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[12Sep11] A SQUARE 12 Sep 2011 Industry analysts see demand for timber products shifting to emerging economies, offering opportunities for investors. The Africasia Sustainable Forestry Fund is active in this niche.
[14Mar11] A SQUARE 14 Mar 2011 Is now the time to invest in timberland?
[29May10] Why timber can be a favorable asset class for institutional investors Examining the advantages of timberland as an asset class
[02Apr09] A SQUARE Timber Special III "As prices fall, the focus will shift to timber inventory and other fundamentals like growth."
[20Nov08] A SQUARE Timber Special II " Biological growth, which is the biggest single driver of timberland investment returns, occurs independent of any factor relating to broader financial markets - and that component of the return, investors will earn regardless of entry point."
[29Feb08] A SQUARE Timber Special Timber Special
[13Jul12] Forestry investment Investor survey and a new fund launch
[18Jun09] Case Study Investing in Brazil Forest and other national legislation is equally applicable to foreigners and Brazilians
[21May09] Case Study: Investing in China Some regional governments have even proposed special preferential policies for foreign investors.
[16Apr09] "Go ahead - lower the discount rate, but be real with biological inputs"„ As prices fall, the focus will shift to timber inventory and other fundamentals like growth.
[05Feb09] Case Study: Timberland Investing in Panama Currently teak is the most prevalent specie being cultivated -
[04Nov08] In tact return drivers Investors have recently been willing to accept as low as 5% discount rates for timberland, but now expect rates of compensation to reach 8-9% returns p.a.
[05Sep08] US Tax Treatment of International Forestland Investment Are on-going gains from dispositions of standing timber to be considered a gain from a disposition of a US Real Property Interest in the first place?
[25Jul08] Niche Timber Investing: Teak There is a special issue related to teak sawnwood and its quality and price which investors should be aware of
[15Apr08] Trends in 2008 “Timberland ownership is still only a minute proportion of the total financial market asset base, but ownership is rapidly moving from regional to global; and transaction prices continue to defy gravity.” …
[07Feb08] Leading trends in timber investing Since industry divestitures are largely complete, most timber investment managers are now focusing on new and creative strategies for placing capital.
[13Dec07] A timber fund Pure play investment in Acacia mangium, a common plantation hard wood tree species
[06Nov07] Timber and Forestry ETF An exchange traded fund that provides sector specific, global equity based exposure to timber and forestry
[26Sep07] “Overseas” investment in timberlands - expertise Geographic diversification does not necessarily equal investment diversification. Investment in many countries does not mean timberland investments are diversified.
[07Aug07] Forest Legacy Investments, LLC Timberland property values in today’s marketplace often reflect a non-timber or higher and better use (HBU) component.
[17Jul07] Unusual, Short Term Investment "Option" Where hardwood timber investments are typically a medium to long-term investment, the Australian Timber Investment offers short-term investment options (as short as 12months), which can then be rolled over.
[23May07] Expertise on how forests can be managed to reap returns and still be conserved Forests are beginning to be managed for both timber production and conservation. In the process, suggests, that this selective approach to forest management can be equally profitable, while also increasing the biological integrity of the forest and allowi
[06Mar07] Thomas Adams Q & A Shares his insights on returns that can be expected, different investment structures and the changes investing in timber has seen
[30Jan07] Tim Corriero Q & A Tax benefits accrued could be an add on with this asset diversifier
[25Nov11] A SQUARE 25 Nov 2011 Summarizing the latest regulatory development in the trade finance sector and introducing the Barak Structured Trade Finance Fund
[04Nov08] Expertise from David Hu - Part II There is no doubt that there are many new, promising opportunities due to the credit crisis, particularly for trade finance and in select Latin American markets ...
