<< A SQUARE archive sorted by date
<< A SQUARE archive sorted by category
[05Apr13] [Collectibles] Fine wine, classic cars and musical instrumentsCollectibles markets expected to grow in 2013
[01Mar13] [Collectibles] The fine art marketTrends and outlook: Fine art investments
[04Jan13] [Commodity, Collectibles] Investment and commercial grade diamondsAn asset class analysis
[21Sep12] [Collectibles] A SQUARE 21 Sep 2012A fine wine market analysis & A fund investing in Chinese artworks
[30Jul12] [Collectibles] Fine wine performanceEmpirical research on the performance of fine wine - Evidence from the Swiss market
[28Jun12] [Collectibles] A SQUAREPassion investment market movements in 2011
[26Apr12] [Collectibles] A SQUARE 26 Apr 2012Diamond investment special part III - A fund investing in gems, pearls and vintage jewelry
[17Apr12] [Collectibles] A SQUARE 17 Apr 2012Diamond investment special part II - A strategy trading loose, investment grade diamonds
[27Mar12] [Collectibles] Diamond investment special part IThe global market for investment grade diamonds
[30Dec11] [Collectibles] Art & wine performance in 2011An analysis of collectibles indexes
[12Aug11] [Collectibles] A SQUARE 12 Aug 2011Elite Advisers' Precious Time: A fund investing in vintage watches
[01Jul11] [Collectibles] Growing wealth boosted demand for passion investments in 2010Demand driven by emerging economy HNWIs
[10Jun11] [Collectibles] A SQUARE 10 Jun 2011Investment grade diamonds: Fund launches and performance analysis
[26May11] [Collectibles] A SQUARE 26 May 2011Art investments: Recent trends and developments
[11Feb11] [Collectibles] A SQUARE 11 Feb 2011Two funds investing in classic cars
[14Jan11] [Collectibles] A SQUARE 14 Jan 2011Investment grade diamonds as an asset class – Market analysis
[13Dec10] [Collectibles] A SQUARE 13 Dec 2010The markets for art, fine wine and antique books
[15Oct10] [Collectibles] A SQUARE 15 Oct 2010Pre-owned and vintage watches as an investment
[15Jul10] [Collectibles] A SQUARE 15 Jul 2010How will HNWI demand for luxury collectibles change in 2010?
[19Nov09] [Collectibles] A SQUARE: Vintage CarsDevelopments on the market for rare automobiles, featuring Dietrich Hatlapa, Founder, Historical Automobile Group
[12Mar09] [Collectibles: Violins] A fund that invests in stringed instrumentsThe history of appreciation of rare stringed instruments suggests the best returns occur over longer periods of time
[19Dec08] [Collectibles: Vintage Cars] Why the rarest of cars will continue to attract the interestCollector cars are not like commodities as each one has a definitive value, rarity and condition and therefore difficult to average or generalise values
[28Aug08] [Collectibles: Rare Coins] A rare, global coins companyInvestments may take the form of the purchase of individual coins or the purchase of portfolios of coins
[22May08] [Collectibles: Vintage Cars] The Ferrari market continues to be bullishA new world record was set, for the most expensive motor car ever to be sold in auction history
[12Mar08] [Collectibles: Vintage Cars] 10 insider tips for classic car investingDo investments in vintage cars follow the same direction as financial markets?
[13Dec07] [Collectibles: Violins] Investing in violinsHistorically has shown a low correlation to other financial assets (stocks, bonds), low volatility -Risk are relatively low and easy to hedge
[29Aug07] [Collectibles: Violins] Fine Violins - IInvesting in stringed instruments has the potential to deliver uncorrelated to the financial market returns, that are stable (8-12%p.a.) with low volatility
[21Aug07] [Collectibles: Stamps] Expertise on investing in stamps and autographsThe rare stamp and autograph markets have an enviable price history, this sets them aside from other alternative investments. There is full data available, year by year, on every stamp ever printed. This amounts to over 4 mn stamps worldwide.
