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2010 - Click on a date in left column to access the Briefings. HELPCENTER
2009 2011
31 Dec. 2010 Opalesque most forwarded article - week 52: Assets - Farallon raises $750m for new Asia-focused fund, receives redemption requests for flagship fund [more]

From Pionline.com: One of the hedge fund industry's veteran managers, Farallon Capital Management LLC, received a rash of redemption requests from institutional investors for its flagship multistrategy approach this fall even as it raised $750 million for a new Asia-focused special situations fund. At least $223 million is poised to flow out of the multistrategy funds after the m...

24 Dec. 2010 Opalesque most forwarded article - week 51: The new AIFM directive from a Swiss perspective [more]

The following is an analysis from the latest hedgegate FoHF Newsletter: From a Swiss perspective, the directive contains clear improvements compared to the first draft. The phased introduction of "third-country passports" will allow alternative investment fund managers lo...

17 Dec. 2010 Opalesque most forwarded article - week 50: True managed accounts are for the few [more]

Benedicte Gravrand, Opalesque Geneva: Managed accounts are not a panacea to hedge fund risks and their true benefits can only be had by those who bring in large amounts. This is something that panelists at Terrapinn’s Hedge Fund World Zurich conference last week agreed upon. In a perfe...

10 Dec. 2010 Opalesque most forwarded article - week 49: How branding can raise hedge funds assets – Material Difference [more]

From Precy Dumlao, Opalesque Asia: As sophisticated investors have become more cautious since ’08, it has become more apparent to hedge funds that they should project themselves as a “good brand”. Armed with this knowledge, London-based hedge fund consultant Material Difference looked into the importanc...

03 Dec. 2010 Opalesque most forwarded article - week 48: Brazilian equities firm Guepardo launches offshore version of fund with decade long track record of +41.9% (annualized) [more]

From Kirsten Bischoff, Opalesque New York: As emerging markets continue to gain traction with investors (EM hedge funds pulled in $2.2bn in October, according to TrimTabs/BarclayHedge), one country has taken the lead with investors. That is Brazil, which 36% of surveyed hedge fund managers polled by the research firm “strongly favor” over and above other BRIC countries for its attractiv...

26 Nov. 2010 Opalesque most forwarded article - week 47: Manager Profile – For Chicago hedge fund manager Kenneth Kuhn, Iraq is a different type of risk [more]

From Reuters.com: Chicago hedge fund manager Kenneth Kuhn’s family thought he was crazy when he said he wanted to launch a new hedge fund focused on Iraq, but the one-time exotic currency trader said he believes the country can deliver outsized returns to investors. Kuhn, who stopped by Reuters offices this week, says his years of trading the Iraqi dinar from his Chicago office, inspired him to st...

19 Nov. 2010 Opalesque most forwarded article - week 46: Institutions - Update Merseyside Pension Fund increases allocation to PAAMCO, A look into asset allocation of professional managers [more]

Update: Merseyside Pension Fund increases allocation to PAAMCO Merseyside Pension Fund, one of the UK's largest public local authority pension funds (with assets of GBP4.7 billion), has made a decision to substantially increase the amount that Pacific Alternative Asset Management Company (PAAMCO) manages for it in funds of hedge funds. PAAMCO has been...

12 Nov. 2010 Opalesque most forwarded article - week 45: Into the fire - managers that launched into the global financial crisis and were strong enough to survive - Part five [more]

From Kirsten Bischoff, Opalesque New York: They are the managers who launched into the worst financial crisis since The Great Depression. The swelling ranks they joined would soon be devastated from the investor redemptions and performance losses that took the industry from a peak of $2.1tln assets down to $1.5tln as of this year. Those that survived the most devastating time...

05 Nov. 2010 Opalesque most forwarded article - week 44: UCITS funds of hedge funds suffer same asset raising snags as offshore counterparts - KDK [more]

Benedicte Gravrand, Opalesque Europe: According to a London-based asset manager, UCITS funds of hedge funds are struggling when in comes to raising assets. And this is due mainly to a lack of trust; investors’ perception of the post-Madoff, post-credit crisis fund of hedge funds (FoHFs) business has bled onto UCITS-compliant FoHFs’ reputation. ...

29 Oct. 2010 Opalesque most forwarded article - week 43: AIFMD expected to start affecting hedge funds in 2015 [more]

Benedicte Gravrand, Opalesque Europe: Now that the European Council and the European Parliament and Council...

