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[26Sep07] White Oaks Strategic Fund Dynamic portfolio allocations between ABL, ABS and RLS
[16Apr09] Asset based lending strategy insights from an allocator’s perspective A well diversified asset based lending portfolio should be able to return 12-15% with very healthy levels of collateral ensuring minimal losses.
[12Mar09] "Recession proof, but not depression proof“ Exclusive market intelligence on how asset based investment strategies are currently faring and where the opportunities could be
[07Oct08] Insights on ABL strategies - is performance holding up? In most cases even within a geographic region each investment will rise or fall on its own merits. The biggest correlation is on any equity component that may be part of an ABL deal.
[22Apr08] Asset Based Lending Fund of Funds In its simplest form, the lender takes a first priority security interest in the collateral being financed
[08Apr08] The status quo & up-coming investment opportunities in asset based lending The opportunities are re-surfacing in the same asset based lending spaces, but it is the growth in the number of potential borrowers that has increased substantially.
[06Nov07] An asset based lending FoF Access to a portfolio that invests in managers dedicated to collateralised, direct lending
[29Aug07] Mont Blanc Select Offers access to a robust, diversified portfolio of non-correlated investments - primarily in the asset based lending (ABL) and highly collateralised asset space
[29Aug07] Expertise on Asset Based Lending with Santo Volpe - II How robust are ABL investments under the present market conditions
[25Apr07] CypressTree Leveraged Alternative Income Fund Have little interest rate risk, low correlation to most asset classes, low volatility
[13Feb07] Santo Volpe Q & A Elaborates on what it means to be a niche player in the context of Asset Based Lending
[20Jun07] "Manna" Would you say “traditional” investments trade in increasingly efficient markets (diminishing risk premia) vs. alternatives (majority are still inefficient – and offer risk premia).
[16Jan08] Asset based lending/financing FoF Aims to pursue an “asset based-lending/ investing” pure play strategy
[13Jun07] Systematic Absolute Return’s Survey Findings ABL was preferred amongst the asset finance strategies. It was followed by PIPEs, ABS and ABI. At the tail end of the sample were CDO’s and MBS.
[05Feb10] A SQUARE: Asset backed lending in the small business space of the Americas J. Pablo Mariño, CEO Savile Finance Group, explains the firm's investment strategy
[16Nov12] A SQUARE 16 Nov 2011 Investing in regional aircraft
[29Sep08] Expertise on aviation leasing Strong coupons / strong IRRs (20%+) for robust asset backed financing
[29Nov07] Investor participation in Aviation Leasing Over the last 30 years the aircraft operating lease industry has evolved from a few players, that each owned a handful of assets, to a sophisticated multi-trillion dollar industry with scores of credible players.
[31Jul07] Aircraft Leasing To accrue operating and cost efficiencies, many airlines acquire new aircraft through leasing as opposed to making and bearing the burden of a direct purchase
[25Jul08] Separating banking functions from risk-taking activities If you can figure a way to rid the US of the Federal Deposit Insurance Corporation (FDIC) and the moral hazard it creates you will have solved the periodic Banking crisis that occurs
[12Jun08] A fund that invests in niche community banks "Commercial banks have historically experienced low default rates, with an average of 0.34% per annum measured ..."
[28Oct08] "What causes prices to be wrong?" It could be either a specific feature of investor psychology, or it could be some sort of institutional effect.
[11Dec08] A behavioural finance fund Statistical analysis is used to determine whether recent price action is consistent with investor or speculative market participants
[05Jun08] Neural Network Investing Can human beings ever trade like systematic, emotion-free, systems?
