<< 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.
[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
[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
Komfie Manalo, Opalesque Asia: The European corporate credit space offers "many very exciting opportunities at the moment as a result of the the disintermediation of the credit markets which is happening, however at a very slow pace", said Fabrice Dumonteil, founder and CEO at alternati
Bailey McCann, Opalesque New York: Hedge fund manager Daniel Loeb, head of Third Point, and Jeremy Grantham of Grantham, Mayo, Van Otterloo&Co. have both released their quarterly investor letters today. While news is positive on some fronts, and both men see pockets of opportunity, they also h
In the week ending 18 July, 2014, Towers Watson reported that global alternative assets jumped to $5.7tln from $5.1tln over the past year; data from eVestment showed
This article was authored by Alex Gavrish, founder and CEO of Etalon Investment Research, and author of "Wall Street Back To Basics."
Benedicte Gravrand, Opalesque Geneva: New investor groups like U.S. based pension funds and others have started to discover European opportunities offered by European managers, in sectors as diverse as European equities; European corporate credit and loans; new fields like financial credit or the
Bailey McCann, Opalesque New York: Watchers of the boldface names in the hedge fund industry were treated to an eyeful and an earful at today's Delivering Alpha conference held in New York. Managers ranging from Leon Cooperman to John Paulson each took to the stage presenting their views of w
Komfie Manalo, Opalesque Asia: Success in marketing a fund is not linked to the performance, but to
investor appetite, to the way you can market the fund, and to how much
time you can spend to raise assets, said Antoine Rolland, the CEO of
incubator and seeding firm
Komfie Manalo, Opalesque Asia: Antoine Rolland, the CEO of incubator and seeding firm NewAlpha Asset Management said he sees two main opportunities from new regulations.
Speaking at the recent
Benedicte Gravrand, Opalesque Geneva for New Managers: Light Sweet Crude Oil (WTI) futures and options are the world's most actively traded energy product, says
In the week ending 29 July, 2014, BarclayHedge and TrimTabs Investment Research reported that the hedge fund industry took in $16.9bn in assets in May; Som Seif aims to reach $7.5bn in assets for Claymore Investments; and Aston Hill reported some $7.5bn in assets as at end June compared with
Komfie Manalo, Opalesque Asia: The European Union’s Alternative Investment Fund Managers Directive (AIFMD) will constrain investment opportunities amidst concern a number of U.S. fund managers will stop marketing their products in the European Union under the new rule, said Valentin Bohländer fro
Bailey McCann, Opalesque New York: Sporting Ranch Capital, an alternative investment firm that focuses on buying ranches and ranch land in need of rehabilitation is closing in on its second fund. Sporting Ranch Capital launched its first fund in 2012, buying up sporting ranches and rehabilitating
Benedicte Gravrand, Opalesque Geneva for New Managers: The manager of a three-year old ethical value investing fund talks about the types of companies he searches, economic moat, value strategies and his activism pl
Komfie Manalo, Opalesque Asia: The next crisis that will hit the financial markets will be different from what the industry had experienced in the past as hedge fund managers and financial consultants advise risk management to be prepared.
Speaking at the latest
Benedicte Gravrand, Opalesque Geneva: Hedge funds are increasingly investing in the reinsurance business as a means for innovation and diversification. Before, they usually invested in reinsurers through sidecars or buying equity. But more recently, managers have been launching reinsurance busine
Komfie Manalo, Opalesque Asia: Vassiliki Veliou, who is responsible for regulatory topics within the
trading scope for Eurex,
said that markets have started to shift from OTC towards more
standardized products in a way that has
Komfie Manalo, Opalesque Asia: While majority of Asian hedge funds reported impressive returns in June, some of the managers saw their returns suppressed by losses on the short book, according to Singapore-based Asian hedge fund specialist GFIA.
In the week ending 04 July, 2014,
Blackstone Group which is already the largest investor in hedge funds has signed on traders in preparation to launch its hedge funds group that involves independent management companies; Solomon "Sol" Kumin said he was planning to launch a stock trading hed
This article was authored by Andrew Beer, founder of Beachhead Capital Management LLC in New York.
A vexing issue with hedge funds is the lack of persistence of returns. Last year’s winners generally are no more likely to be this
By: Stanley Altshuller, co-Founder and Chief Research Officer at NovusPensions are faced with an ominous future of growing liabilities and declining long-term returns, a trend that could jeopardize a large number of pension funds. The low interest rate environment and stunted expected returns hav
This article was authored by Dr. Vinay Nair, Founder and CEO of Ada Investments, an equities-based investment platform with offices in New York, Mumbai and Rio
By: Alexander Hart, Senior Research Analyst, Federal Street Advisors
With broad equity markets performing exceptionally well over the last five years, there has been much debate over the benefits of active versus passive investment strategies. As strong proponents of fundamental investing, we ha
This article was authored by Andrew Beer, founder of Beachhead Capital Management LLC in New York.
By one estimate, the hedge fund industry managed $2.6 trillion in capital at year-end 2013. Many expect growth to accelerate over
This research paper was authored by Andrew D. Beer, Chief Executive Officer, Beachhead Capital and Michael O. Weinberg, Adjunct Professor, Columbia University. The full version can be dow
AIMA Australia invite you to join us at our annual Hedge Fund Forum on Tuesday 16th September 2014 at the Sofitel Sydney Wentworth.
The AIMA Australian Hedge Fund Forum is a non-profit hedge fund conference organised by the industry for the industry, featuring quality Australian and internation
Benedicte Gravrand, Opalesque Geneva: Are we on the verge of another crunch and partying unaware (bringing to mind Prince’s "1999" song). Some think that today’s financial environment – especially stock markets
From Risk.net: Addressing common institutional approaches to long-only emerging markets allocations, hedge funds are less volatile and produce higher returns than mutual funds or ETFs. Since the 2008 financial crisis, investors have flocked to emerging markets (EMs) for return generation as develope
Bailey McCann, Opalesque New York: Hedge fund manager Daniel Loeb, head of Third Point, and Jeremy Grantham of Grantham, Mayo, Van Otterloo & Co. have both released their quarterly investor letters today. While news is positive on some fronts, and both men see pockets of opportunity, they also h
Hedge funds expect Netflix earnings to catapult forward
From Investing.com: Netflix has made major strides forward in 2014 despite ongoing battles with the FCC and cable companies over the issue of net neutrality. The FCC has now received over 500,000 comments from the public on its pend
Featuring : Giovanni de Francisci: The "unconventional" hedge fund investor.Giovanni de Francisci is the portfolio manager of the Petschek Family office in Monaco, and in many ways an unconventional hedge fund investor. This Opalesque.TV BACKSTAGE video is a rare document on the preferences and investm...» Watch the video
Long Term Trend: PositiveFriday's Close: (ASIA): 23,454.79 (+ 321.30)UPDATE: For many weeks we have stated, the macro picture depends on the continued ability to hold support against the nearly three year up- trend line (currently 21,500.00), depicted in the chart. The issue remains the amount of price overhead that exists from the prior 18 months (horizontal red line).Regardless, the HS remains buoyant, and well above the trend line at this juncture. The Index continues to trade close to the old highs from 2013, but keeps stalling.