22 Oct. 2010 Opalesque most forwarded article - week 42: North America – Fortress’ head of credit Peter Briger to move to San Francisco and open new office, Canadian investors can now get access to Black Swan protection through FoHFs [more]

Fortress’ head of credit Peter Briger to move to San Francisco and open new office From Bloomberg/Businessweek.com: Peter Briger, co-chairman of Fortress Investment Group LLC and head of the credit unit, will move to San Francisco and open a new office for the asset- management firm. Briger’s deputy, Dean Dakolias, and other members of his group also will ...

15 Oct. 2010 Opalesque most forwarded article - week 40: Outlook - SkyBridge believes hedge fund industry will triple in size over next decade, Scaramucci hopes to [more]

SkyBridge believes hedge fund industry will triple in size over next decade From Bloomberg.com: The $1.6 trillion hedge-fund industry will triple in size in the next 10 years as investors try to limit stock market risk while seeking higher returns than bonds offer, said Anthony Scaramucci of SkyBridge Capital. ...Investors including pension managers will be e...

08 Oct. 2010 Opalesque most forwarded article - week 40: Into the fire - managers that launched into the global financial crisis and were strong enough to survive - Part One [more]

From Kirsten Bischoff, Opalesque New York: They are the managers who launched into the worst financial crisis since The Great Depression. The swelling ranks they joined would soon be devastated from the investor redemptions and performance losses that took the industry from a peak of $2.1tln assets down to $1.5tln as of this year. Those that survived the most devastating time...

01 Oct. 2010 Opalesque most forwarded article - week 39: Moody Aldrich wants to seed hedge fund teams with proven entrepreneurial skills [more]

From Kirsten Bischoff, Opalesque New York: Almost all of the asset-raising advice we have seen in this environment doles out the same message: competition is fierce and many managers have compelling stories, therefore the biggest challenge is “not giving investors a reason to say no”. However, the process may be less of a verbal minefield for managers than the above phra...

24 Sep. 2010 Opalesque most forwarded article - week 37: Institutionalizing institutional marketing – what managers should concentrate on for the next stage of marketing [more]

The following piece was authored by Charles E. F. Millard, President of Cardinal Advisors, LLC, based in New York City. Cardinal provides consulting in various areas of financial services, with a particular emphasis on interacting with pensions, institutional investors and governments. Mr. Millard was the Director of the United Stat...

17 Sep. 2010 Opalesque most forwarded article - week 37: Service Providers – Advent and Maples white paper sees demand for alternative managed accounts offering opportunities in fund administration, Newedge brokers and clears first Interest Rate Swap transactions with IDCG’s Clearinghouse, Direct Access Partners enhances global prime services with acquisition of EFX Prime [more]

Advent and Maples white paper sees demand for alternative managed accounts offering opportunities in fund administration Many Institutional investors are moving away from traditional fund structures, choosing instead to allocate capital to alternative investment strategies through managed accounts. This trend poses a new opportunity for fund administrators. Adminis...

10 Sep. 2010 Opalesque most forwarded article - week 36: Ed Robertiello to head re-establishment of hedge fund business at Russell Investments [more]

From the Opalesque Team: Ed Robertiello announced that he has accepted a position with Russell Investments to head up the firm’s hedge fund investing business in New York. In a statement e-mailed to Opalesque, Robertiello said he would be responsible for re-establishing the hedge fund activity with...

03 Sep. 2010 Opalesque most forwarded article - week 35: Elliott versus Absolute Return magazine case raises broader questions for hedge funds on transparency and information control [more]

From Kirsten Bischoff, Opalesque New York: This Thursday (September 2, 2010) Absolute Return (AR) magazine is expected to file its response to hedge fund firm Elliott Associates, which demanded the media outlet divulge the source that leaked the firm’s investor letter (and which AR has said it will be printing). The hearing for the matter has been set by the New York court system for Se...

27 Aug. 2010 Opalesque most forwarded article - week 34: Brian Luck launches investment consultancy in Dubai [more]

From the Opalesque team: Brian Luck, who has acquired extensive Finance and GCC experience since 1986, has recently resigned from The Capital Partnership (TCP) "after over six happy years," and has started his own investment consultancy business called Optimus Consultancy FZ LLC, in Dubai, UAE - together w...

