- Current small business lending environment in the US
- Performance during the credit crisis
- Risk management philosophy
<< A SQUARE archive sorted by date
<< A SQUARE archive sorted by category
[26Apr13] [Real Assets] 'Alternative asset' investment funds in the UKAnalysis: Alternative asset funds marketed to retail investors
[30Jul09] [Asset Allocation] Asset Liability Management (ALM)ALM embraces a multi-period approach which allows one to make an explicit trade-off between the long term goals and short term criteria
[04Jun09] [Direct Lending] A fund that specialises in privately originated asset based loans or investmentsPortfolio has been structured so no forced sales are needed to meet redemptions
[14May09] [Direct Lending] Privately-negotiated funding transactions for s&m-cap publicly traded companies... fund has been involved in over 220 privately-negotiated financing transactions
[16Apr09] [Asset Based Lending] Asset based lending strategy insights from an allocator’s perspectiveA well diversified asset based lending portfolio should be able to return 12-15% with very healthy levels of collateral ensuring minimal losses.
[12Mar09] [Asset Based Lending] "Recession proof, but not depression proof“Exclusive market intelligence on how asset based investment strategies are currently faring and where the opportunities could be
[07Oct08] [Asset Based Lending] Insights on ABL strategies - is performance holding up?In most cases even within a geographic region each investment will rise or fall on its own merits. The biggest correlation is on any equity component that may be part of an ABL deal.
[08Aug08] [Asset Based Investing] An asset based lending and investment fundAbility to source deals via a well established business network
[17Jul08] [Asset Based Investing] A pure asset based lending fund on fundsPortfolio of pure asset-based lending and insurance linked hedge funds
[29Apr08] [Asset Backed Securities] An Asset „Backed“ Lending FundLoans intended to provide working capital to Small-to-Medium sized Enterprises
[22Apr08] [Asset Based Lending] Asset Based Lending Fund of FundsIn its simplest form, the lender takes a first priority security interest in the collateral being financed
[08Apr08] [Asset Based Lending] The status quo & up-coming investment opportunities in asset based lendingThe opportunities are re-surfacing in the same asset based lending spaces, but it is the growth in the number of potential borrowers that has increased substantially.
[24Jan08] [Asset Based Investing] Asset Based Lending FoFLending activities - hedge fund wrapper
[16Jan08] [Asset Finance] Asset based lending/financing FoFAims to pursue an “asset based-lending/ investing” pure play strategy
[10Jan08] [Asset Backed Lending] Fund focus: life insurance assetsInnovators in the creation of financial structures to uncover value in underlying longevity and mortality assets
[19Dec07] [Asset Based Investing] Asset based lending fund of fundsConcentrate on managers who have a relatively short duration of underlying investments
[05Dec07] [Asset Based Investing] A fund uncovers structural inefficiencies in China, Brazil, RussiaWithin credit markets, a structural inefficiency (that has been exacerbated by the recent crises) stems from the fact that the banking system is generally less willing to provide loans to solid small/micro cap companies.
[06Nov07] [Asset Based Lending] An asset based lending FoFAccess to a portfolio that invests in managers dedicated to collateralised, direct lending
[26Sep07] [Asset Based Investing] White Oaks Strategic FundDynamic portfolio allocations between ABL, ABS and RLS
[29Aug07] [Asset Based Lending] Mont Blanc SelectOffers access to a robust, diversified portfolio of non-correlated investments - primarily in the asset based lending (ABL) and highly collateralised asset space
[29Aug07] [Asset Based Lending] Expertise on Asset Based Lending with Santo Volpe - IIHow robust are ABL investments under the present market conditions
[29Aug07] [Asset Based Lending] Appendix
[31Jul07] [Asset Backed Lending] Aarkad Plc, Heather PartnersFund focuses on collateralised money lending-highly collateralised structured finance loans, of short term duration (3-12months) secured loans, collateralised by commercial property in the UK & Ireland
[31Jul07] [Asset Backed Lending] Fund's performance - Appendix
[27Jun07] [Asset Backed Securities] Valuation"One should not forget that certain financial institutions can value securities based on criteria other than mark- to-market, in particular if they intend to hold them to maturity. These valuations, of course can be very different to where a security
[20Jun07] [Asset Class] "Manna"Would you say “traditional” investments trade in increasingly efficient markets (diminishing risk premia) vs. alternatives (majority are still inefficient – and offer risk premia).
[13Jun07] [Asset Finance] Systematic Absolute Return’s Survey FindingsABL was preferred amongst the asset finance strategies. It was followed by PIPEs, ABS and ABI. At the tail end of the sample were CDO’s and MBS.
[30May07] [Asset Backed Securities] Expertise on mezzanine financingWe focus on a niche in the marketplace where we are typically viewed more as an equity alternative than a debt instrument - although our collateral is secured through the recording of a lien on the property and receiving an assignment of all voting rights
[25Apr07] [Asset Based Lending] CypressTree Leveraged Alternative Income FundHave little interest rate risk, low correlation to most asset classes, low volatility
[13Mar07] [Asset Backed Lending] Stillwater New Finance FundFocuses on asset backed lending with a minority of the portfolio invested in asset backed securities
[20Feb07] [Asset Backed Securities] George Tintor Q & AGeorge Tintor elaborates on asset-backed securities
[13Feb07] [Asset Based Lending] Santo Volpe Q & AElaborates on what it means to be a niche player in the context of Asset Based Lending
[16Jan07] [Asset Backed Lending] Eden Rock Structured Finance Fund of Funds
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
Near Term Trend: NegativeMonday's Trade: $1,187.50 (+ $1.10)UPDATE: Three weeks ago, we pointed to: "$1,150.00 is the key near term support". In addition, prior to the last five days of trading we identified the fact; The December contract formed a Key Upside Reversal on Friday (see chart), and stated "This tends to be a strong buy signal". Subsequently, the December contract traded $21.00 higher from the settlement of the Key reversal. Please note, however, the highs last Friday, and today are abutting against resistance at the 21- Day M.A (blue) line. Regardless, if Equities falter, Gold will rise.