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[23Jan07] IIG Trade Opportunities Fund NV
[23Jul09] Asian Focus Identifies opportunities across the entire supply chain from origination to destination
[31Aug10] A SQUARE 31 Aug 2010 Shipping update
[21Dec09] A SQUARE: Investing in shipping The state of the shipping industry and portfolio diversification with shipping stocks
[29Aug07] Rail car led investing To accrue operating and cost efficiencies, rail car operators increasingly prefer to lease rail cars
[18Apr07] Octave Transportation Fund Blends expertise in asset securitisation and the transportation sector to deliver steady returns
[22May08] Market value, Leverage, LIBOR Since banks occupy a privileged position in the capital markets (they get to turn over the various national money supplies), knowing their costs is very valuable information.
[12Mar08] Option Volatility Strategy The strategy captures the excess premium between implied and realised volatility on the S&P 500 index using a butterfly unit
[20Feb08] Benchmark index for the volatility trading space Facilitate performance comparisons between volatility traders, and other alternative investment strategies
[19Sep07] Solaris Opportunity Fund Access to hedged option trades primarily using butterfly spreads and volatility spreads
[05Sep07] "Volatility can make your P&L smile" Most prudent traders will always be long “the wings” and long “teenies” which means having long positions in far out of the money options that are nearly worthless but can be become very valuable once markets start to become erratic.
[20Jun07] Expertise on volatility Mean reversion is driven by pain and pleasure rather than greed and fear
[20Mar07] Da Vinci Fund The fund generates performance from volatility as an asset class
[28Oct08] A smile volatility fund Designed to offer portfolio protection in market environments such as these ...
[21May09] A fund that holds warrants (issued in PIPE deals) Steadily increasing size of deals indicate a demand for PIPE transactions
[15Apr11] A SQUARE 15 Apr 2011 Water-related investment risk
[07Sep09] A SQUARE: The state of the water industry 2009 How has the water industry developed recently and what are the opportunities and risks for investors?
[07May09] An opportunity to invest in water Invests in global water opportunities, across the water value chain
[16Jan09] Supplies are finite In 1995 - 400 million lived in countries with water stress - by 2025, the number is expected to rise to 4 billion - over half the world’s population
[10Jan08] Investing in water as an asset class We have neither an infrastructure nor a utility bias toward our water led allocation - rather we focus on “water as a core investment”
[12Sep07] The Water Fund Expertise and in-depth know how in water-led investing that spans all the sub-sectors
[01Apr08] Expertise on weather derivatives CME’s platform is really geared at larger standardised contracts and our platform is geared at customised contracts
[20Feb07] Cumulus Weather Fund Has the capability to trade - equities, commodities and weather derivatives – from a weather perspective
[25May12] A SQUARE 25 May 2012 Investment grade wine – Asset class analysis and fund performance
[13May10] The portfolio diversification benefits of fine wine in economic downturns Market update, empirical research and recent investment fund performances
[21Sep09] A SQUARE: Opportunities in a recovering wine market – Is now the time to invest? The current prices for fine wine might provide a big investment opportunity
[05Dec11] Empirical research on fine wine performance The macroeconomic factors determining wine price fluctuations
[29Aug11] Investing in fine wine funds Empirical analysis of fine wine auction prices and performance of wine investment vehicles
[09Apr09] Why is investing in wine suited to institutional investors? Research that suggests why investing in wine is something institutional investors might want to consider
[29Jan09] Why now is an opportune time to buy ... Despite doomsayers prophecies of free falling Grands Crus prices, these wine have held up rather well.