20 Aug. 2010 Opalesque most forwarded article - week 33: - Ten key considerations for SEC registration [more]

This article was authored by William Mulligan, CEO of HedgeOp Compliance, LLC: With the signing of the Dodd-Frank Wall Street and Consumer Protection Act, fund advisors need to determine not only IF they are required to register but WHEN they are truly qualified. Fund advisors need to set in motion the proper processes in orde...

13 Aug. 2010 Opalesque most forwarded article - week 32: Institutions looking to hedge funds after extended window-shopping should bring ramp up of inflows in fourth quarter [more]

From Kirsten Bischoff, Opalesque New York: The tantalizing promise that institutional investors will swoop in momentarily and grant allocations has been dangled in front of hedge fund managers for the better part of a year. With the performance rally of July tempered by industry-wide net outflows (to the tune of $3.7bn according to BarclayHedge), and another large redemption notice date...

06 Aug. 2010 Opalesque most forwarded article - week 31: Reech Aim to launch UCITS version of Iceberg Real Estate Hedge Fund [more]

From the Opalesque team: Opalesque has learned that Reech Aim Partners LLP just got the approval by the CSSF - Luxembourg Regulators - to launch a UCITS III onshore version of the Iceberg Real Estate Hedge Fund. The firm is following a general trend amongst hedge funders, as indeed it seems that most are launching onshore, mutual fund-like versions of their riskier and less regulated ...

30 Jul. 2010 Opalesque most forwarded article - week 30: ETF ownership limits - Trap for the unwary hedge fund [more]

This article was authored by Jay B. Gould, Ildiko Duckor, Clint A. Keller and Michael G. Wu of international law firm Pillsbury: In recent years, many hedge funds have significantly increased their holdings in exchange-traded funds (ETFs). Historically, hedge funds primarily acquired short positions in ETFs to hedge their long positions in a particular industry segment by obtaining short...

23 Jul. 2010 Opalesque most forwarded article - week 29: New US registration requirements likely to impact funds 'on the cusp' [more]

From Kirsten Bischoff, Opalesque New York: At this point it is only possible to guess what impact "The Restoring Financial Stability Act of 2010" will have on the hedge fund industry. By all accounts the inclusion of hedge funds into more sweeping regulation has been a long time coming. And although hedge funds now have new asset requirements before their investment m...

16 Jul. 2010 Opalesque most forwarded article - week 28: Viewing capacity as a scarcity can strengthen and focus an asset raising campaign [more]

From Kirsten Bischoff, Opalesque New York: “Managing growth” may seem like a wishful concept during the current, tight asset-raising environment. However, funds that build a strong asset base (diversified, longer duration and that continue to feed themselves with additional allocations) are those who use clear and cohesive marketing strategies in order to reach asset growth goals a...

09 Jul. 2010 Opalesque most forwarded article - week 27: Real Estate - Fortress Investment Group makes two deals in the commercial real estate arena (video) [more]

From CNBC.com: Private equity firm Fortress Investment Group has made two deals in the commercial real estate arena. Daniel Mudd, CEO of the Fortress Investment Group, discusses the deals with CNBC. Video: Source Opalesque Note: Fortress Investment Group's presiden...

02 Jul. 2010 Opalesque most forwarded article - week 26: Managers with strong risk management stories should hunt for assets from small pensions and endowments [more]

From Kirsten Bischoff, Opalesque New York: For all too many hedge fund managers, reading about asset flows (+$2.13bn in April according to HFN), has become an exercise in controlling frustration. “Right now, from the top down, there have been net inflows in 2010, but the big funds have absorbed the lion’s share of those net inflows; the smaller funds have been left out,” says Howard E...

25 Jun. 2010 Opalesque most forwarded article - week 25: Institutions – Florida public pension fund wants to triple allocation to hedge funds, Update San Diego County to put $150m to work in BlackRock’s hedge funds, Institutional investors are increasingly using hedging for currency volatility protection [more]

Florida public pension fund wants to triple allocation to hedge funds From Tampabay.com: Chasing bigger investment returns, the agency that manages Florida's $113.8 billion public pension fund wants to make far riskier investment bets. The state wants to reduce the pension fund's holdings in publicly traded stocks and bonds and triple its allocation to hedg...

