Bailey McCann, Opalesque New York: If you travel to New York to meet with alternative investment managers, most of the time you'll visit lofty buildings in Midtown Manhattan, far away from the trading floors that once defined Wall Street's physical presence. That's not the case with N
Matthias Knab, Opalesque: Richard Turnill, Global Chief Investment Strategist, BlackRock, writes on Harvest Exchange:
Technological disruption is sweepi
Bailey McCann, Opalesque New York: Alternative fund administrators responding to eVestment's 2017 Alternative Fund Administration survey, released today, reported assets under administration increased to US $7.64 trillion, up 14.15 percent from the prior year.
Highlighting the continued gro
A growing stream of thinking in microeconomics is the concept of "winner-take-all" dynamics. The idea seems simple. A combination of networking economics and classic economies of scale creates situations where there are just a few dominant firms or economic agents who are able to capture significant
By: Richard H. Baker
Even in times of pressure, research shows that investors particularly institutional investors such as pensions, foundations and endowments continue to use hedge funds as tools to help meet their unique financial and risk management needs.
This is especially true in the
From Christen Thomson, Citigate Dewe Rogerson: Reading some of the mainstream financial press, you would be forgiven for thinking that the hedge fund business model is dead. One august news organisation headlined one particularly gloomy story, "The Golden Era of Hedge Funds Draws to a Close With
By Alex Gavrish, Etalon Investment Research .
Alex Gavrish explains why best investments are just like good stories or movies: with three-part structure, important turning points, intrigue, drama, and surprises.
Over past few year
John Huber from Saber Capital Management writes on Harvest Exchange:
Buffett talks a lot about the concept he calls the "institutional imperative". In his 1
By: Thomas Walek
President-elect Donald Trump's precedent-shattering approach to press relations has set a new tone in the media.
Executives and business leaders from all industry sectors who sit for interviews should know that they will now face a more aggressive "and defensive&quo
Ryan Morris, President at Meson Capital Partners, writes on Harvest Exchange:
The term activist investor is by no means a uniform character, there are as many
This article was authored by Alex Gavrish, founder and CEO of Etalon Investment Research, and author of "Story Investing" .
Hedge Fund Tales
Zurich / New York, December 5, 2016 – Jon Jonsson, Senior Portfolio Manager Global Fixed Income at Neuberger Berman
Our first thoughts on the Italian referendum result.
The decision by the Italian electorate to vote No in yesterday’s referendum on constitutional reform has numer
Benedicte Gravrand, Opalesque Geneva for New Managers: Dr. Richard Bateson, quant fund manager and physicist, has recently
From Forbes.com: When William Ackman's ailing hedge fund Pershing Square Capital Management bet $1 billion on shares in Chipotle Mexican Grill beginning in July 2016, the stakes couldn't have been higher. Pershing Square was reeling from what would eventually be a near $4 billion loss in drugmaker V
Komfie Manalo, Opalesque Asia: Vincent Au, portfolio manager of New York-based hedge fund firm Gondor Capital Management believes that the remaining of the year would be challenging for the financial markets even as his two hedge funds maintain
Following Colmore's successful launch in January 2017, the firm has announced the launch of FAIR.. FAIR is designed to help private equity investors independently validate fees and incentives charged by underlying managers, saving time and providing an extra level of comfort.
There is a glob
From Reuters.com: U.S. hedge fund managers began warming to President Donald Trump soon after his surprise election ignited a powerful stock market rally. Now, his dramatic tax cut plans give them even more reasons to cheer. Trump, looking to make good on pledges for sweeping tax reform, on Wednesda
Featuring : BBL Commodities: 2017 Opportunities in Crude Oil, Refined Products and Natural Gas.Jonathan Goldberg is the Founder and Chief Investment Officer of BBL Commodities LP, an investment manager which employs a fundamental, discretionary relative value strategy focused on the petroleum complex and natural gas. Jon ha...» Watch the video
Near Term Trend: PositiveWednesday’s Close: 125’220 Yield: 2.29%UPDATE: We called the top in Yields 19 weeks ago (at roughly the 2.50%- 2.55% region), and for 95% of that time Yields have remained at or below that region.
Near Term Trend: Positive
Wednesday’s Close: 125’220 Yield: 2.29%
UPDATE: We called the top in Yields 19 weeks ago (at roughly the 2.50%- 2.55% region), and for 95% of that time Yields have remained at or below that region.