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2013 - Click on a date in left column to access the Briefings. HELPCENTER
2012 2014
27 Dec. 2013 Opalesque most forwarded article - week 51: Randy Swan of Swan Wealth Advisors launches Swan Re [more]

Bailey McCann, Opalesque New York:Randy Swan and the team at Swan Wealth Advisors might not jump to mind when you start thinking about asset managers, but they probably should. Since 1997 the firm has run a strategy that eschews a lot of exotic overlays and market timing to provide consistent performance. Once a group of private separately managed accounts, the team moved into the retai...

20 Dec. 2013 Opalesque most forwarded article - week 51: SkyBridge increases AuM by almost $2bn YTD, moves assets to event-driven and equity strategies [more]

Benedicte Gravrand, Opalesque Geneva:SkyBridge Capital, a New York-based global alternative investment firm formed in 2005, had $9 billion in assets under management (AuM) or advisement as of October 31, 2013. The firm increased its AuM by almost $2bn so far this year. It had $7.6bn in AuM two years ago...

13 Dec. 2013 Opalesque most forwarded article - week 50: Emerging hedge fund managers struggle to cover expenses with management fees [more]

Precy Dumlao, Opalesque Asia for New Managers:Emerging hedge funds struggle to cover operational expenses solely on their management fee alone and do not realize comfortable operating margins at any point below $1bn in assets under management, that was the finding of the second annual Hedge Fund Business Expense Benchmark Survey by ...

06 Dec. 2013 Opalesque most forwarded article - week 49: Opalesque Roundtable 40 Act fund space is promising but some funds may not have true liquidity [more]

Benedicte Gravrand, Opalesque Geneva:Panelists at the recent Alternative Assets Summit in Las Vegas said that costs to bring a '40 Act to market had dropped significantly and that it now takes around four months to structure a fund. Indeed, now a lot of...

29 Nov. 2013 Opalesque most forwarded article - week 48: Opalesque Roundtable Investments of passion can produce best ever returns [more]

Beverly Chandler, Opalesque London:The Opalesque Hard Assets Roundtable, sponsored by Stephen Silver Fine Jewelry and Eurex saw Stephen ...

22 Nov. 2013 Opalesque most forwarded article - week 47: Franklin Templeton & K2 Advisors launch '40 Act fund [more]

Bailey McCann, Opalesque New York:Franklin Templeton and K2 Advisors have launched a multi-manager, multi-strategy mutual fund focused on alternative investment strategies, the Franklin K2 Alternative Strategies Fund. The fund is designed to be roughly similar to the K2 flagship fund. Franklin Templeton took a majority stake in K2 last year. As the Fund’s investment manager, K2...

15 Nov. 2013 Opalesque most forwarded article - week 46: Expecting the Great Rotation, Part 1 [more]

Benedicte Gravrand, Opalesque Geneva:This series of articles explores the concept of the Great Rotation, its reality and how it is viewed. Today, we look at how the Great Rotation was predicted last year just as equities were outperforming Treasuries. Part 2 will be published tomorrow (Nov.14th, 2013), Part 3 on Friday and Part 4 on Monday. ...

08 Nov. 2013 Opalesque most forwarded article - week 45: AlphaMetrix releases statement denying CFTC allegations [more]

Mark Melin, Opalesque Futures Intelligence, Chicago:In response to a CFTC civil suit against AlphaMetrix alleging fraud, the firm issued a statement denying the charges alleged in the suit and re-iterated it is fully cooperating to properly liquidate funds on its managed accounts platform. The statement reads: On November 5, 2013, the Federal Court in Chicago entered ...

01 Nov. 2013 Opalesque most forwarded article - week 44: AlphaMetrix source expresses optimism firm will meet NFA deadline, pay CTA fees; January conference still on track [more]

Mark Melin, Opalesque Futures Intelligence, Chicago:As a public deadline with the National Futures Association (NFA) approaches that could essentially end the firm’s business, a source inside AlphaMetrix expressed optimism the January, 2014 conference in Miami Beach will take place. Further, this source considered it likely the firm will pay all outstanding fees owed to managed futures C...