[13Jun07] [Collectibles: Vintage Cars] Ferrari Leggenda e Passione Sale"The sky is the limit!"... find out the secrets of valuation from auction guru Rob Myers vintange cars.
[16May07] [Collectibles: Stamps] Expertise on investing in rare stampsRare stamps are among the most portable of tangible investments, and are easy to store. They offer an attractive alternative to art, other collectible investments, and precious metals.
[03Apr07] [Collectibles: Rare US Coins] Gary Knaus Q & AReveals why coins are well suited for not just collectors…but investors!
[13Mar07] [Collectibles: Vintage Cars] Rob Myers Q & AShares his insights on investing in vintage cars…
[23Jan07] [Collectibles: Violins] Florian Leonard Fine Violins
Benedicte Gravrand, Opalesque Geneva: The news in September that the California Public Employees' Retirement System (CalPERS) had decided to let go of its hedge fund holdings (worth $4bn) created ripples through the asset management industry at large.
As CalPERS is an influential voice a
Bailey McCann, Opalesque New York: Investor redemptions from hedge funds in October outpaced new allocations for the second consecutive month resulting in a slight net outflow of $2.9 billion, according to the latest asset flows data from eVestment. The industry has not had two consecutive months
Benedicte Gravrand, Opalesque Geneva: As inflation rises, every dollar will buy a smaller percentage of a good. While deflation will mean a decrease in the general price level of goods and services. These two economic conditions are both in the waiting room. The consensus would like the former to
This paper was authored by Sudhanshu Bahadur, Valcony Sun, and Vishal Bakshi of Sapient Global Markets. You can down
Benedicte Gravrand, Opalesque Geneva for New Managers: Two fund of fund of hedge funds managers talk about their investments in emerging managers.
Cyril Julliard and Olivier Kintgen, the two founders of ERAAM,
Bailey McCann, Opalesque New York: At a time when investing in emerging markets may be falling out of fashion among some investors, Gray Ghost Ventures is confident that great opportunity exists in the emerging markets. The firm may have a unique view into this space as one of the first private
In the week ending 17 November, 2014, in Asia, the HK$694bn Shanghai Hong Kong Stock Connect scheme to directly link the two cities’ share markets will start operations on November 17; hedge funds are expected to plunge into mainland shares once the Hong Kong-Shanghai equity link debuts; bill
Bailey McCann, Opalesque New York: "The biggest change we have seen is probably on the regulatory side of things," explained Andrew McGrath, Founder and CIO, Burren Capital Advisors, at the recent Opalesque Gibraltar Roundtable. Delegates each noted the impact the bevy of new financial regulation
Benedicte Gravrand, Opalesque Geneva: The investment management industry’s regulatory environment, accounting systems, range of products and investor demands are spinning, it seems, in a never-ending cycle of changes. If your firm is to grow, you have to gear up accordingly.
Is your operatio
Benedicte Gravrand, Opalesque Geneva: During Opalesque’s recent Gibraltar Roundtable, two hedge fund managers talked about the reasons they chose Gibraltar as their prime location.
Gibraltar is a British Overseas
Benedicte Gravrand, Opalesque Geneva: The consensus on shareholder activism in 2013 and 2014 has been that it would increase a great deal, and that it would spread from the US to Europe and other regions. A French asset manager confirms the veracity of this forecast.
Anne-Sophie d’Andlau is
Komfie Manalo, Opalesque Asia: Reverse solicitation is like a unicorn that is a very pretty concept but
not really existing in reality, said Joey Garcia, a funds partner at Isolas, the
oldest law firm in Gibraltar.
In the week ending 07 November, 2014, hedge funds posted declines for October with the HFRX Absolute Return Index losing -0.35% (-0.15% YTD);
The Parker FX Index was up +2.49% for September (+2.64% YTD);
The Credit Suisse Liquid Alternative Beta Index gained 0.62% in October (+2.45% Y
Bailey McCann, Opalesque New York for New Managers: David Einhorn has had "a frustrating quarter" according to an investor letter reviewed by Opalesque. The firm's only breakout winner was its position in Apple.
Benedicte Gravrand, Opalesque Geneva: CTAs have been doing well in the last few months. But not as well as Old Park’s.
