<< 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."
[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
[07Feb08] [Timberland] Leading trends in timber investingSince industry divestitures are largely complete, most timber investment managers are now focusing on new and creative strategies for placing capital.
[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
Benedicte Gravrand, Opalesque Geneva for New Managers: ABN AMRO Clearing will host the 4th Amsterdam Investor Forum on 11th February 2015. The e
Matthias Knab, Opalesque: The U.S. Commodity Futures Trading Commission (CFTC) today announced that it has revoked the registration of Aleks A. Kins of Chicago, Illinois, as an Associated Person and the registrations of AlphaMetrix, LLC (AlphaMetrix), a Delaware limited liability company with its
Komfie Manalo, Opalesque Asia: Three former employees of BlackRock, Macquarie Group and Millennium Capital Management have joined hands to launch a Hong Kong-based hedge fund that will bet on trading opportunities in at least 13 Asian stock markets using computer models.
In a report, the
Komfie Manalo, Opalesque Asia: The year 2014 is proving to be the year of man vs. machine for the hedge
fund industry, according to industry insiders.
Komfie Manalo, Opalesque Asia: In a report, Reuters said that demand has been subdued with the
bulk of activities coming from short-term speculative investors.
In the week ending 19 December, 2014, reports on the latest Opalesque Hong Kong Roundtable described the opportunities Chinese SMEs provide for Hong Kong credi
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: Edward Hardman, of Eurex, the International futures and options exchange, sees the continued futurization of OTC products, being driven by the increased regulation from Dodd-Frank and EMIR.
"Some of the products that we have listed more recently have be
Benedicte Gravrand, Opalesque Geneva: The investment opportunity set in Asia, according to some of the managers at the recent Opalesque Hong Kong Roundtable, is especially interesting in fundamental equity stock-pic
Bailey McCann, Opalesque New York: Denver-based 361 Capital, has launched a new global long/short equity liquid alternative product with Los Angeles-based Analytic Investors. The Fund uses the same investment strategy as the Analytic Global Long/Short Equity Composite, which commenced December 20
Komfie Manalo, Opalesque Asia: Greenwich, Connecticut-based hedge fund firm Marblegate Asset Management has welcomed the decision by U.S. District Judge Katherine Polk Failla in Manhattan to deny an injunction against a deal that will wipe out a majority of Education Management Corp.'s (EDMC)
Benedicte Gravrand, Opalesque Geneva: The founder of a new women-focused organization explains its rationale and goals to Opalesque.
Sefi Shliselberg worked on Wall Street, at Moody's and Deutsche, for many years and got to meet many people from the sovereign financial sector; she reali
Bailey McCann, Opalesque New York: Providing debt to SMEs is proving to be a new and interesting opportunity for Hong Kong based managers according to delegates at the recent Opalesque Hong Kong Roundtable. Traditio
In the week ending 12 December, 2014, several reports highlighted that “a fast-growing segment of U.S. retirement plans” are using hedge-fund type strategies to bet a small but increasing slice of their assets. BlackRock Inc, the world's largest asset manager, and Manning & Napier are among the
Komfie Manalo, Opalesque Asia: Financial and corporate communications consultancy firm Smithfield said that the 10 member-states ASEAN (Association of Southeast Asian Nations) generally weathered the shocks of the U.S. tapering quantative
Benedicte Gravrand, Opalesque Geneva for New Managers:
Investing in asset-backed receivables is a strategy that has been an integral part of the alternative investment space within the overall fixed income asset c
Bailey McCann, Opalesque New York: Hong Kong managers are offering up international real estate funds to Asian investors, according to delegates at the latest Opalesque Hong Kong Roundtable. "Real estate to the Asians is a very prominent asset class. They like it, they understand it. Out of those
Benedicte Gravrand, Opalesque Geneva for New Managers:
Two Gottex chief officers left the firm, and the hedge fund industry at the end of 2012 to set up a real-estate investment firm in New York, in the belief this
Benedicte Gravrand, Opalesque Geneva: Hong Kong and Singapore remain the two most competitive jurisdictions in terms of attracting funds and fund managers, according to InsightLegal Asia Consu
Komfie Manalo, Opalesque Asia: The Association of Southeast Asian Nations (ASEAN) is maturing into a regional economic community and set to form the ASEAN Economic Community (AEC) bringing together 10 nations into a single market and production base by the end of 2015. If the body succeeds, the r
In the week ending 05 December, 2014, some hedge fund leaders posted strong returns: David Einhorn’s Greenlight Capital is now up 11% YTD after delivering a November
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
Big hedge funds win again on PetSmart, Riverbed
From CNBC.com: Another week, another set of wins for activist investors. On Sunday, pet supply retailer PetSmart agreed to the largest leveraged buyout of the year at $8.7 billion. Hedge fund firm JANA Partners had been pushing for a sale a
Hedge fund manager who remembers 1998 rout says prepare for pain
From Bloomberg.com: Stephen Jen landed in Hong Kong in early January 1997 as Morgan Stanley’s newly minted exchange-rate strategist for Asia. He was soon working around the clock when investors began targeting the region’s
Hedge funds get boost from healthcare in 2014
From Valuewalk.com: The healthcare sector started the year on a turbulent note, as stocks of many major biotechnology companies were battered. However, most of the players in this sector have bounced back. The BarclayHedge Healthcare & Biotec
From FT.com: Disenchantment over high fees and lackluster performance may finally be turning the tide against hedge funds, fresh data suggest. Despite generally weak returns since the global financial crisis, hedge funds have enjoyed positive net inflows every year since 2010. This helped assets und
Lansdowne, Man Group, other hedge funds profit from shorts in oil
From Valuewalk.com: The rising short interest in oil companies implies that the worst for oil is yet to come. Data from Markit shows that short exposure in energy sector of S&P 500 is still looming close to the highest mar
Featuring : Shining light on the shadow banking business... Private credit and enforcement in China: Better than you think.Barry Lau, a former lawyer at Clifford Chance London turned banker, co-founded HK based hedge fund Adamas Asset Management (HK) Limited in 2009. He serves as Managing Partner & CIO of the company.Adamas is licensed in Hong Kong...» 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.