25 Oct. 2013 Opalesque most forwarded article - week 43: Source AlphaMetrix in negotiation for sale of firm, but bankruptcy more likely outcome [more]

Mark Melin, Opalesque Futures Intelligence, Chicago:AlphaMetrix, the investment platform connecting primarily institutional investors with hedge funds and managed futures programs, has suspended paying performance and incentive fees to the funds on its platform and fired its Chief Financial Officer, according to ...

18 Oct. 2013 Opalesque most forwarded article - week 42: Better to have best managers in unattractive strategies than mediocre managers in best strategies [more]

Benedicte Gravrand, Opalesque Geneva:Umberto Boccato, CIO of Alternative Investments at Mirabaud, an international financial group that offers private banking and asset management services, talks to Opalesque from his Geneva of...

11 Oct. 2013 Opalesque most forwarded article - week 41: Andreani quantitative long/short equity program returns 2.39% in first four months [more]

Benedicte Gravrand, Opalesque Geneva for New Managers: Andreani & Associés’s new quantitative long/short equity program, the COPS program (currently a managed account on Interactive Brokers), has returned 2.39% since its June 3rd inception, through to October 1st, 2013 (unleve...

04 Oct. 2013 Opalesque most forwarded article - week 40: SAC Capital puts reinsurer SAC Re up for sale [more]

From Artemis.bm: According to numerous reports in the press, SAC Capital, the embattled hedge fund owned by Steven A. Cohen, is looking for a buyer for its year old reinsurer SAC Re, as the hedge fund continues to fight insider trading charges. SAC Re, which launched in July 2012 with $500m of capital and looked set to follow the typical hedge fund reinsurer model of underwriting low-v...

27 Sep. 2013 Opalesque most forwarded article - week 39: Tower Capital’s long/short equity hedge funds profit from South African retailers’ northward expansion [more]

Benedicte Gravrand, Opalesque Geneva: South Africa’s big retail chains such as Shoprite, Pick n Pay, Woolworths are expanding in sub-Saharan Africa to counteract a sluggish home market, reports this week’s Economist...

20 Sep. 2013 Opalesque most forwarded article - week 38: Morgan Creek launches daily liquidity alternative mutual fund for retail hedge fund clients [more]

Precy Dumlao, Opalesque Asia: Morgan Creek Capital Management is the latest fund manager to offer so-called hedged mutual fund business or a daily liquidity mutual fund to give its retail clients a taste of hedge fund. In a ...

13 Sep. 2013 Opalesque most forwarded article - week 37: The Big Picture The stage is set for an emerging market crisis [more]

Benedicte Gravrand, Opalesque Geneva: An Opalesque column for global macro investors. The U.S. Fed recently announced a forthcoming tapering of QE, which coincided with money leaving emerging market (EM) investments. EM currencies have been battered, bond issues have lowered, and equities have lost value. Vijai Mohan, founder of San Francisco-bas...

06 Sep. 2013 Opalesque most forwarded article - week 36: Warren Buffet - Dump your equities and keep the dividends [more]

This open letter to Warren Buffet is from Jad Comair, Founder and CIO Melanion Capital, Paris. In finance, a dividend future is an Exchange-traded derivative contract that allows investors to take positions on future dividend payments. Dividend futures settle on the amount of dividend paid by the com...

30 Aug. 2013 Opalesque most forwarded article - week 35: Preqin reveals hedge funds with highest fees achieve best net returns [more]

Beverly Chandler, Opalesque London: Hedge funds with highest performance fees deliver best net returns reveals new research from Preqin. The firm found that hedge funds that charge performance fees of more than 20% have produced the highest net returns in four out of the past six years...

23 Aug. 2013 Opalesque most forwarded article - week 34: Q&A with Joe Taussig of Taussig Capital on Third Point Re's IPO [more]

Matthias Knab, Opalesque: Third Point Re’s shares began trading on the New York Stock Exchange Thursday last week. While the 22 million shares offered in its IPO priced at $12.50 per share, which was the low of its range, 14 million shares traded on the first day and two million traded on Friday, where it closed at $13.30 per share, up 6.5% and a 10% premium to book value (Greenlig...