18 Jun. 2010 Opalesque most forwarded article - week 24: In hedge funds, size does matter - GFIA [more]

From Precy Dumlao, Opalesque Asia: In its latest white paper entitled: "Does size matter," Singapore-based consulting firm GFIA pte Ltd. said there is a clear correlation between the size of the fund and its returns in the Asian hedge fund universe. In its study, GFIA noted the fo...

11 Jun. 2010 Opalesque most forwarded article - week 23: Performance – May was hedge funds' worst month thus far in 2010, Clarium Capital gained 4% in May as deflation trade returned, Paulson & Co's main funds lost 4%+ in May, Moore Capital's main fund hit hard in May, lost 9%, Hedge funds fail to hedge and ETFs tell same story [more]

May was hedge funds' worst month thus far in 2010 From WSJ.com: The hedge fund industry had its worst month this year in May as the sovereign-debt crisis in Europe hammered equity and credit markets. Still, most managers avoided huge losses. … Millennium International, run by Israel Englander, was down about 1.5% last month, according to an investor w...

04 Jun. 2010 Opalesque most forwarded article - week 22: Service Providers – IDS partners with Mauritius-based LC Abelheim to offer fund administration to Indian Ocean region [more]

IDS Group (IDS), the global specialist investment administrator, has partnered with LC Abelheim (LCA), a Mauritian based Management Company to offer fund administration to the Indian Ocean region. Together IDS and LCA will be able to offer 3rd party fund administration services of an international standard. IDS uses the Pacific Funds Administration system and has an excellent reputati...

28 May. 2010 Opalesque most forwarded article - week 21: Merlin issues a twelve-point guideline to hedge fund best practice [more]

Benedicte Gravrand, Opalesque London: Things have changed so much in the hedge fund world since 2008; not just the performance which can be lukewarm at times, and the assets which have become a little more difficult to raise. It is also the way to conduct business that has changed and that is continuing to change. For a start, the crisis and its subsequent liquidations, g...

21 May. 2010 Opalesque most forwarded article - week 20:The story of Hermitage Capital so far (Part 1) - In the hands of organised crime [more]

Benedicte Gravrand, Opalesque London: For 10 years, the founder of Hermitage Capital, William Browder, was the largest foreign portfolio investor in Russia. This is what he told Matthias Knab during an Opalesque video interview in February. He had then more than $4bn invested in a country in which he sa...

14 May. 2010 Opalesque most forwarded article - week 19: In the ‘big’ world of Texas, small hedge funds can grow [more]

From Precy Dumlao, Opalesque Asia: “Everything is big in Texas,” they say. But here in the lone star state where size matters, even the small ones are given the opportunity to grow into something big. Speaking at the most recent Opalesque Roundtable: Texas, Craig Caudle, CEO and Principal of ...

07 May. 2010 Opalesque most forwarded article - week 18: FoHFs still remain the best asset raising option for single strategy managers - EFX [more]

From Kirsten Bischoff, Opalesque New York: Funds of hedge funds (FoHFs) have continued to suffer from an outflow of assets while single strategy managers have started securing net inflows (TrimTabs estimated FoHFs lost $17.4bn over 1Q2010), however this portion of the industry may be nearing an inflection point to recovery. Managers of FoHFs, still a large channel in ...

30 Apr. 2010 Opalesque most forwarded article - week 17: Hedge fund industry returns show lowest beta level since 2004 – Credit Suisse/Tremont [more]

From Kirsten Bischoff, Opalesque New York: As the financial crisis unfolded and hedge funds suffered negative performance in 2008, much of the criticism pointed at the industry accused hedge fund managers of taking performance fees off the capture of market beta. Research from the Credit Suisse/Tremont (CS/T) Hedge Fund Index team (...

23 Apr. 2010 Opalesque most forwarded article - week 16: Best managers who are still down from asset peaks present prime opportunities for re-seeding [more]

From Kirsten Bischoff, Opalesque New York: Seed funds have had their fair share of the spotlight over the past few weeks, as they advocate for allocating to a hedge fund industry that has fewer funds, more experienced managers spinning out of investment banks, and a marketplace full of opportunity as global economies continue to deal with fallout from the financial crisis. With the s...