Komfie Manalo, Opalesque Asia: Investors need to be really confident that the large funds they are
invested with are able to continue to deliver reasonably high Sharpes
consistently in order to justify the high fees relative to the returns,
said David Beddington, founding partner of alternativ
Komfie Manalo, Opalesque Asia: Hedge funds displayed remarkable resilience in January with five out of the 11 strategies in the Lyxor Indices ending the month in positive territory, Lyxor Asset Management reported in its latest Alternative Investmen
Bailey McCann, Opalesque New York: The hedge fund industry produced an aggregate return of -2.22% to start the year, according to the latest performance data from eVestment. Declines were posted across both equity and credit strategies, as widespread market volatility hit nearly every geography
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
Benedicte Gravrand, Opalesque Geneva for New Managers: Acrospire Investment Management LLC, a spin-out from Rotella Capital Management (RCM), began trading as an independent entity from its new Chicago offices on 1s
Komfie Manalo, Opalesque Asia: Ian Hamilton, Founder & Group Chief Executive Officer of IDS Fund Services said that hedge fund managers should know their limits and choose to close a fund at the right time to new investors. They should not
Komfie Manalo, Opalesque Asia: "Old fashioned" funds of hedge funds still have a role to play in the
changing market because these portfolios allow managers to adapt their
exposure, said Bruno Wicki, who is representing the State Bank of
Benedicte Gravrand, Opalesque Geneva for New Managers: A hedge fund director provides her perspective on emerging hedge fund managers. She will happily work with those who have set themselves up for future growth, s
Komfie Manalo, Opalesque Asia: The volatile and uncertain market, particularly in an environment of zero inflation and risk of deflation, will make a six percent and seven percent yield to be the exception moving forward, said Ian Hamilton, Founder & Group Chief Executive Officer of
Bailey McCann, Opalesque New York: Chicago-based Madison Street Capital, an M&A advisor, has released its annual market outlook, and in it suggests that 2016 will be another strong year for hedge fund M&A. Since 2014, the number of hedge fund M&A deals has steadily increased. According to data in
Benedicte Gravrand, Opalesque Geneva for New Managers: Delegates at the recent Opalesque Caymans Roundtable, all service providers to t
In the week ending 05 February 2016 it was reported that quant hedge funds, who use mathematical models to bet across asset classes, raised a net $29bn last year, reversing a $16bn outflow in 2014. Meanwhile, a report by Barclays has found that recent trends in fees, liquidity and transparency sugge
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: 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
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 Nasdaq.com: Investor Kyle Bass stepped up his attack on China's currency, arguing in an investor letter distributed Wednesday that the second-largest economy's foreign reserves are "already below a critical level." The comments mark the latest effort by hedge funds and other investors to raise
Some hedge funds want to make subprime auto loans next big short
From Bloomberg.com: A group of hedge funds, convinced they have found the next Big Short, are looking to bet against bonds backed by subprime auto loans. Good luck finding a bank willing to do the trade.
From WSJ.com: The massive selloff in European bank stocks and bonds is overdone and presents a “phenomenal” buying opportunity, according to some of Europe’s top hedge-fund managers. Despite a 28% slump in European bank stocks this year, including a 38% fall in Deutsche Bank AG and a 34% drop in Soc
Carlyle accused of fraud by ex-employee
From AI-CIO.com: A former portfolio manager claims he was fired for blowing the whistle on “crazy” and “irresponsible” investments. Carlyle Group has been sued by a former portfolio manager for one of its hedge funds, who accused the firm of “knowi
From Valuewalk.com: …Institutional investors are increasingly turning to illiquid assets and active management strategies to combat macroeconomic trends, anticipated market volatility and diverging monetary policy, according to a new survey by Blackrock. And this week, Bloomberg has reported that at
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Near Term Trend: NeutralMonday's Trade: 126'249 (+ 19.0) Yield: 2.32%UPDATE: When the SPX recovered, from its 10% correction, during the last four weeks; yields jumped (treasury price lower) nearly 50 basis points. Two weeks ago, as the December contract was trading 127'04, we highlighted, "Near term support is 126’00, but suspect". Subsequently, the contract dropped but has held above 126'00, even in light of SPX remaining bid. No Change: Sell rallies toward 127’08.