16 Aug. 2013 Opalesque most forwarded article - week 33: V2 Capital's Hedge Equity Fund aims for ramp year on its third anniversary [more]

Bailey McCann, Opalesque New York: Victor Viner, a 25-year veteran of the investments industry, first created V2 Capital in 2004. After working with his partner to refine their equities strategy, the firm launched the V2 Hedged Equity Fund, with capital from firm principals in 2010. Last year, Opalesque first reported on the opening of that fund to outside investors. Now, as V2 Hedg...

09 Aug. 2013 Opalesque most forwarded article - week 32: The Big Picture Dr. Rania Azmi Arab Spring increased unaccounted-for informal economy [more]

Benedicte Gravrand, Opalesque Geneva: An Opalesque column for global macro investors. According to a research piece by Deutsche Bank, the Arab Spring, which started on December 17, 2010 with Mohamed Bouazizi's self-immolation in Tunisi...

02 Aug. 2013 Opalesque most forwarded article - week 31: Hedge fund secondary market no longer just an escape route but also a liquidity tool [more]

Benedicte Gravrand, Opalesque Geneva: Trading in hedge fund secondaries has become very popular since 2008, and now more and more investors use it to acquire liquidity. Apparently, investors were still sitting on an estimated $50 to $75 billion of illiquid ...

26 Jul. 2013 Opalesque most forwarded article - week 30: …And Finally – And you thought your commute was bad Check out rush hour on Beijing’s subway [more]

From Metro.co.uk: The next time you complain about your commute just take a moment to think about these poor subway passengers in China who face a nightmare journey to work every morning. The footage above of commuters battling their way onto a train was filmed at Xierqi subway station, on Beijing’s Line 13. It shows people waiting in huge queues for the train to arrive and...

19 Jul. 2013 Opalesque most forwarded article - week 29: Blackstone to launch first alternative investment-focused mutual fund [more]

Benedicte Gravrand, Opalesque Geneva: Alternative strategies that are normally used by hedge funds and private equity are increasingly being packaged as mutual funds in the U.S. and as UCITS in Europe. Blackstone, one of the world’s leading investment and advisory firms, is jumping on that bandwagon. ...

12 Jul. 2013 Opalesque most forwarded article - week 28: Hedge fund managers must identify their uniqueness now that they can advertise [more]

Benedicte Gravrand, Opalesque Geneva: Now that SEC has lifted the ban on solicitation and advertising, hedge fund managers, who are at a disadvantage since most lack a marketing structure and a strong online presence, need to identify what is unique about their portfolio if they want to be seen by potential investors, a marketing strategist told Opalesque. Yesterday...

05 Jul. 2013 Opalesque most forwarded article - week 27: New papers from Newedge and Altegris seek to explain the extended drawdown in managed futures strategy [more]

Beverly Chandler, Opalesque London: James Skeggs, global co-head of the advisory group at Newedge and senior director of Alternative Investment Solutions presented his latest research paper on managed futures industry capacity and its effect on CTA returns at the ...

28 Jun. 2013 Opalesque most forwarded article - week 26: County Cork’s CTA business races out of R J O’Brien stable [more]

Beverly Chandler, Opalesque London, for New Managers: A gathering of industry veterans, largely drawn from the managed futures and CTA community lies behind the conference in London this week for emerging managers, the Emerging Manager Forum from Bucky Isaacson and Frank Pusateri. The occasio...

21 Jun. 2013 Opalesque most forwarded article - week 25: Multifonds’ white paper reflects on the likely impact of AIFMD [more]

Beverly Chandler, Opalesque London: Investment software provider Multifonds has published its white paper, entitled: The impact of AIFMD and convergence survey. Key findings from the survey include: 83% of respondents agree convergence of traditional and alternative funds will continue 64% of responde...

