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[Full A SQUARE issue of the week] A SQUARE 31 Jul 2008
[Photography] Why institutions are increasingly being drawn to investing in art photography Art photograph prices continue to be driven by fundamentals as opposed to "hype"
[Climate Change] A Global Climate Change Fund Unconstrained, opportunistic, concentrated, high conviction, ‘best ideas’ portfolio comprises of 50-80 stocks (normal scenario)
[Insurance] A Diversified CAT Bond Fund An early participant in cat bond investing - experience and expertise
[Full A SQUARE issue of the week] A SQUARE 25 Jul 2008
[Banking] 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
[Clean energy, Water, Infrastructure, Natural resources] Theme Investing How can you relate and integrate concepts from other disciplines (randomly occurring phenomenon) to create filters, that condition the outcomes of a model to run a fund?
[Timberland] Niche Timber Investing: Teak There is a special issue related to teak sawnwood and its quality and price which investors should be aware of
[Commodity] Why hasn't the price of pulp risen as rapidly as some other commodities? Prospects of investing in pulp
[Full A SQUARE issue of the week] A SQUARE 17 Jul 2008
[Litigation Led Investing] A new paradigm for law firm capital that enables law firms to spread risk, smooth cash flows Over the next five years, we believe investment in claims will become relatively commonplace.
[Asset Based Investing] A pure asset based lending fund on funds Portfolio of pure asset-based lending and insurance linked hedge funds
[Carbon Credits] A fund that deploys capital to develop portfolio environmental and renewable energy assets One of the largest buyers of carbon compliance instruments created by projects
[Insurance] New risks being considered for securitisation & more ... Some players in the industry are also exploring the potential securitisation of casualty risks – specific classes of liability exposure.
[Pari Mutual Betting] Think Out Of The Box ..."To be fair there are millions of people who consider any “investment” in legitimate securities markets a form of gambling." ...
[Pension Model] Transformation: from conservative, traditional only portfolio allocating to one that includes "non traditional assets" "We use „quantitative“ models for strategic asset allocation - this is conducted in the context of an asset liability management study that enables us to build and review different optimisation measures. However, ..."
[Convertible Instruments] A fund that invests in convertible instruments Core to this philosophy is a belief that it is possible to structure an investment in a public company that will forsake some of the upside in exchange for having downside protection.
[Banking] 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 ..."
In the week ending 23 January, 2015, in the ongoing Swiss franc saga, Marko Dimitrijevic said he was closing his largest hedge fund, the Everest Global Fu
Komfie Manalo, Opalesque Asia: A group of hedge funds and international strategic investors are negotiating with Uber to infuse at least $600m into the app-based transportation network and taxi company headquartered in San Francisco, California, which operates 54 countries, said
Komfie Manalo, Opalesque Asia: United State prosecutors, led by Manhattan U.S. Attorney Preet Bharara, asked the 2nd U.S. Circuit Court of Appeals to reconsider its landmark ruling when it reverses the insider trading conviction of hedge fund managers Todd Newman and Anthony Chiasson, said
Komfie Manalo, Opalesque Asia: Convicted hedge fund manager Francisco Illarramendi faces sentencing this week after pleading guilty to running a Connecticut-based fraud scheme several years ago, said
Benedicte Gravrand, Opalesque Geneva for New Managers: After working at Citi's proprietary trading desk, managing a large portfolio between 2008 and 2011,
Joel S. Salomon founded SalauMor Management in New York
This white paper was authored by FundCalcs, an independent software provider based in Dublin, and Global Perspectives, an Irish consulting and research firm. It examines the trends si
Benedicte Gravrand, Opalesque Geneva for New Managers: Warren Ashenmil, who was responsible for the commercial real estate portfolio at hedge fund Tricadia Capital, including CMBS and direct CRE debt and equity inve
Benedicte Gravrand, Opalesque Geneva for New Managers:
Small and new fund managers are struggling to survive in South Africa just as much as they are in other parts of the world. But according to some of the parti
Bailey McCann, Opalesque New York: Austria-based Qbasis Invest, a managed futures fund focused on trend following and an intraday strategy, ended the year in positive territory up +41.8%. Its Deutsche Bank certificate finished the year up +65.5%.
While its futures programs ended the year on a
Komfie Manalo, Opalesque Asia: The Swiss National Bank’s (SNB) decision to scrap the cap on the Swiss
franc (CHF) triggered a sharp movement on both local FX and equity
markets. The unexpected decision brings the currency not far from the
level where it stood when the SNB implemented the cap i
In the week ending 03 January, 2015, a study found that quite a hedge funds are beginning to think about and execute communication strategies. Irwin Latner told Opalesque
Bailey McCann, Opalesque New York: Europe's recent downturn could be the result of failing to understand the lessons already afforded by Japan's lost decades, according to delegates at the recent Opalesque Japan Ro
Benedicte Gravrand, Opalesque Geneva for New Managers: The climate for Japan-focused hedge funds is easier now, with more opportunities from a changed political environment, a stimulated financial market and new reg
Benedicte Gravrand, Opalesque Geneva: This is the second and last part of our interview with Irwin Latner, of law firm Pepper Hamilton LLP.
