Previously published Opalesque Exclusives
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09. May. 2013 | Opalesque Radio: Michael Weinberg: Family offices learned the wrong lessons from Madoff [more]
Benedicte Gravrand, Opalesque Geneva:
An expert allocator discusses the way pension funds and family offices tend to allocate, bifurcations, expectations and risk management trends within the pension universe, the wrong lessons that family offices learnt after Madoff, and the AIFM Directive bein
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07. May. 2013 | Opalesque Exclusive: Elixir real estate funds follow back to basics fixed income philosophy [more]
Benedicte Gravrand, Opalesque Geneva:
Here is a small niche asset backed, unlevered real estate fund that provides fixed income without the implied complications of debt or derivatives. Its manager explains how the fund can return double digits yearly.
Elixir Capital, based in Palo Alto, C
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06. May. 2013 | Opalesque Exclusive: Risk consultant Ian Bremmer highlights hotspots in a G-zero world [more]
Bailey McCann, Opalesque New York:
Forget the G-7 or the G-20, last year political scientist Ian Bremmer told us that we are now living in a G-zero world – or a world where there is no global leadership structure. Bremmer is the president of Eurasia Group, a leading political risk consulting fir
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06. May. 2013 | Opalesque Exclusive: Hedge funds find value in French bonds, Greek corporate debt, Japan’s Abenomics: hedge fund news, week 18 [more]
Hedge funds are reportedly betting French bond prices will fall, buying G
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03. May. 2013 | Opalesque Exclusive: Comment: Last week’s fake AP tweet should not hurt high frequency trading’s reputation [more]
Benedicte Gravrand, Opalesque Geneva:
On Tuesday, April 23rd 2013, a mini sell-off occurred following a fake tweet coming from the Associated Press (AP)’s feed, that announced explosions at the White House. Stocks slumped but recovered within minutes after traders realised it was a hoax. The rap
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03. May. 2013 | Opalesque Exclusive: Economists, hedge fund managers gather at Altegris Strategic Investment Conference [more]
Bailey McCann, Opalesque New York:
Leaders in economics and alternative investments have gathered in Carlsbad, California for the Altegris Strategic Investment Conference. Now in its tenth year, Altegris, a liquid alternatives firm, in partnership with Mauldin Economics brings together economist
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03. May. 2013 | Opalesque Exclusive: Steve Bulko of Lombard Odier Investment Managers says major move into equities is on the horizon [more]
Bailey McCann, Opalesque New York:
While the defensive rally into equities may be top of mind for some investors, Steve Bulko, Chief Investment Officer of Lombard Odier Investment Managers’ 1798 Fundamental Strategies Fund, says a much larger move into equities looms on the horizon. Bulko is th
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02. May. 2013 | Opalesque Exclusive: London Hedge Fund 36 South Launches New ERISA Fund [more]
Bailey McCann, Opalesque New York:
36 South, a London-based hedge fund specializing in volatility investing, is launching a new product as a result of demand from US institutional investors. According to Anthony Limbrick, Principal and Portfolio
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30. Apr. 2013 | Opalesque Exclusive: KB director urges new hedge funds to offer unique alpha proposition [more]
By Beverly Chandler, Opalesque London:
Life is busy for Phillip Chapple, Executive Director with KB Associates UK who has already seen 59 potential hedge fund launches so far this year, even though he deems only eight are viable a
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30. Apr. 2013 | Opalesque Exclusive: ArbitrOption up almost 39% YTD as event driven hedge fund strategy generally enjoys positive quarter [more]
Benedicte Gravrand, Opalesque Geneva:
A small U.S.-based event driven fund outperformed its peers this quarter, just as the event driven strategy generally enjoyed a positive first quarter. Furthermore, many agree that the outlook for this strategy this year is bullish.
ArbitrOption's e
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29. Apr. 2013 | Opalesque Radio: Deborah Fuhr on the drivers that push investors to embrace ETFs [more]
Benedicte Gravrand, Opalesque Geneva:
Global assets invested in Exchange Traded Funds (ETFs) and Exchange Traded Products (ETPs) hit an all-time high of nearly $2 trillion ($1.95tln) at the
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29. Apr. 2013 | Opalesque Exclusive: Hedge fund Agilith North American Diversified Fund ends Q1-13 up 11.4% on strong markets [more]
From Precy Dumlao, Opalesque Asia – Toronto, Canada-based Agilith North American Diversified Fund which is managed by Agilith Capital, ended the first quarter of the year up 11.4% (+1.1% in March) on strong market equities.
In its monthly re
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29. Apr. 2013 | Opalesque Exclusive: Lyxor expects hedge funds to generate positive returns for the rest of the year: hedge fund news, Week 17 [more]
In the week ending April 26, 2013, Lyxor Research predicted that risk assets were set to generate positive returns for the rest of 2013, driven by a slowly expanding
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26. Apr. 2013 | Opalesque Exclusive: The 'young guns’ of the Asian hedge funds, 'Do it once, Do it good’ and stay positive (Part 2) [more]
From Komfie Manalo, Opalesque Asia:
Opalesque interviewed three so-called "young guns" of Asia, hedge fund professionals under the age of 25. They share their outlook for the region, and tell Opalesque how they started in the business, about the people who influenced them in pursuing a
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26. Apr. 2013 | Opalesque Exclusive: 'Alternative Alternatives' investment funds up 0.07% in March (+0.14% in Q1) [more]
Florian Guldner, Opalesque Research:
'Alternative Alternatives' investment funds performed flat both in March and the first quarter this year, according to an estimation based on 622 single- and multi-manager funds currently listed in 25 categories in the Opalesque Solutions A SQUARE
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25. Apr. 2013 | Opalesque Exclusive: The 'young guns’ of the Asian hedge funds space (Part 1) [more]
From Komfie Manalo, Opalesque Asia:
Despite seeing outflows of capital in 2013, optimism in Asian hedge funds has returned, according to Singapore-based hedge fund consultant GFIA, as the region remains a place of opportunities for investors (
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25. Apr. 2013 | Opalesque TV: Mutual fund turned hedge fund manager, Robert Sanborn calls fixed income securities 'the mother of all bubbles’ [more]
Bailey McCann, Opalesque New York:
In the new era of hedge fund managers embracing the mutual fund, you don’t often hear about a manager going the other way, but that’s just what Robert Sanborn did. Until 2000, Sanborn managed the Oakmark Fund a mutual fund based in Chicago. Now, he manages S
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24. Apr. 2013 | Opalesque Exclusive: Abenomics and its effect on the Japanese equity market hits all the right notes for ING Investment Management [more]
By Beverly Chandler, Opalesque London:
Patrick Moonen, Senior Equity Strategist at ING Investment Management reports that the Japanese equity market is one of the firm’s most preferred markets. "Japan now has the best chance in more th
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23. Apr. 2013 | Opalesque Exclusive: LNG’s 'small and nimble’ European credit fund achieves high teens performance [more]
By Beverly Chandler, Opalesque London:
LNG Capital’s managing partner and chief investment officer Louis Gargour is something of a hedge fund industry veteran in the credit and fixed income space having merged his Taurus Investment Management
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23. Apr. 2013 | Opalesque Exclusive: Emerging manager hedge funds and CTAs gain 0.66% in March (+2.51% in Q1) [more]
Florian Guldner, Opalesque Research:
Emerging manager hedge funds and managed futures funds made small profits in March, according to an estimation based on the data of 234 funds listed in Opalesque Solutions' Emanagers database (Source
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