14 Jun. 2013 Opalesque most forwarded article - week 24: UBP is changing its alternative funds' management model [more]

Benedicte Gravrand, Opalesque Geneva: - Arié Assayag, head of alternative investments at Union Bancaire Privée, aka UBP, told Swiss daily Le Temps that the Swiss bank is changing its alternative funds' manage...

07 Jun. 2013 Opalesque most forwarded article - week 23: Hedge fund managers hold fast on fees [more]

From eFinancialnews.com: Over four fifths of investments in hedge funds last year were made on full fees, according to a new report from Goldman Sachs, suggesting that although cost-sensitive pension funds are a growing component of the investor base, managers are holding fast on fees. Goldman Sachs prime brokerage division’s 13th Annual Global Hedge Fund Investor Survey 2013, publishe...

31 May. 2013 Opalesque most forwarded article - week 22: Russia-focused hedge fund to launch Cyprus Recovery pool for its investors [more]

Benedicte Gravrand, Opalesque Geneva: The recent Cyprus banking crisis, triggered by the Eurozone debt crisis, sent shock waves through Europe, Russia and the global financial system. It was said that Russian companies and individuals then had about $3...

24 May. 2013 Opalesque most forwarded article - week 21: Endurance Series Trust launches first mutual fund, multi-series trust [more]

Bailey McCann, Opalesque New York: Endurance Series Trust, a multi-series trust, is launching with Gator Capital Management, LLC as the adviser for the Trust’s first mutual fund series. Endurance Fund Services, LLC, an independently owned and operated fund administration company will serve as the fund administrator for mutual funds in the trust. Endurance Series Trust is the l...

17 May. 2013 Opalesque most forwarded article - week 20: Trends in SEC investigations of private fund managers [more]

Benedicte Gravrand, Opalesque Geneva: There are more investigations coming from the Securities and Exchange Commission, according to Stephen Crimmins, Washington and New York-based partner at K&L Gates LLP, an international law firm. "The world of SEC regulations of the investment manag...

10 May. 2013 Opalesque most forwarded article - week 19: BAML says that hedge fund leverage is now at $380 billion [more]

From Valuewalk.com: Hedge fund leverage has been on the rise over the past few months. We have already covered the topic several times in 2013. According to the latest data the trend has continued and is close to the peak reached in 2007. BAML is out with its latest weekly hedge fund monitor (although they skipped last week). In the report issued on Sunday the 5th of May, BAML notes that hedge fun...

03 May. 2013 Opalesque most forwarded article - week 18: The changing role of hedge funds in pension plan portfolios [more]

This article was authored by Shahid Ikram, CIO at Aviva Investors, a global asset manager that is part of Aviva, one of the world’s largest insurance companies, and appeared first in Swiss daily newspaper Le Temps on Monday. Mounting pension deficits present a dilemma for trustees. New cash...

26 Apr. 2013 Opalesque most forwarded article - week 17: Fund of hedge funds manager Stenham divulges one new credit fund and one new healthcare fund [more]

Benedicte Gravrand, Opalesque Geneva: - Stenham Asset Management, a fund manager headquarted in London, has just unveiled two new funds of hedge funds: Stenham Credit Opportunities and Stenham Healthcare, both launched on 1st January, 2013. The firm has invested in credit and healthcare strategies for more than...

19 Apr. 2013 Opalesque most forwarded article - week 16: I.A. Englander develops managed accounts and prime services for emerging managers [more]

Bailey McCann, Opalesque New York: In 2010, I.A. Englander launched its managed accounts and prime services along side its electronic trading platform. The electronic trading platform spun out of Englander last summer, as planned, leaving the firm with the plumbing of a prime services division. Now, that division is providing new and critical infrastructure to the emerging managers that...

12 Apr. 2013 Opalesque most forwarded article - week 15: Corporate investigator there must be a school of fraud somewhere [more]

Benedicte Gravrand, Opalesque Geneva: If one of the funds of hedge funds that invested in Madoff had decided to dig beneath the Madoff funds’ shiny coating and hired a white collar fraud specialist beforehand, things might have looked and felt different to the many investors who have lost out. Opalesque interviewed the heads of white collar investigative firm, who explained what they do,...