Part 1 is about the areas of confusion with
Benedicte Gravrand, Opalesque Geneva: A recent Peppercomm study on the changing hedge funds communications landscape
Bailey McCann, Opalesque New York: The Chicago-based National Futures Association, a self-regulatory body of the futures industry, finds itself in hot water over allegations of impropriety surrounding management's nominations for its public representatives.
The NFA board is meant to be a
In the week ending 09 January, 2015, Tim Ng predicted that the best-performing hedge funds for 2015 will be those that can take advantage of sharp market moves; Byron R. Wien predi
Benedicte Gravrand, Opalesque Geneva: EuroFin Asia Group is a global, independent merchant banking organization headquartered in Singapore that managers around $800m and engages in three activities: asset management, wealth management and priv
Bailey McCann, Opalesque New York: InvestX is the latest entrant into the crowdfunding space with a new platform for private equity deals. The InvestX platform will allow accredited retail investors access to private equity deals in established companies that have been sourced by a group of partn
Benedicte Gravrand, Opalesque Geneva: The Australian hedge fund industry has faced many challenges in terms of asset raising in the last few years. Participants at the recent Opalesque Australia Roundtable discusse
This article was authored by AlternativeSoft, a provider in asset selection, portfolio construction and fund reporting software based in the UK and Switzerland, and Global Perspectiv
This article was authored by Gabriel Kurland, managing director at Montfort Funds, a FINMA licensed representative for foreign funds in Switzerland.
Want to get your piece of the € 571 billion Swiss pension funds’ assets? Sho
Donald A. Steinbrugge, CFA – Managing Partner, Agecroft Partners
With interest rates and credit spreads near historic lows and equity valuation above historical averages, many people are concerned that the Federal Reserve, by artificially keeping rates low, has created a 2007 type asset bubble i
Research report by Alexander Ineichen of Ineichen Research & Management and Virtus Investment Partners. You can read the full report here.
Alternative investments are still not full
This paper was authored by Sudhanshu Bahadur, Valcony Sun, and Vishal Bakshi of Sapient Global Markets. You can down
This article was authored by Alex Gavrish, founder and CEO of Etalon Investment Research, and author of "Wall Street Back To Basics."
Hedge funds lose after Shire plc deal is cancelled
On October 20th, 2014, AbbVi
This article was authored by William M. Funk, Principal of the Law Office of William M. Funk, New York.
As hedge fund or other alternative investment managers know, in any offering document, the tax considerations are placed near
By: Meredith Jones, Alternative Investment Research.
Last month I launched a blog series on capital raising with a diatribe about why money managers actually need a pitch book. I got several emails afterwards asking if I had any advice about what should go in an effective pitch book. Do I have
U.S. investors favor currency hedged Europe ETFs as euro tumbles
From Reuters.com: U.S. investors stung by the falling euro who want to stay invested in Europe are turning to exchange-traded funds designed to strip out the impact of the region's currency. The biggest among so-called "cur
Millennials use tech tools to jump into investing
It is the Facebookification of monetary investing. From social networking platforms that enable young investors to stick to every other's stock-picking mojo, to internet sites for initially-timers hungry for a piece of the Silicon Valley
Komfie Manalo, Opalesque Asia: Professor Oliver Gottschalg of Paris-based HEC Business School, also known as Ecole des Hautes Etudes Commerciales de Paris has released his annual ranking of the top performing private equity firms.
The 2014 HEC-DowJones Private Equity Performance Ranking
From Forbes.com: Hedge funds have always been a bit exotic and an enigma to some, but bottom line they are supposed to produce good returns using a range of strategies including global macro, event driven and relative value (arbitrage). And, sophisticated or high-net-worth individuals (HNWIs) could
From CNBC.com: A hedge fund manager told clients he is "truly sorry" for losing virtually all their money. Owen Li, the founder of Canarsie Capital in New York, said Tuesday he had lost all but $200,000 of the firm's capital—down from the roughly $100 million it ran as of late March.
"I take r
Featuring : Up 90% in 2014: Adam Tomas, a different systematic long term trend follower trading “axiomatic regularities”.Australian Adam Tomas started to design systematic trading strategies in 2004. In July 2011 he launched his Global Capital Allocation Fund (GCAF). While many CTAs did well in 2014, Tomas' strategy did exceptionally well: the fund ...» Watch the video
Near Term Trend: PositiveFriday's Close: 2039.89 (+ 0.49)UPDATE: As we stated last week, I still believe the risk remains to the downside, and a dip toward 1975.00 is still in play.