[03Oct07] Exploring the cultural impact on investing ... expertise with Mei Wang An interesting reflection of this behaviour can be observed in choosing health insurances. Together with Paul Fishbeck (Carnegie Mellon University), I found that framing has a bearing and influences health insurance decisions of Chinese subjects, but not
[26Sep07] JP Morgan Undiscovered Managers Behavioral Growth Fund (Institutional Class) Exploiting the mental mistakes investors make - (that may cause the market to underreact to new, positive information concerning a company)
[10May07] Osiris Equities EMU Behavioural Value The fund is unique because it has managed to apply and convert behavioural finance concepts into behavioural investing
[27Mar07] Expertise on investing in "falling knives" Björn Englund shares his experiences on catching “ falling knives” (investing in out of favour S&P stocks) using behavioural finance insights
[13Feb07] LGT Equity Funds Global Sector Trends A fund that uses a behavioural finance approach in portfolio allocation
Bailey McCann, Opalesque New York: Dutch pensions have a history of being creative when it comes to funding models. They were one of the first pension systems to move into alternatives, but recently some funds have decided to pull back citing fees and complexity. According to delegates at the rec
Komfie Manalo, Opalesque Asia: Hedge funds started the fourth quarter on a strong footing, reversing
the previous market downturn with the Lyxor Hedge Fund Index up 1.1% as
of end Oct. 6 (-0.7% YTD). Event-driven outperformed, up 2.2% (-4.2%
YTD), and CTAs underperformed (- 1.9%), extrapolatin
Bailey McCann, Opalesque New York: The Wall Street Journal is reporting that Fortress will close its flagship macro hedge fund following two years of losses. That fund's man
Komfie Manalo, Opalesque Asia: U.S.-focused hedge funds reported double-digit declines, their sharpest
fall since the 2008 global financial crisis, as their favorite stocks
lost money amidst concern over the slowing Chinese economy, falling
energy prices and the anticipated rise in U.S. intere
Komfie Manalo, Opalesque Asia: Hedge funds Oaktree Capital Management and Brigade Capital Management
are engaged in a bidding war to gain control of bankrupt surfwear
retailer Quiksilver, reported
Opalesque Industry Update - DYNAMIC Capital Management Ltd., a diversified systematic asset manager based in Jersey
(Channel Islands) has expanded to London with the establishment of its wholly-owned
subsidiary, DYNAMIC Capital Management (UK) Ltd.
The office will be led by DYNAMIC’s founde
Opalesque Industry Update - Netage Solutions, Inc., a globally renown provider of
configurable, cloud-based asset management software for alternative fund managers and asset allocators, is
proud to announce the opening of Dynamo Software UK. Dynamo Software UK will continue Netage’s
Opalesque Industry Update - The gross return of the SS&C GlobeOp Hedge Fund Performance Index for September 2015 measured -1.56%. Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index declined 1.13% in October.
"SS&C GlobeOp's Capital Movement
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
At a hedge fund roundtable set up by Opalesque in the Netherlands, managers pointed out that the longer the investment horizon, the better investors
Benedicte Gravrand, Opalesque Geneva: Many are commenting on volatility these days. Mohamed El-Erian for example wrote about Wednesday’s gyrations of U.S. equity markets, and liste
Benedicte Gravrand, Opalesque Geneva: One of the principals of Ledger Petroleum speaks to Opalesque about their new oil and gas fund and about peak oil, shale oil and future sources of energy.
Ledger Petroleum, LLC, is a Texas-based priva
Benedicte Gravrand, Opalesque Geneva: In general, the longer the investment horizon, the better investors can deal with higher risk. But, the investment horizon becomes shorter for many investors if volatility and down markets continue, according to participants at the recent
Bailey McCann, Opalesque New York: South Africa-based investment advisory firm Novare has released its twelfth annual South African hedge fund survey. The findings cover the whole of the hedge fund industry in South Africa, looking at a range of topics from allocation trends to the impact of reg
In the week ending 02 October, 2015, Opalesque reported that self-directed IRAs represent billions of dollars in untapped capital for hedge funds; Aberdeen As
Benedicte Gravrand, Opalesque Geneva: Retirement accounts might not be the first source that comes to mind for those looking to raise funds, but they may represent billions of untapped capital.