05 Apr. 2013 Opalesque most forwarded article - week 14: Switzerland responds to challenges to its commodity trading industry in new report [more]

Benedicte Gravrand, Opalesque Geneva: - Switzerland is one of the most important commodity trading centres in the world, said the Swiss Federal Council in a release last week announcing the publication of a background report on commodities. This report responds to challenges within the commodities tra...

29 Mar. 2013 Opalesque most forwarded article - week 13: Current legal landscape for investment managers raising funds in the U.S. [more]

Benedicte Gravrand, Opalesque Exclusive: Stephen C. Tirrell, Partner at global law firm Bingham McCutchen, New York, talked to me about the existing legal landscape for new investment managers who want to raise private funds in the U.S., with...

22 Mar. 2013 Opalesque most forwarded article - week 12: The Big Picture Fitch's GDP forecast for developed economies and BRICs [more]

An Opalesque column for global macro investors. Benedicte Gravrand, Opalesque Geneva: Financial markets have been on the road to recovery, but real economy has not, says Fitch Ratings, a global rating agency, in its latest Global Economic Outlook Special Report. In the fourth quarter of 2012 (Q412), the Eurozone and the U.S. had t...

16 Mar. 2013 Opalesque most forwarded article - week 11: Peer-to-peer lending gains traction as new asset class for family offices, hedge funds [more]

Benedicte Gravrand, Opalesque Geneva: As part of the "sharing economy" phenomenon brought on by the internet are platforms where lenders and borrowers meet. Borrowers may seek an alternative from the more traditional lending outlets which have tighter string to their purse, and lenders may be attracted to the prospect of uncorrelated monthly income. There are two ma...

08 Mar. 2013 Opalesque most forwarded article - week 10: Opalesque TV iStar Capital, the only CTA seeded by an institutional investor in 2011 [more]

Bailey McCann, Opalesque New York: For the founders of iStar Capital, an Amsterdam-based CTA, choosing trend following as a core trading strategy was a bit of a journey. Co-Founder Rudolph Shally, actually started his professional career theoretical physics, and moved into financial services, where his work at Citibank showed him how trend following could be a winning strategy. He moved ...

01 Mar. 2013 Opalesque most forwarded article - week 9: LW Investment Management goes beyond commodities in Latin America [more]

Bailey McCann, Opalesque New York: For investors looking into emerging markets, specifically Latin America, commodities have often been the driver of those opportunities. Now, several new funds are emerging that are expanding that opportunity set to include new countries and different investment opportunities. LW Investment Management is one such firm. LW is a Latin American focused hed...

22 Feb. 2013 Opalesque most forwarded article - week 8: News Briefs – Orix set to buy Robeco from Rabobank [more]

Orix Corporation, the Japanese financial services group, is close to buying the asset management arm of Rabobank, the Dutch lender, for about €2bn ($2.7bn), as it seeks a European bridgehead to complement growing businesses in the US and Asia. Orix confirmed to the Tokyo Stock Exchange on Friday that it was eyeing the acquisition of Robeco, a firm with €189bn in assets under management at the end ...

15 Feb. 2013 Opalesque most forwarded article - week 7: Average hedge fund fee significantly lower than reported [more]

Beverly Chandler, Opalesque London: Dan Steinbrugge of Agecroft Partners reports that hedge fund industry assets are up slightly from their peak in the third quarter of 2008 but the average fee paid on industry assets has declined much more than reported in industry surveys. "These surveys typically show that the stated fe...

08 Feb. 2013 Opalesque most forwarded article - week 6: Swiss volatility arbitrage fund up 25% in 2012 by profiting from market's myopia [more]

Benedicte Gravrand, Opalesque Geneva: The Cassiopeia Fund, a volatility arbitrage fund, was launched in 2003, after years of research done by the fund's founder, Dr. Michel Dominicé. This fund profit s from markets' irrational moves and proves through its performance that a rational approach to irrationality can lead to high reward. Indeed, the Share Class B ...

