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[20Feb08] A currency linked arbitrage fund Fund attempts to identify inefficiencies - arbitrage opportunities - linked with the trading globally, the 10 main currencies (spot, forwards)
[05Dec07] An Asian Currency Fund Expertise in trading Asian currencies: (24.33% YTD as of 29.11) - the strategy has been run as a managed account since Feb.06
[14Aug07] Expertise on unwinding of the JPY carry trade The fundamentals of the carry trade are to borrow in a low yielding currency and to lend in a higher yielding currency
[20Jun07] DWS Forex Strategy Fund exploits exchange-rate volatility around the world via transactions in currency forwards and options combined with long and short positions in more than 30 currencies that are balanced in size
[07Oct08] Hard asset based - land; dairy, cattle arable farming fund Ownership of land in combination with farming
[24Jul07] iPath EUR/USD Exchange Rate ETN Issued by Barclays Bank PLC, it is a senior, unsecured, unsubordinated debt note whose return is linked to the performance of the “EUR/USD exchange rate” or “Index”
[07May08] Replicating the market-to-market price of all derivative instruments The aim is to achieve transparency in derivatives real time pricing
[04Jun09] A fund that specialises in privately originated asset based loans or investments Portfolio has been structured so no forced sales are needed to meet redemptions
[14May09] Privately-negotiated funding transactions for s&m-cap publicly traded companies ... fund has been involved in over 220 privately-negotiated financing transactions
[23May07] Expertise on electricity, water and weather related investing Investments in these markets are still considered "exotic" for the great majority of investors. It is not, of course, that the underlying physical manifestation of any of these markets is exotic - in fact, they are all quite ordinary. It is that
[22Apr08] Endowment Model - interpretation, implementation The endowment model has always been in place - because in its purest form it is truly just asset allocation
[04Aug10] A SQUARE 04 Aug 2010 A financial product: Alternative energy and oil
[14May09] Energy futures trading fund Expertise, know how, insights on how weather sensitivity affects energy supply and demand
[24Oct07] Inefficiency specialist Inefficiencies can take various forms but investors usually uncover them by thoroughly investigating...
[19Feb09] Cinematic Content Ownership Sustaining performance is easy because the world of content is limited only by imagination.
[24Jun11] A SQUARE 24 Jun 2011 Presenting three funds investing in the pro-sports area
[29Jul11] Film Financing: The MovieArb Equity Strategy Presenting a fund investing in film productions with virtually no correlation to equities.
[13Nov08] An asset based lending and investment fund - entertainment focus YTD return until 30 Sept.’08 of +9.44%
[05Jun08] Niche Entertainment Financing Niche entertainment financing has traditionally been the realm of pvt investors but with a marked increase in the output of top quality HD-film projects & the avalanche of capital into alternative investments, there are investment opportunities
[07Feb08] Softer - "intellectual property" - expertise on entertainment investing Generally, softer (intellectual property) based collateral. Also hard collateral in the form of tax credits and pre-sales of territory rights for geographic regions - both of which can be discounted
[16Jan08] Expertise on newer, innovative investment opportunities within the entertainment space Currently investors looking for alternatives to buying the stock of entertainment, media, companies have the option of investing in film based hedge funds, private equity ventures, music copyright libraries, vcts
[10May07] Expertise on investing in entertainment backed assets The benefits of investing in an entertainment fund are high yields with low volatility and low correlation to other asset classes
[27Feb07] Aramid Entertainment Fund A fund involved in asset based lending to digital media - principally film & TV production markets
[07Aug07] Attunga Enviro Opportunities Fund Fund invests and trades derivative products affected by, or those that influence environmental outcomes
[07Feb08] Environment Fund Socially responsible investing is estimated at having USD 4trillion, assets under management
[08Jul11] A SQUARE 08 Jul 2011 Featuring a report on climate change risks and a fund seeking investment opportunities in the environmental investment space
[15Jan10] A SQUARE: Greentech investments Where is greentech heading in 2010?
[03Jun11] Cleantech investment trends Preqin's 2011 cleantech private equity report
[30Apr09] A fund that specialises in trading carbon emissions, power, energy complex Environmental” Trading: 60% (carbon emissions, investing in forests, green equity trading)
[21Jan11] A SQUARE 21 Jan 2011 ETF update:
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
Komfie Manalo, Opalesque Asia: Hedge funds fell in the third quarter as market conditions remain challenging, but still outperformed the S&P 500. The Lyxor Hedge Fund index was down 3.6% during Q3 while the S&P 500 fell 8.2%. According to Lyxor, "hedge funds were quite resilient in Q3. Falling en
Komfie Manalo, Opalesque Asia: Boston-Massachusetts-based Bain Capital is shutting down its $2.2bn Absolute Return Capital hedge fund, which invests in fixed income, equity and commodity markets, after three consecutive years of losses, variou
Komfie Manalo, Opalesque Asia: The LuxHedge Global UCITS Index fell by
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
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
Matthias Knab, Opalesque for New Managers: I have known Erik Serrano Berntsen and John Thompson, who teamed up to form the London-based hedge fund seeding firm Stable Asset Management, probably for a decade, so I wa
Benedicte Gravrand, Opalesque Geneva: John Melsom, CIO of the Omni Event Fund, an event driven hedge fund that focuses on hard catalyst events, reviews the current M&A scene.
M&A scene remains active
A rise in the number of transformational deals of $10 billion-plus in value and
Bailey McCann, Opalesque New York: UK-based Aberdeen Asset Managment will acquire Advance Emerging Capital based in London. AEC specialist investment manager with nearly two decades of experience managing portfolios of primarily closed end, but also open end, fund-of-fund vehicles.
In the week ending 11 September 2015, Researchers at City University London found that smaller funds hold up better than their much larger counterparts when the world is going ha
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
By: John Araneo, Counsel, Sadis and Goldberg, LLP
The New York State conviction against Sergey Aleynikov, the former Goldman Sachs
employee charged with stealing its high-speed trading program, has, like the federal conviction before it, been overturned.
The recent ruling by the New York St
Komfie Manalo, Opalesque Asia: U.S.-focused hedge funds are preparing for their worst year since the 2008 global financial crisis, following a series of letdown including the market sell-off in August and the sell-off in healthcare and biotechnology sectors last month, reported
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
Komfie Manalo, Opalesque Asia: DoubleLine Capital co-founder Jeffrey Gundlach is painting a bleak future as he warned that the U.S. equity market and other risk markets, such as high-yield "junk" bonds, are facing another round of selling pressure.
Gundlach said in an interview with
From Gulfnews.com: The hedge fund strategy that has attracted the most money this year is on course to cause some of the biggest losses for investors, in the latest example of the dangers of going with the crowd. Institutions and individuals have piled an estimated $20 billion (Dh73 billion) into ma
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
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.