Unlike traditional retirement accounts,
Benedicte Gravrand, Opalesque Geneva: While the Cayman Islands, the US and Hong Kong await the pan-European marketing passport to be extended to alternative investment fund
In the week ending 25 September, 2015, a study by HFR has found that hedge fund launches and liquidations fell through the first half of 2015 as finan
Bailey McCann, Opalesque New York: Gemini Fund Services a New York-based fund administration, accounting, and transfer agency, is making a big shift in how it manages its fund administration platform. Kevin Wolf, President at Gemini, announced that the firm would be changing from State Street'
Bailey McCann, Opalesque New York: Investors are looking more and more at structured products and private trusts in order to handcraft risk and return on investments, according to panelists at the NorthStar Summit. The summit brings together investors and advisors and is currently underway in Nas
In the week ending 18 September, 2015, hedge fund managers are divided in their market outlook. Some managers are bracing for a global recession by selling stocks and commo
Bailey McCann, Opalesque New York: Women-led investment funds continue to outperform funds led by men but are making little progress when it comes to fundraising, according to a new report from KPMG. The report, entitled:Breaking Away, The Path Forward for Women in Alternatives, found that
Bailey McCann, Opalesque New York: The U.S. Federal Reserve will leave interest rates unchanged citing recent global market turmoil, according to a statement following a meeting of the Federal Open Market Committee.
On the indicators the Fed is following to determine when to raise rates the
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
On September 15, 2015, the Office of Compliance Inspections and Examinations (OCIE) of the Securities and Exchange Commission (SEC) issued a Risk Alert announcing its second round of examinations of registered investment advisers and broker-dealers under its cybersecurity examinati
This article was authored by Simon Lack, founder of SL Advisors, LLC, a Registered Investment Advisor.
Everybody wants to know why the market just did what it did, and what its next likely move might be. Chinese equities don’t seem that impo
By: Andre Boreas, CEO Quadsight Partners
…the private equity fundraising market is still in a state of bifurcation. The largest, brand-name managers are receiving the majority of investor commitments, with smaller managers – particularly first-time funds – finding it difficult to raise
The soft trade barrier of the peculiar German tax compliance is de facto lifted. For the first time, international funds will de facto be granted a comparable competitive playing field with their German counterparts as the tax compliance complexity and its inherent cost for UCITS and AIF
By: Scott Price, Head of Business Development and Client Management for North America, Maitland
Ernst & Young’s latest glob
By Diego Lopez, global sovereign wealth funds director at PricewaterhouseCoopers (PWC). You can download the full report here.
The global economy has witnessed the emergence of a new set of key actor
By: Ken Griffin
Suddenly, everyone’s talking about liquidity. As the Federal Reserve steps back from an unprecedented period of monetary intervention, investors are rightfully focused on the possibility that, after years of relative calm, the U.S. could be in for a period of increased market vol
From Marketrealist.com: In the previous part of this series, we saw how institutional investors played Southwest Airlines (LUV) in 2Q15. Now let’s move on to the trades executed by key hedge funds in Southwest Airlines over the same period.
… Most of the hedge funds that had significant exposu
From Bloomberg.com: Inside Pacific Investment Management Co., the bond behemoth that lost two chief investment officers last year and saw almost $500 billion of client money leave, a hidden profit engine is easing some of the pain. For more than a decade, Newport Beach, California-based Pimco has qu
From Mondaq.com: The Deloitte/ArtTactic Art and Finance Report 2014 (the "Art and Finance Report") noted that the "global art investment fund market was estimated to be worth at least $1.26 billion in the first half of 2014." This seems almost inconsequential when juxtaposed with the $54 billion of
Komfie Manalo, Opalesque Asia: Bob Treue’s $679 million Barnegat Fund proved resilient after another month of market letdown as the hedge fund gained 2.2% last month, bringing its year-to-date gains to 2.8%.
Treue said in his monthly report to i
From Newsoftheweird.com: Five years after News of the Weird mentioned it, Japan's Love Plus virtual-girlfriend app is more popular than ever, serving a growing segment of the country's lonely males -- those beyond peak marital years and resigned to artificial "relationships." Love Plus models (Rinko
Featuring : Performance Chasing & Bad Timing: When Investors Fail.Founded in 2007, Lake Geneva Investment Partners (LGIP) is a FINMA registered asset manager in Geneva, managing $650m with a systematic investment approach. With 12 investment professionals, the company manages two funds (a fixed ...» Watch the video
Intermediate Term Trend: NegativeFriday's Close: $75.13 (- $.59 cents)UPDATE: It has been an extremely long time since the chart has depicted such a large spread between the weekly Moving Average Line and current price action.Certainly, this market can trade lower, but for the last two weeks we cautioned; traders need to be careful on selling into a current vacuum. Last week's price action was more than two dollars higher than the week before. Hardly a rally, but it's possibly the start of some stabilization in the price.