01 Feb. 2013 Opalesque most forwarded article - week 5: Waypoint Asset Management launches, focusing on emerging markets [more]

Bailey McCann, Opalesque New York: The principals of Forum Asset Management, a decade investment advisor have come together on a new firm, Connecticut-based Waypoint Asset Management, which will focus on emerging market lending, debt, and special situations opportunities. The founders are taking their 13-year track record of successfully outperforming in Latin America, Eastern Europe, ...

25 Jan. 2013 Opalesque most forwarded article - week 4: Ex-Tudor manager to launch global macro fund that bets on risk premia [more]

Benedicte Gravrand, Opalesque Geneva: Global macroeconomic uncertainty has driven bond yields to record low and global risk premia to all time highs. AlphaParity’s new fund, the All-Weather Strategy, which is to be launched this week, is designed to capture those very risk premia. The fund is fundamental with a momentum bias, and it focuses on value, carry ...

18 Jan. 2013 Opalesque most forwarded article - week 3: No better time than the present to build your hedge funds brand in China [more]

This article was authored by by Bartt Kellermann of Global Capital Acquisition, a hedge fund consulting company based in New York City. "It's going to happen!" - that was the refrain at the recent hedge fund event in Shanghai titled "International Hedge Funds and Direct...

11 Jan. 2013 Opalesque most forwarded article - week 2: Family office Athena Capital opens New York branch [more]

From Precy Dumlao, Opalesque Asia – Family office Athena Capital Advisors, has announced the opening of a New York City office and the hiring of Zung Nguyen to lead the new office. This is the second location for Athena Capital Advisors, with headquarters located in Lincoln, MA. Lisette Cooper, Founder and CIO of At...

04 Jan. 2013 Opalesque most forwarded article - week 1: Morgan Creek Capital presents massive, bearish outlook on the state of U.S. markets [more]

From Businessinsider.com: Morgan Creek Capital Management, an investment management firm with offices around the world, released its 2013 market outlook, entitled "Peering Over the Precipice."…The slideshow presentation focuses on the three big risks facing the market: the Euro crisis, possibility of a downturn in China, and fallout from the Fiscal Cliff. Of these three, the ...

2012 2014

 

  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Investing - Big hedge funds win again on PetSmart, Riverbed, RBS sells real estate loans to hedge fund Cerberus, Talisman energy speculation: Which hedge funds could benefit?[more]

    Big hedge funds win again on PetSmart, Riverbed From CNBC.com: Another week, another set of wins for activist investors. On Sunday, pet supply retailer PetSmart agreed to the largest leveraged buyout of the year at $8.7 billion. Hedge fund firm JANA Partners had been pushing for a sale a

  2. Outlook - Hedge fund manager who remembers 1998 rout says prepare for pain, Bond guru Bill Gross predicts U.S. economic growth to dip to 2%[more]

    Hedge fund manager who remembers 1998 rout says prepare for pain From Bloomberg.com: Stephen Jen landed in Hong Kong in early January 1997 as Morgan Stanley’s newly minted exchange-rate strategist for Asia. He was soon working around the clock when investors began targeting the region’s

  3. Investing - Hedge funds get boost from healthcare in 2014, Paulson & Co takes stake in Salix on heels of inventory issues[more]

    Hedge funds get boost from healthcare in 2014 From Valuewalk.com: The healthcare sector started the year on a turbulent note, as stocks of many major biotechnology companies were battered. However, most of the players in this sector have bounced back. The BarclayHedge Healthcare & Biotec

  4. Opalesque Exclusive: U.S. legal receivables fund launched in August[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: Investing in asset-backed receivables is a strategy that has been an integral part of the alternative investment space within the overall fixed income asset c

  5. Comment - High fees and low performance hit hedge funds[more]

    From FT.com: Disenchantment over high fees and lackluster performance may finally be turning the tide against hedge funds, fresh data suggest. Despite generally weak returns since the global financial crisis, hedge funds have enjoyed positive net inflows every year since 2010. This helped assets und