Lake Geneva Investment Partners (LGIP) is a FINMA registered asset manager in Geneva, managing $650m with a systematic investment approach. With 12 investment professionals, the company manages two funds (a fixed ...» Watch the video
Long Term Trend: PositiveMonday's Trade: (ASIA): 23,797.81 (- 240)UPDATE: For well over two months we have been specific in pointing to our belief that 23,800 remained an initial critical pivot point. Subsequently, the HS fell well below 23,800 and for six weeks struggled to recover. Three weeks ago, however, the Index appeared to gain footing for the first time since mid- September. As of the past two weeks, all points are bullish. Just be aware of the current formation- It could be the formation of a right shoulder of a Head and Shoulder Top. Key long term support stands at 22,000. A settlement below that point could have major LT bearish implications.