[14Oct08] A Short- Term Trade Finance Fund Participant as a margin financier - in tandem with dedicated trade finance banks and established trading companies
[10Jan08] Expertise with David Hu For traders, producers and processors, firmer commodity prices have raised their requirement for additional working capital, something that is definitely transpiring through our pipeline of deals
[03Oct07] Growth Premier Fund IC The fund invests in short-term trade-related and other financing transactions, and in mis-priced, poorly-understood and/or highly structured financial assets in emerging economies
[14Aug07] Rosemount Global Trade Finance Fund Trade finance - deals originated in the more developed, stable emerging global economies with the portfolios current accent being Eastern Europe and Latin America
Komfie Manalo, Opalesque Asia: The creation of Cayman Enterprise City is what separates the Cayman Islands away from the "competition," stated Peter Huber, the Global Head of Fiduciary Services at Maples Fund Services and a member of the Executiv
Komfie Manalo, Opalesque Asia: Doug Dillard and Raj Venkatesan have announced they are shutting down their stock-focused hedge fund firm Standard Pacific Capital as a result of declining profits, reported
By: IMD Professor Nuno Fernandes on worldwide market turmoil
The recent steep slides on global stock markets have been a long time in the making. As early as two years ago, it was becoming obvious that in addition to the contraction of global demand, as well as the general increase in the relati
Komfie Manalo, Opalesque Asia: The institutionalization of the alternative investments space has its pros and cons but it has made more it more difficult for smaller startup managers, said Peter Huber, the Global Head of Fiduciary Services at Maples
Komfie Manalo, Opalesque Asia: The Board of Directors of Swiss alternative investment firm ALTIN AG has called for an Extraordinary General Meeting (EGM) on March 16 on the insistence of two of its main shareholders to discuss the replacement of thr
Komfie Manalo, Opalesque Asia: Cayman’s proposed EU Connect Funds are an exciting development for the hedge fund industry, as this would enable funds to passport across the European Union, said Jason Allison, a partner in the investment funds group at
Komfie Manalo, Opalesque Asia: According to delegates at the latest Opalesque Cayman Roundtable, large hedge fund managers in the US have started to limit access to company computer systems from mobile devices, in a move to strengthen cybersecurity. The move highlights the level of cyber threats
Bailey McCann, Opalesque New York: Cayman regulators are considering changes to the LLC laws there, and that could lead to an increase in the number of governance committees, according to delegates at the recent Opalesque Cayman Roundtable. Updates to the LLC laws follow an earlier update to the
Komfie Manalo, Opalesque Asia: Singapore-based fund management firm APS Asset Management saw its APS Japan Alpha Fund gain +10.56% (gross) in 4Q 2015, outperforming the benchmark by 3.05 percentage points. TOPIX Net Index’s returned 7.51% during the
In the week ending 29 January, 2016, AIMA reported that hedge funds outperformed stocks and bonds on a risk-adjusted basis last year; a study by Beachhead Capi
Komfie Manalo, Opalesque Asia: Start-up managers in Hong Kong are setting up an offshore hedge fund before even thinking about UCITS to reach the European market, according to Karen Watson, Global Head of Fund Operations at Maples Fund Services.
Komfie Manalo, Opalesque Asia: Sunshine funds in China are booming but there is no real structure around them, said Steve Bernstein, CEO of SinoPac Solutions and Services, a part of SinoPac Holding during the latest Opa
Komfie Manalo, Opalesque Asia: South Africa’s equity-centric hedge funds posted double-digit gains last year outperforming most of their Western peers which sustained heavy losses under extreme market conditions. Peregrine’s Total Equity Hedge Fund gained 19.94% last year and survived December up
Bailey McCann, Opalesque New York: 2015 was a rough year for a lot of hedge fund managers, but it was especially bad for Bill Ackman's Pershing Square. Ackman included in his most recent investor letter an apology to investors for the poor performance. "2015 is a year we will not forget," he
Komfie Manalo, Opalesque Asia: "The planned hedge fund parks in Shanghai, and also in Pudong and Hangzhou have received a warm welcome from both local and foreign investors," says Kenny Li, CEO of Sino-Foreign joint venture firm Quattro Quant, during the latest
Komfie Manalo, Opalesque Asia: One way to bring international money to China is for the country to adopt international regulatory standards, said Kenny Li, CEO of Sino-Foreign joint venture firm Quattro Quant, during the latest
