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15. May. 2015 |
Other Voices: Lies, damned lies and Alpha [more]
This paper was authored by Andrew Beer, founder of Beachhead Capital Management LLC, New York. You can
download the full paper here.
08. May. 2015 |
Other Voices: The value factor reconsidered [more]
This paper was authored by Andrew Beer, founder of Beachhead Capital Management LLC, New York.
"Of course itís true until everyone knows itís true."
Famous economist in response to publication of Stocks for the Lo
06. Apr. 2015 |
Other Voices: Epsilon Theory: 'Itís not about the nailí [more]
This article was authored by Ben Hunt of Salient Partners, L.P. as general information only and should not be taken as investment advice.
I spend a lot of my time speaking with investors and financial advisors of all stripes and sizes, and hereís what Iím hearing, loud and clear. There
02. Apr. 2015 |
Other Voices: What is compression (and why should you care)? [more]
This article was authored by Stephen Loosley, Catalyst Development Ltd, a financial regulations and technology advisor in London.
Compression is a technique to reduce gross notional in your OTC book without materially affecting ri
02. Apr. 2015 |
Other Voices: It's showtime for hedge funds: An open letter to TV execs [more]
This article was written by Meredith Jones, who has more than 16 years of experience as an internationally-recognized researcher, writer, speaker and expert in the alternative investment industry.
Dear Showtime Execs,
I read with great interest (and no small amount of trepidation) abo
31. Mar. 2015 |
Other Voices: Transparency 2.0: How investors can realise direct financial benefits from position-level transparency today [more]
This article is written by Tyler Kim, the Chief Information Officer for MaplesFS, responsible for Information Technology and Data Management globally.
Institutional investors can realise direct financial benefits from position-level transparency Ė specifically through increasing the effi
25. Mar. 2015 |
Other Voices: Does the hedge fund industry benefit society? [more]
This article was authored by Don Steinbrugge, Chairman of Agecroft Partners, a US-based global consulting and third party marketing firm for hedge funds.
It is no secret that the hedge fund industry is viewed negatively by a la
19. Mar. 2015 |
Other Voices: The role of diversification in CTA portfolios [more]
2014 brought a resurgence of managed futures strategies, or CTAs, which performed very well as a whole, outperforming all other hedge fund strategies. However, a closer look reveals that there was a wide range of performance, or return dispersion, across managers.
The bottom line? Not all CTAs
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- Opalesque Exclusive: New TMT hedge fund adopts the long-term approach[more]
Benedicte Gravrand, Opalesque Geneva for New Managers: Adam Parker founded Center Lake Capital LLC in New York in November 2014. Before that, he was portfolio manager at Point State Capital (the successor fund to Dr
- Investing - Hedge funds buy swathes of foreclosed subprimes, force up rents, float rent-bonds, Hedge funds buy Actavis, Valeant. ETFs join the party, The most loved biotechs of big hedge funds, Stocks to buy ... according to hedge funds, Atlantic City bond offering attracts hedge funds as buyers, Okumus Fund Management discloses huge new Ascent Capital Group stake[more]
Hedge funds buy swathes of foreclosed subprimes, force up rents, float rent-bonds
From Boingboing.com: When a giant hedge fund is bidding on all the foreclosed houses in a poor neighborhood, living humans don't stand a chance -- but that's OK, because rapacious investors make great landl
- Institutions - Institutional investors turn to real estate, planes, Assets at Bostonís five biggest family nonprofits rise to $3.5bn[more]
Institutional investors turn to real estate, planes
From Joins.com: The National Pension Service and domestic emerging market specialists who did not know where to invest in a low interest rate environment are turning to other investments like the blue-chip real estate market abroad.
- Regulatory - Hedge funds face tax as Iceland poised to end capital controls, Comment: Why alternatives need more transparency, not enforcement[more]
Hedge funds face tax as Iceland poised to end capital controls
From Bloomberg.com: Hedge funds and other investors who bought claims against Icelandís failed banks face a tax that targets the lendersí estates as the government prepares to unveil its plan for exiting capital controls in t
- Investing - Nelson Peltzís Trian Fund Management reduces position in Legg Mason, Biotech investors up big amid bubble talk, Hedge funds increase exposure in healthcare[more]
Nelson Peltzís Trian Fund Management reduces position in Legg Mason
From Octafinance.com: Trian Fund Management has filled a SC 13D/A form regarding Legg Mason, Inc. Per Nelson Peltzís Trian Fund Managementís filing, the filler reported decreased stake in the company by -11.05% to 11,03