16 Apr. 2010 Opalesque most forwarded article - week 15: Research - The difference between hedge funds with FoF clients and those without [more]

From AllAboutAlpha.com: ...2009 saw a major divergence between funds of funds indices and single manager indices. We wondered what would have caused this. There were several theories. Most theories rested on the assumption that the kinds of funds in which FoF's invest are fundamentally different than the average hedge fund. A paper originally written prior to 2009 offers some t...

09 Apr. 2010 Opalesque most forwarded article - week 14: In this globalized world, risk management could be more challenging and costly [more]

From Sagar Chakraverty, Opalesque Asia: In this era of globalization, is risk management more challenging? This could be an inconvenient truth. Information flow is much faster now and that could cause some odd events in one part of the world to immediately impact upon the prices and volumes in other parts of the world. Investors’ sentiments still being shaky, they want man...

02 Apr. 2010 Opalesque most forwarded article - week 13: How not to invest in hedge funds (1) [more]

Written by Bryan Goh of London-based fund manager First Avenue Partners LLP. We all know what to look out for when contemplating a hedge fund investment. - Independent administrators and independent valuation of assets and calculation of fund NAV. - Independent prime broker, reputable auditors and legal counsel. - Independent board of directors consis...

26 Mar. 2010 Opalesque most forwarded article - week 12: Survey Significant demand for UCITS Hedge Funds and UCITS FoFs despite performance gap to offshore funds [more]

From Kirsten Bischoff, Opalesque New York: The rapidly expanding popularity of UCITS fund structures seems to be taking even those entrenched in the hedge fund industry by surprise. With UCITS representing $35bn in invested assets and with an astounding 200 new UCITS funds launching over the past 18-24 months (HFR), many expect the enormous rate of growth to continue as more cash lea...

19 Mar. 2010 Opalesque most forwarded article - week 11: Institutions rank 'alignment of interests' as top priority - Bank of America Merrill Lynch [more]

From Kirsten Bischoff, Opalesque New York: Hedge funds are hungry to rebuild their asset base. Institutional investors still reeling from devastating performance losses are seeking alpha. It would seem like a match made in heaven. However, "the message institutional investors are sending seems quite clear: hedge funds need to better alig...

12 Mar. 2010 Opalesque most forwarded article - week 10: As US asset raisers look overseas, Mid-East investors anticipate raising hedge fund allocations – Capintro Partners [more]

From Kirsten Bischoff, Opalesque New York: US hedge fund marketing firms, and investor relations professionals have by and large, expressed the belief that the most lucrative fundraising opportunities in 2010 likely lay outside the US. According to a newly released survey, perhaps one of the most fertile asset raising grounds for hedge funds in the coming months will be the Middle Ea...

05 Mar. 2010 Opalesque most forwarded article - week 9: Singapore's Monetary Authority specifies new requirements for its Exempt Fund Managers regime [more]

Benedicte Gravrand, Opalesque London: Good news for those hedge fund managers with operations in Singapore - especially those exempt from existing licensing and business conduct requirements, who have been waiting for clarifications on some hazy guidelines. The Monetary Authority of Singapore (MAS...

26 Feb. 2010 Opalesque most forwarded article - week 8: UCITS and hedge funds - Convergence between alternative and traditional investment space is inevitable (2) [more]

Benedicte Gravrand, Opalesque London: Yesterday’s Part One (“Hedge fund managers adopt UCITS regime to load up on assets, but may have to surrender higher performance”) can be found here. Assets UCITS asset...

19 Feb. 2010 Opalesque most forwarded article - week 7: Emerging managers may raise more assets focusing on high net worth individuals and family offices [more]

From Kirsten Bischoff, Opalesque New York: The slight decrease in assets that hedge funds saw in January was driven by performance losses as most strategies were slightly down or flat for the month. However, investors continue to show growing confidence in managers, allocating $4.51bn during the first month of the year (according to HedgeFund.net). While this may be the first sign of g...

12 Feb. 2010 Opalesque most forwarded article - week 6: John Locke's CEO Bonnin (1) How he discovered the world of quant and why the French like it so [more]

Benedicte Gravrand, Opalesque London. French hedge fund manager François Bonnin graduated from Paris' "Grande Ecole" ISG (Institut Superieur de Gestion). He was director of convertible trading at RAFE S.A. (AXA Group) before setting up the asset manager CAP STARDEX in 1992. After selling the firm to ING, Francois founded Paris-based ...

