<< 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
[04Jan13] [Commodity, Collectibles] Investment and commercial grade diamondsAn asset class analysis
[14Dec12] [Real Estate] A SQUARE 14 Dec 2012The role of REITs in managing extreme downside risk
[31Oct12] [Commodity] Investing in goldResearch on the safe haven properties of gold and a fund launch
[05Sep12] [Real estate] Real estate investmentIncreased investor demand and a real estate investment strategy
[05Mar12] [Commodity] Empirical performance of goldThe hedging and safe haven properties of gold
[31Jan12] [Infrastructure] Listed and unlisted infrastructure fundsThe fundraising climate and empirical returns
[10Oct11] [Commodity] Alternative gold assetsThe diversification, hedging and safe haven properties of alternative gold assets
[13May11] [Infrastructure] A SQUARE 13 May 2011Direct vs. third-party investment in illiquid assets
[31Mar11] [Infrastructure] A SQUARE 31 Mar 2011Infrastructure investing opportunities – Analysis by Altius Associates
[28Jan11] [Commodity] A SQUARE 28 Jan 2011Agriculture commodities
[28Sep10] [Real Estate] A SQUARE 28 Sep 2010Investments in real estate - New research
[17Sep10] [Commodity] A SQUARE 17 Sep 2010Investing in commodities
[18Aug10] [Infrastructure] A SQUARE 18 Aug 2010Unlisted infrastructure vehicles
[22Mar10] [Commodity] The base & precious metals market in 2010
[23Jul09] [Agriculture & Real Estate] An Australian Investment OpportunityThe long-term capital appreciation of agricultural land is driven by the operating return that can be generated from that land
[18Jun09] [Commodity] Fund invests across the entire commodity spectrum via futures, options, physical tradingDirectional trades, calendar spreads relative value YTD performance (as of 31, May09): +13.76%
[28May09] [Commodity] Tactical and strategic insights on managing a commodity fundWhilst the amount of economic stimulus is unprecedented, the activity in physical commodity, such as copper, has begun to slow in relation to the first four months of 2009.
[22May09] [Commodity] Tactical and strategic insights on managing a commodity fundWhilst the amount of economic stimulus is unprecedented, the activity in physical commodity, such as copper, has begun to slow in relation to the first four months of 2009.
[16Apr09] [Infrastructure /PPP] "...long duration infrastructure assets at prices well below fundamental value."Capital is currently being allocated where returns are more certain, for example in regulated utility networks in developed markets
[05Mar09] [Commodity] Expertise and insights on investing in “softs”The increased presence of speculators has affected volatility and short-term price movements, not long-term price levels.
[05Mar09] [Commodity] A systematic fundFund’s investment advisor has extensive experience and expertise in trading commodities
[11Dec08] [Commodity] A Commodity FundManaged by specialists with 20 years of experience in trading oil and metals + 19.75% from Jan. -Nov.’08
[07Dec08] [Infrastructure] Where within an institutional portfolio does an allocation to infrastructure fit in?For most institutional investors, infrastructure investing remains in a state of flux as it shifts from being a niche sector to become a full-blown, independent asset class
[13Nov08] [Infrastructure] Infrastructure SpecialWe think a globally and sector diversified portfolio of green-field and brown-field assets can achieve a blended return that ranges from 9% to 13% p.a. over a period of 5 to 8 years.
[13Nov08] [Commodity, Volatility] A fund that focuses on trading energy related commodity, equity futuresYTD return as of 31Oct. ’08 of +30.88%
[21Oct08] [Real Estate] Regional Property Fund - Central Asia, CaucasusOn the ground sector intelligence - regional presence since 1998
[14Oct08] [Infrastructure] Fund that invests in listed utilities, infrastructure, renewablesStrategy is based on fundamentals - Opportunistic and thematic concentrated exposure
[14Oct08] [Commodity] Expertise on gold as a strategic asset - SpecialGold has generally been less volatile than other precious metals and other commodities.
[28Aug08] [Real Estate] Investing in a residential fund - ExpertisePrices could slump significantly lower, in the immediate future, “valuations could cheapen further” ...
[08Aug08] [Commodity] Short and Leveraged ETCsCommodity exposure: How do they differ from a short /leveraged position?
[25Jul08] [Commodity] Why hasn't the price of pulp risen as rapidly as some other commodities?Prospects of investing in pulp
[25Jul08] [Clean energy, Water, Infrastructure, Natural resources] Theme InvestingHow can you relate and integrate concepts from other disciplines (randomly occurring phenomenon) to create filters, that condition the outcomes of a model to run a fund?