The Maestro strategy is up +20.48% YTD after returning 1.6% in October 2014 just as the Barclay CTA Index was up 0.14%
Benedicte Gravrand, Opalesque Geneva for New Managers:
In 2013, Deutsche Bank consolidated its investment-grade debt and asset-backed securities trading units in London to cut costs and riskier holdings. Deutsche’
Bailey McCann, Opalesque New York: V2 Capital has launched a new hedged equity vehicle. The V2 Hedged Equity Fund is an open-ended single manager mutual fund utilizing the hedged equity strategy the firm was previously using in its private offering. The fund is launching with $240 million of asse
Bailey McCann, Opalesque New York: Despite negative returns for many of Russia's hedge funds in recent years, participants at the Opalesque Russia Roundtable note that fixed income investing is starting to pick u
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
The views expressed in The Citadel Conversation reflect those of the individuals being interviewed. These perspectives are neither endorsed by Citadel nor reflect our view on investments.
In a world where politics and markets increasingly intersect, smart investors look beyond today’s ec
This article was authored by Andrew Beer, founder of Beachhead Capital Management LLC in New York.
As of mid-month October, 2014, the S&P 500 was down over 5% and the MSCI World was down 6%. In this context, drawdowns among hedge
From Ian Hamilton, founder of IDS Group.
A quick comment on the CALPERS’ disinvestment from the hedge fund market and the jitters it is causing.
Pension Funds should not be sheep and follow CALPERS’ decision as the issues that CALPERS has with hedge fund investments are in many ways unique t
Bitcoin has followed a volatile path to growing acceptance since its creation in 2009 with its price fluctuating between USD 0.30 and 1135 in its short existence. But bitcoin is now accepted as payment by a growing number of mainstream merchants and has been increasingly legitimized by governments s
This article was authored by Alex Gavrish, founder and CEO of Etalon Investment Research, and author of "Wall Street Back To Basics."
Delivering Alpha Conference
Recent Delivering Alpha conference attracted many prominent
From FT.com: …It is one thing to impose a regulatory burden when there is a clear need to do so. Banks are underwritten by taxpayers via deposit insurance as well as the too-big-to-fail safety net; they need to be reined in, and if they shrink as a result, that may be welcome. But it is another thin
Apple: Hedge funds are crazy about it
From Techinsider.net: Apple Inc. is still the most popular stocks among hedge funds. According to a recent report by hedge fund tracking site Insider Monkey, more than one out of 5 hedge funds are invested in Apple Inc.
At the moment there are
From Artemis.bm: The attention being paid to the hedge fund reinsurance business model and the fact that others are now looking to leverage bits of it within their own strategies, is validating for reinsurer Greenlight Capital Re, according to CEO Bart Hedges.
There has been an increasing buzz
From FT.com: A hedge fund manager who may have to repay £8m in tax is trying to overturn a tribunal ruling that found he had attempted to shelter millions in an avoidance scheme. Patrick Degorce, chief investment officer at Theleme Partners, lost a tax tribunal case last year. HM Revenue & Customs c
From Bloomberg.com: Hedge funds and other creditors with claims against Iceland’s failed banks face an exit tax as the island looks for ways to unwind capital controls without hurting the economy. The government targets having a plan it can present by year-end that would map out how Iceland will sca
Featuring : Three Arrows Capital: Fast growing emerging markets hedge fund.Kyle Davies is co-founder and chairman at Three Arrows Capital, a Singapore-based
hedge fund management company specialising in emerging markets.
The fast growing fund was set up in May 2012 with the focus to...» Watch the video
Near Term Trend: NeutralMonday's Trade: 126'249 (+ 19.0) Yield: 2.32%UPDATE: When the SPX recovered, from its 10% correction, during the last four weeks; yields jumped (treasury price lower) nearly 50 basis points. Two weeks ago, as the December contract was trading 127'04, we highlighted, "Near term support is 126’00, but suspect". Subsequently, the contract dropped but has held above 126'00, even in light of SPX remaining bid. No Change: Sell rallies toward 127’08.