Komfie Manalo, Opalesque Asia: New York-based hedge fund firm Gondor Capital Management has reported that its two funds, the domestic Gondor Partners LP was up +12.18% and the offshore fund Gondor Funds LTD was up +10.61% outclassing the HFRX Equity
By: David Frank, CFA
CEO & Managing Partner at Stonehaven, LLC
Over Stonehaven’s 15 year history we have witnessed and played a role in many shifting dynamics across the alternative investment industry. We are well-positioned in the marketplace to see trends with a 26 person platform repres
By IMD Professor Nuno Fernandes
As Game of Thrones fans know, "winter is coming" in the new episodes slated for 2016, and with it a season of uncertainty. The outlook for the show’s Seven Kingdoms of Westeros is very similar to that of the current world economy and a lot of big questions remain
By Stan Altshuller, Novus
While there is little doubt that 2015 was a challenging year for many hedge funds, there were a few bright spots where managers were able to capture value and add alpha. In short, what worked in 2015 were stocks in the mega-cap space that were responsible for the majori
Jerome Lussan CEO of Laven Partners participated on a panel alongside Janaya Moscony (President of SEC3/CCO3 Compliance Services), Barry Champney (CCO at Vanderbilt Securities), Michael Isaac (CCO at Stadion Money Management) and moderator David Nash (Vice-President of Compliance Science) on the man
By: Carne Group
The issue of a lack of female directors on corporate boards has risen up the regulatory and political agenda recently, and managers of public money in particular are focusing on the issue of diversity on fund boards. A recent article published by FT Ignites has pointed out that w
By Bruce Frumerman.
How long is the selling cycle now? That’s a question my financial communications and sales marketing consulting firm has been asked on a regular basis by hedge fund firm owners and sales people, ever since we opened the doors to our firm in 1987 pre-crash.
This article was written by Carne, an international specialist in the provision of independent governance services and European management company solutions to the global asset management industry.
A recent SEC action has highlighted how concerned regulators have become about data intru
This article was authored by Laven Partners, a provider of compliance, due diligence and operations services based in London.
The collapse of the financial sector in 2008, its aftermath and resulting enquires into the notoriously bad
From Bloomberg.com: Even when a hedge fund has an awful year, which was the case for David Einhorn's Greenlight Capital, there are lessons to be learned. Many funds would have had a tough time surviving a year like Einhorn experienced in 2015, when all the stars seemed to align against him and Green
Hedge fund founder wins early release in U.S. insider trading case
From Reuters/Streetinsider.com: Former hedge fund manager Doug Whitman on Tuesday won a reprieve from serving the remainder of his two-year sentence for insider trading after several judges expressed skepticism that his 2
From Thestreetinsider.com: Greenlight Capital hedge fund manger David Einhorn took his lumps in 2015. The fund lost over 20 percent on the year amid bets gone bad being long a plunging SunEdison and short a couple high-flying FANG stocks. However, today Einhorn is again showing his stock picking pro
Avenue Capital's Marc Lasry: We like European bank loans
From CNBC.com: European banks are under immense pressure, but at least one prominent hedge fund has found what it thinks is a good opportunity in the wreckage. Marc Lasry, co-founder and chief executive of hedge fund Avenue Capital
Komfie Manalo, Opalesque Asia: Commodity trading advisers (CTAs) that use computer programs to guide how they trade, made millions of dollars during last month’s market selloff on the back of declining oil prices and global equities and big moves in currencies.
Featuring : Better returns, better investor relationships, better process: New position-sizing solution shaking up the industry.Sherpa Funds Technology has recently launched Optimal Risk Sizing (ORS). It is shaking up the investment management industry with the patented pre-trade analytics tool, which helps portfolio managers best monetize their asset sele...» Watch the video
Near Term Trend: PositiveFriday's Close: 4,224.99 (+ 14)UPDATE: Resistance at the August / Sept 2000 timeframe, near the 4100 region held for eight weeks up until three weeks ago. Following the dip to 3,697.00, the market rallied to a new multi- year high this past week (the slope of the 21- day (blue) M.A. Line has turned positive. A daily close below 4105.00 would be a settlement below the price gap from five days ago. I would use that pivot as the time to sell- not before.