[07May08] [Real Estate] A Real Estate and Infrastructure AdvisoryFocuses on managing and identifying investment opportunities in India
[22Apr08] [Infrastructure] Infrastructure SpecialThe key attraction of infrastructure as an asset class is its sustainable growth profile which is relatively immune to economic cycles.
[08Apr08] [Commodity /Natural Resources] Fund of funds - Invests with managers that have commodity and natural resource “specific” exposure onlyFund of funds seeks to identify and invest with the „best of breed“ manager in the respective commodity, natural resource sector
[13Feb08] [Real Estate] Prospects for investing in Scandinavian PropertyReal estate investment activity in Scandinavia is expected to remain at a high level this year.
[17Oct07] [Infrastructure] Findings from an academic study that focused on investing in listed infrastucture entitiesIf you are looking to identify infrastructure investment opportunities: consider a country’s macro economic stability, its legal and political environment and its demographic profile.
[17Oct07] [Real Estate] A Commercial Real Estate FundFund offers investors a market neutral exposure to commercial real-estate
[19Sep07] [Real Estate] Expertise on the prospects of real estate investing, now...Has the image of investing in real estate as an asset class been tarnished since the occurrence of the US sub prime housing debacle?
[05Sep07] [Infrastructure] First State Global Listed Infrastructure FundA long only fund that will invest in listed infrastructure securities from around the globe:
[07Aug07] [Real Estate] Babcock & Brown Japan Property TrustProvides exposure to the office and retail real estate markets in the central and greater Tokyo area
[17Jul07] [Infrastructure] Partners Group Listed Infrastructure FundActively managed fund that offers access to “listed core infrastructure” companies
[30May07] [Infrastructure] Infrastructure Investing in EuropePrivate investment in infrastructure has become increasingly accepted by Western democracies as they grapple with the demands of ageing infrastructure and increased fiscal constraints. At the same time, pension funds and other large institutional investor
[23May07] [Real Estate] Henderson Horizon Pan European Property Equities FundIn comparison to investing directly in individual properties, property equities are highly liquid, enabling a greater degree of flexibility and risk control in an investment strategy. In addition, property equities do not generate the high implicit costs
[18Apr07] [Real Estate] German Real EstateIs now an opportune time to invest in German Real Estate? Based on his experience, Iain Keys elaborates on how and why?
[03Apr07] [Commodity Alpha] The Merrill Lynch Commodity Alpha CertificateIs designed to generate commodity based performance in bull and bear markets
[06Feb07] [Infrastructure] INFRAX INFRASTRUCTURE TRACKER CERTIFICATEAccess to the high potential infrastructure sector
[06Feb07] [Real Estate] Nomura Global Property 80% Protected FundAccess to commercial properties, with a built in capital protection mechanism
In the week ending 23 January, 2015, in the ongoing Swiss franc saga, Marko Dimitrijevic said he was closing his largest hedge fund, the Everest Global Fu
Komfie Manalo, Opalesque Asia: A group of hedge funds and international strategic investors are negotiating with Uber to infuse at least $600m into the app-based transportation network and taxi company headquartered in San Francisco, California, which operates 54 countries, said
Komfie Manalo, Opalesque Asia: United State prosecutors, led by Manhattan U.S. Attorney Preet Bharara, asked the 2nd U.S. Circuit Court of Appeals to reconsider its landmark ruling when it reverses the insider trading conviction of hedge fund managers Todd Newman and Anthony Chiasson, said
Komfie Manalo, Opalesque Asia: Convicted hedge fund manager Francisco Illarramendi faces sentencing this week after pleading guilty to running a Connecticut-based fraud scheme several years ago, said
Benedicte Gravrand, Opalesque Geneva for New Managers: After working at Citi's proprietary trading desk, managing a large portfolio between 2008 and 2011,
Joel S. Salomon founded SalauMor Management in New York
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 for New Managers: Warren Ashenmil, who was responsible for the commercial real estate portfolio at hedge fund Tricadia Capital, including CMBS and direct CRE debt and equity inve
Benedicte Gravrand, Opalesque Geneva for New Managers:
Small and new fund managers are struggling to survive in South Africa just as much as they are in other parts of the world. But according to some of the parti
Bailey McCann, Opalesque New York: Austria-based Qbasis Invest, a managed futures fund focused on trend following and an intraday strategy, ended the year in positive territory up +41.8%. Its Deutsche Bank certificate finished the year up +65.5%.