05 Feb. 2010 Opalesque most forwarded article - week 5: Citigroup said to plan sale or closure of PE and RE units, hedge fund group, Commerzbank winds down FoHFs business Comas, returns assets to investors [more]

Citigroup said to plan sale or closure of PE and RE units, hedge fund group From Bloomberg.com: Citigroup Inc. plans to sell or split off its $10 billion Citi Private Equity unit, expanding the list of money-management businesses the U.S. bank is disposing of to reduce debt, people familiar with the matter said. Other money-management units marked for sale or...

29 Jan. 2010 Opalesque most forwarded article - week 4: Hedge funds enjoy more inflows, larger funds, event driven, macro and Asian strategies win [more]

Benedicte Gravrand, Opalesque London: Some of the main providers of hedge fund industry data seem to agree. 2009, whilst not quite redeeming the lows of 2008, still showed how resilient the industry can be – and thereby, how adaptable. 2009 marked the best annual hedge fund performance in a decade, ...

22 Jan. 2010 Opalesque most forwarded article - week 3: People - Marc Faber joins hedge fund of Eric Sprott, Moore Capital said to hire Goldman emerging markets trading head David Jasper, Viteos expands senior management in North America, industry veteran Francis Rainsford to join team, Neil Harvey returns to Credit Suisse as Asia head of asset management, Schulte Roth & Zabel LLP appoints Daniel F. Hunter as partner, Capstone Holdings Group, LLC hires experienced Merrill Lynch professional as global head of research [more]

Marc Faber joins hedge fund of Eric Sprott From Businessinsider.com: Marc "Doom, Boom, and Gloom" Faber just joined Sprott Asset Management as a director. Faber is currently an investment advisor who often speaks about his deep concern for the future of the dollar (he thinks the U.S. will default on its debt within the next 5-10 years)... Full article: ...

15 Jan. 2010 Opalesque most forwarded article - week 2: Armored Wolf passes $100m in assets within year of launch with seed funding from NewAlpha [more]

From Kirsten Bischoff, Opalesque New York: News of 2009 ending with consecutive monthly net inflows into hedge funds has served up predictions that the industry may be well poised for re-growth as early as Q110. Perhaps of most interest to the legions of small and still young funds that continued to perform well over the past months,...

08 Jan. 2010 Opalesque most forwarded article - week 1: The story of Izzy Englander and how Millennium is adjusting to the times [more]

Benedicte Gravrand, Opalesque London: Israel (Izzy) A. Englander, a famed trader who founded the investment management firm Millennium Management LLC in 1989, has nearly 40 years of experience in dealing with securities and derivatives. Normally media-shy, he nevertheless accepted to talk to Matthias Knab in front of the Opalesque camera recently (...

2009 2011

 

  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. KKR raises $6.4bn for the largest pan-Asia infrastructure fund[more]

    Laxman Pai, Opalesque Asia: The New York-based global investment firm KKR has raised a record $6.4bn for its second Asia-focused infrastructure fund, underlining investors' continued appetite for private markets. According to a media release from the alternative assets manager, the figure top

  2. Bucking the trend, top hedge fund makes plans for a second SPAC[more]

    From Institutional Investor: SPACs aren't dead. At least not to the folks at Cormorant Asset Management. The life sciences firm, whose hedge fund topped its peers in 2023, is confident it will match the success of its first blank-check company. Last week, the life sciences and biopharma speciali

  3. Benefit Street Partners closes fifth fund on $4.7 billion[more]

    Bailey McCann, Opalesque New York: Benefit Street Partners has closed its fifth flagship direct lending vehicle, BSP Debt Fund V, with $4.7 billion of investable capital across the strategy. Benefit Street invests primarily in privately originated, floating rate, senior secured loans. The fun

  4. 4 hedge fund themes that are working in 2024[more]

    From The Street: A poor earnings report from Tesla (TSLA) has not hurt the indexes on Thursday. The decline in Tesla stock, which is losing its position in the Magnificent Seven pantheon, is more than offset by strong earnings from IBM (IBM) and ServiceNow (NOW) . In addition, the much higher-t

  5. Opalesque Exclusive: A global macro fund eyes opportunities in bonds[more]

    Bailey McCann, Opalesque New York for New Managers: Munich-based ThirdYear Capital rebounded in 2023, following a tough year for global macro. The firm's flagship ART Global Macro strategy finished the year up 1