Previously published Opalesque Exclusives
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11. Oct. 2012 | Opalesque Exclusive: Another distressed debt hedge fund does well: Zencap Octra +15% YTD [more]
Benedicte Gravrand, Opalesque Geneva:
The Octra Fund, a fixed income arbitrage fund managed by Zencap Asset Management, tries to generate alpha from the dislocation of the European ABS and CDO market through a selection of fundamentally healthy assets. The selection must have been right, as the
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11. Oct. 2012 | Opalesque Exclusive: Sluggish economy hurting M&A activity in Latin America, while asset managers, hedge funds see opportunity [more]
Bailey McCann, Opalesque New York: New data from the Organization for Economic Cooperation and Development (OECD) shows a dramatic decline in the amount of international dollars flowing into Latin
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11. Oct. 2012 | Opalesque Roundtable: Regulatory push for more collateral not so much of an issue in hedge fund world [more]
From Komfie Manalo, Opalesque Asia:
Concerns that the regulatory push for more collateral will affect the viability of investment or trading strategies will be less of an issue in the hedge fund world, as the industry has a long history of pledging sufficient collateral, and the capital requirem
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10. Oct. 2012 | Opalesque Roundtable: Shareholder activism in Canada is on the rise [more]
From Komfie Manalo, Opalesque Asia:
Investors activism is rising in Canada, reversing the traditional practice of allowing poorly managed corporations to go about their business without getting any criticism, claimed Veronika Hirsch, CIO at Bl
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09. Oct. 2012 | Opalesque Exclusive: BlackRock, UBS examine fiscal cliff scenarios [more]
Bailey McCann, Opalesque New York:
Global financial firms BlackRock and UBS released analyses today that look at what will happen if sequestration is allowed to kick in, in the US. According to report authors at the BlackRock Investment Institute (BII), a 'dangerous disconnect,' exists
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09. Oct. 2012 | Opalesque Radio: Sustainable Resource aims to protect its investment by protecting the environment [more]
From Komfie Manalo, Opalesque Asia:
Sustainable Capital Luxembourg S.A, - Advisor to the Sustainable Resources Fund, wants to live upto its name. In an interview with Opalesqu
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08. Oct. 2012 | Opalesque TV: Investors shift focus to relative return, bespoke portfolios [more]
Bailey McCann, Opalesque New York:
Frank Frencentese is Global Head of Hedge Fund Investments for Citi Private Bank, which oversees approximately $5bn globally for single investment strategies and customized hedge fund portfolios for ultra high net worth investors. He joined Citi three years ag
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08. Oct. 2012 | Opalesque Exclusive: Research, timing, and patience are key for AM Capital’s +41.71% Q3 finish [more]
From Precy Dumlao, Opalesque Asia:
Vigorous research, buying or selling at opportunistic times and patience are the key drivers for alternative investment manager and Chicago-based hedge fund manager AM Capital Advisors that led the firm to achiev
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08. Oct. 2012 | Opalesque Exclusive: Third Point's subprime portfolio returns over 24% in 2012, firm sees increasing opportunities [more]
From Precy Dumlao, Opalesque Asia:
The surge in subprime market gains helped propel Daniel Loeb’s Third Point to post 24.3% positive returns for its subprime portfolio so far this year.
Indeed, the fund’s subprime portfolio posted t
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08. Oct. 2012 | Opalesque Exclusive: Credit strategies most promising, posted 8th positive month YTD: hedge fund news, week 40 [more]
In the week-ending 5 October 2012, it was reported that AE3 Capital had launched its first hedge fund that will invest in emerging market debt; 36 South Capital Advisors
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05. Oct. 2012 | Opalesque Roundtable: Canadian Roundtable hears accurate valuation of energy companies is crucial [more]
Beverly Chandler, Opalesque London:
Participants at the Opalesque 2012 Canada Roundtable, sponsored by Kaufman Rossin Fund Services and
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05. Oct. 2012 | Opalesque Exclusive: Pfaeffikon talking (5): Awards for best Swiss hedge funds and funds of hedge funds [more]
Benedicte Gravrand, Opalesque Geneva:
Hedgegate, the Swiss fund of hedge funds data provider run by Zurich University, and Bilanz, a Swiss financial weekly, presented their Swiss hedge fund awards at last week’s
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04. Oct. 2012 | Opalesque Exclusive: Pfaeffikon talking (4): Man’s Peter Clark on hedge fund challenges and opportunities [more]
Benedicte Gravrand, Opalesque Geneva:
Peter Clarke, CEO of Man Group plc, the $52.7bn hedge fund firm with head-quarters in London and other main offices in Pfaeffikon, Switzerland, discussed the key challenges facing the hedge fun
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04. Oct. 2012 | Opalesque Exclusive: FinAnalytica launches Cognity Managed Services [more]
Bailey McCann, Opalesque New York:
FinAnalytica, a US-based multi-asset class analytics company has launched a new product – Cognity Managed Services, which extends their hosted Cognity ASP risk management and portfolio construction platform to include customized managed services, such as full d
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04. Oct. 2012 | Opalesque Roundtable: Canada’s hedge fund industry has 'tremendous room for growth’ [more]
Komfie Manalo, Opalesque Asia:
Canada’s hedge fund industry has tremendous room for asset growth and this will continue to be a strength for Canadian funds going forward, said Chris Dopp, Senior Vice President at exchange group Eurex
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03. Oct. 2012 | Opalesque Exclusive: Taussig Capital launches Multi-Strat Re reinsurance platform [more]
Bailey McCann, Opalesque New York:
Zurich–based Taussig Capital is launching a new platform that will give hedge fund managers the opportunity to get into reinsurance. Recent entrants into this area include Daniel Einhorn’s Greenlight Re, and Jonathan Bloomer’s Scottish Re. Before them, Warre
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03. Oct. 2012 | Opalesque Exclusive: 36 South Capital Advisors launches Black Eyrar Fund [more]
Bailey McCann, Opalesque New York:
London-based investment firm 36 South Capital Advisors is launching its second tail risk fund. The Black Eyrar fund follows a successful, earlier tail risk fund – the Black Swan Fund which made 204% in 2008. The new fund will invest in volatility across all
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03. Oct. 2012 | Opalesque Roundtable: Long US and Canadian equities, commodities and M&A offer opportunities for Canadian hedge funds [more]
From Komfie Manalo, Opalesque Asia:
Long US and Canadian equities, commodities, and M&A activities are the strategies that offer opportunities for Canadian hedge fund managers and investors, agreed participants in the latest
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03. Oct. 2012 | Opalesque Exclusive: Pfaeffikon talking (3): ZHAW estimates there are 130 single hedge funds in Switzerland managing $24bn [more]
Benedicte Gravrand, Opalesque Geneva:
Regina Anhorn, researcher at the Centre of Alternative Investments & Risk Management,
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02. Oct. 2012 | Opalesque Exclusive: Pfaeffikon talking (2): Swiss funds of hedge funds industry’s market share stands at 22% [more]
Benedicte Gravrand, Opalesque Geneva:
Hedge funds really suffered during the financial crisis, and one may be tempted to say that this one was very different. But be careful, warned Prof. Dr. Peter Meier, head of the
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