While its futures programs ended the year on a
Komfie Manalo, Opalesque Asia: The Swiss National Bank’s (SNB) decision to scrap the cap on the Swiss
franc (CHF) triggered a sharp movement on both local FX and equity
markets. The unexpected decision brings the currency not far from the
level where it stood when the SNB implemented the cap i
In the week ending 03 January, 2015, a study found that quite a hedge funds are beginning to think about and execute communication strategies. Irwin Latner told Opalesque
Bailey McCann, Opalesque New York: Europe's recent downturn could be the result of failing to understand the lessons already afforded by Japan's lost decades, according to delegates at the recent Opalesque Japan Ro
Benedicte Gravrand, Opalesque Geneva for New Managers: The climate for Japan-focused hedge funds is easier now, with more opportunities from a changed political environment, a stimulated financial market and new reg
Benedicte Gravrand, Opalesque Geneva: This is the second and last part of our interview with Irwin Latner, of law firm Pepper Hamilton LLP.
Part 1 is about the areas of confusion with
Benedicte Gravrand, Opalesque Geneva: A recent Peppercomm study on the changing hedge funds communications landscape
Bailey McCann, Opalesque New York: The Chicago-based National Futures Association, a self-regulatory body of the futures industry, finds itself in hot water over allegations of impropriety surrounding management's nominations for its public representatives.
The NFA board is meant to be a
In the week ending 09 January, 2015, Tim Ng predicted that the best-performing hedge funds for 2015 will be those that can take advantage of sharp market moves; Byron R. Wien predi
Benedicte Gravrand, Opalesque Geneva: EuroFin Asia Group is a global, independent merchant banking organization headquartered in Singapore that managers around $800m and engages in three activities: asset management, wealth management and priv
Bailey McCann, Opalesque New York: InvestX is the latest entrant into the crowdfunding space with a new platform for private equity deals. The InvestX platform will allow accredited retail investors access to private equity deals in established companies that have been sourced by a group of partn
Benedicte Gravrand, Opalesque Geneva: The Australian hedge fund industry has faced many challenges in terms of asset raising in the last few years. Participants at the recent Opalesque Australia Roundtable discusse
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
U.S. investors favor currency hedged Europe ETFs as euro tumbles
From Reuters.com: U.S. investors stung by the falling euro who want to stay invested in Europe are turning to exchange-traded funds designed to strip out the impact of the region's currency. The biggest among so-called "cur
Millennials use tech tools to jump into investing
It is the Facebookification of monetary investing. From social networking platforms that enable young investors to stick to every other's stock-picking mojo, to internet sites for initially-timers hungry for a piece of the Silicon Valley
Komfie Manalo, Opalesque Asia: Professor Oliver Gottschalg of Paris-based HEC Business School, also known as Ecole des Hautes Etudes Commerciales de Paris has released his annual ranking of the top performing private equity firms.
The 2014 HEC-DowJones Private Equity Performance Ranking
From Forbes.com: Hedge funds have always been a bit exotic and an enigma to some, but bottom line they are supposed to produce good returns using a range of strategies including global macro, event driven and relative value (arbitrage). And, sophisticated or high-net-worth individuals (HNWIs) could
From CNBC.com: A hedge fund manager told clients he is "truly sorry" for losing virtually all their money. Owen Li, the founder of Canarsie Capital in New York, said Tuesday he had lost all but $200,000 of the firm's capital—down from the roughly $100 million it ran as of late March.
"I take r
Featuring : Up 90% in 2014: Adam Tomas, a different systematic long term trend follower trading “axiomatic regularities”.Australian Adam Tomas started to design systematic trading strategies in 2004. In July 2011 he launched his Global Capital Allocation Fund (GCAF). While many CTAs did well in 2014, Tomas' strategy did exceptionally well: the fund ...» Watch the video
Intermediate Term Trend: NegativeFriday's Close: $75.13 (- $.59 cents)UPDATE: It has been an extremely long time since the chart has depicted such a large spread between the weekly Moving Average Line and current price action.Certainly, this market can trade lower, but for the last two weeks we cautioned; traders need to be careful on selling into a current vacuum. Last week's price action was more than two dollars higher than the week before. Hardly a rally, but it's possibly the start of some stabilization in the price.