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A SQUARE

A SQUARE 13 Mar 2007

Tuesday, March 13, 2007
Stillwater New Finance Fund focuses on asset backed lending with a minority of the portfolio invested in asset backed securities

Focus: Asset backed lending: real estate, inventory, commodity, receivables, insurance and service fee rights -b.

A SQUARE :: 13Mar07 A SQUARE 13 Mar 2007
Category Full A SQUARE issue of the week
Author Sona Blessing
Stillwater New Finance Fund focuses on asset backed lending with a minority of the portfolio invested in asset backed securities

Focus: Asset backed lending: real estate, inventory, commodity, receivables, insurance and service fee rights -backed, among others.

A minority of the portfolio includes asset backed securities (ABS) strategies such as CLOs, CMOs, CDOs, specialty finance etc.

Targeted annual returns: 9-11% and annualised volatility 3% or lower

Strengths: 10 years of investing, experience in the asset backed space; the fund has had no negative months since its inception

Weaknesses: fairly illiquid

Opportunities: the emergence of more ABL and ABS managers and the increase in credit risk transfer from bank balance sheets to hedge fund.

FX check
allocating to currency will be seen as a vital component of any well designed investment portfolio … and more
Seppo Leskinen, SEB Merchant Banking Head of Hedge Fund Services , Global Foreign Exchange shares his views on why 2006 was such a tough market environment for FX managers and more...


The FX market is one of the most efficient - how then do managers still generate lucrative returns?


Not all participants in the foreign exchange market are profit seeking organisations. Typically central banks, corporates that need to hedge foreign payments and tourists do not or cannot maximise their profits.


Naive strategies demonstrate that phenomena such as forward rate bias exist, and that they are profitable. Skilled managers exploit such opportunities to develop lucrative return strategies.

Rob Myers
shares his insights on investing in vintage cars…
How investable are vintage cars as an asset class?


Vintage cars, purchased with knowledge and of significance, are very investable assets.


Is the market for vintage cars still very speculative and how frequently does it tend to display bubble behaviour?


The last major market bubble was in 1989-1990 which was speculator driven. That is not the case today. Thanks to a proliferation of all the media dedicated to the vintage car industry- it is seeing phenomenal growth that is fuelled by true car enthusiasts, not speculators.


This movement is very similar to the fine art market. Increasingly people see the great cars of the world as an art form with some of the rarest, worthy of being “masterpieces” in their own right.

Litigation investing
the second in the series …Sovereign Medicare Recovery Trust
The Sovereign Medicare Recovery Trust (SMRT) is a one-off specialty litigation case that is a secured loan to a plaintiff, major non-profit organisation.


The Trust is paying investors a 9% return on capital (ie even if the case is lost, investors get capital returned plus 9%) in the best case (ie if the settlement were to exceed USD1 bn from a claim of approximate USD100 bn) it would offer a six to one plus the return of capital and 9%.


It is low risk, as the plaintiff is escrowing funds to assure loan repayment...

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