[30Jan07] Harry Kat Q & A First encounters with the FundCreator (pun intended) - an interview with Prof. Harry Kat and Ron Westdrop, partner at the Taler Group?the first official user of the "dream diversifier"
Disclaimer
[05Dec07] Core satellite approach: an alternative, using index investing … with Alex Hinder With ETFs one is capable of acquiring exposure to geographically diversified, sector, style (growth ,value). In the context of wealth management 90-95% of long term performance can be captured with asset allocation, strategic and tactical structuring of w
[18Jun09] Fund invests across the entire value chain Agriculture - has a history of structural underinvestment
[19Mar09] Why lease agri-land as opposed to purchasing it We believe investors should consider investing in supply expansion (i.e. consider being closer to the producers and the land.)
[19Dec07] Agriculture: Why invest now? Research and graphic representation that build the case
[11Oct07] An Agriculture Fund Fund that invests in equities as opposed to futures with themes that include – fish farms, agro +bio -tech seeds, milk, farming equipment, etc.
[27Feb07] NGMO Index An agriculture index that is non US centric and focuses on non-genetically modified commodity futures
[23Jul09] An Australian Investment Opportunity The long-term capital appreciation of agricultural land is driven by the operating return that can be generated from that land
[15Apr08] Agricultural Trading Fund Fund is designed to exploit price imbalances within and across agriculture markets
[05Feb09] An investing for the future theme - Air fund a focus on global small, medium cap companies that are engaged in the development and production of “new”, “break-through” technologies designed to reduce the CO2 and Greenhouse Gas emissions
[27Mar07] Pure Alpha Certificate How the certificates underlying fund identifies, isolates and generates alpha
[19Mar09] Renewable Technologies Most renewable technologies, in particular solar energy, today, are unable to compete on a cost basis with traditional forms of power generation.
[21Nov07] A portfolio of renewable energy producing assets The dependence on land makes renewable energy an unconventional real estate play.
[13Feb07] Biofuel Commodity Basket An opportunity to invest in commodities that are used in the production of bio fuels
[14Jul09] A SQUARE 14 Jul 2009 Virtually all the survey participants associate alt-alt investments with risk diversification, followed by de-correlation
[09Jan09] How successful have allocations to A SQUARE's alternative alternatives been in the year 2008? Pure, Intermediary and even select funds that operate within Others, as classified by A SQUARE, have delivered positive, low-non correlating returns
[19Sep08] A White Paper - Is there an alternative to alternative asset classes? The role and relevance of alternative alternatives
[19Dec08] An Alt Alt Index The Alt-Alt Index is “not“ designed to represent the returns of any single manager - this would be better done through a peer group analysis if ...
[08Apr08] Fund of funds that allocates to alternative alternatives Invests with “early” niche managers - i.e. inefficiency (risk premia) have not been diluted
[31Jan08] ASQUARE first anniversary issue special - Part III Looks at how alternative alternatives can be strategically positioned within a portfolio
[24Jan08] ASQUARE’s First Anniversary Special - Part II I have chosen to elaborate on foreign exchange (FX - hedging vs. absolute return generation), volatility, hybrids and alternatives to plain
[16Jan08] ASQUARE's first anniversary special - Part I Sources of returns that are uncorrelated to the broader financial markets - especially in times of financial distress and when “normally” non-correlating asset classes converge
[10Jan08] A SQUARE special Performance, review and 2008 prospects
[12Sep07] The Plenum Specialized Commodity Fund Fund of funds comprises allocations to the shipping and freight sector, energy distillates + uranium, electricity, water +commodity softs - grains and base metals
[27Jun07] Wood Creek Multi-Asset Fund "Our internal research indicates that an allocation of between 5-10% to alt alt investment strategies benefits most institutional investors’ portfolios. ..."
[03Apr07] The Millennium Wave Fund (MWF) MWF is a fund of alternative funds that invests in non-directional, niche strategies where barriers to entry tend to be high
[22Jan10] A SQUARE: 2010 art market outlook Index development and fund launches in 2010
[11Dec09] A SQUARE: The long term impact of equity prices on art prices The current market environment, a sample portfolio and long term price development
[09Oct09] A SQUARE: Art as an asset class Research, market overview and funds in the art market
[31Jul07] A Square’s Art Series with Philip Hoffman - V Russian art has always played a major role in western art sales and collections, with the work of Kandinsky, Chagall, Jawlensky and Malevich consistently appearing at top Impressionist and Modern auctions. Now some of the names that were only well known i
From Kirsten Bischoff, Opalesque New York: With the roiling summer markets, news-making opinions such as Noster Capital’s anticipation of the second leg of the crisis, and the release of August Federal Reserve meeting minutes reflectin
From the Opalesque team: Martin Frenette, founder and managing director of Canadian consulting firm Variance Capital Management announced yesterday that he had joined the London-based alternatives division of
Opalesque Industry Update - Returns for the LAB Liquid Indices suggest that hedge funds were negatively impacted by broad market sell-offs in August, although certain sectors showed resilience amid the increased market volatility according to Jordan Drachman, Head of Research for Alternative Beta St
Opalesque Industry Update - Och Ziff reported its estimated August performance on Thursday, showing how difficult the month of August was as the markets stumbled and the S&P 500 dropped just short of 5%. However, the funds’ all managed to make gains with the Och Ziff Europe Master Fund leading
Opalesque Industry Update – The Chinese government’s renewed efforts to collect taxes has fund managers saying this could lead to rising cost in doing business in the region, particularly for global fund managers running international portfolios for mainland institutions. Many fund executi
This article was authored by Alric Lindsay, a Cayman-based independent director, who prior to his experience working as an investment funds attorney for two global law firms, was a senior compliance analyst with the Cayman Islands Monetary Author
Opalesque Industry Update – The Chinese government’s renewed efforts to collect taxes has fund managers saying this could lead to rising cost in doing business in the region, particularly for global f
Opalesque Industry Update - Och Ziff reported its estimated August performance on Thursday, showing how difficult the month of August was as the markets stumbled and the S&P 500 dropped just shor
Opalesque Industry Update - Returns for the LAB Liquid Indices suggest that hedge funds were negatively impacted by broad market sell-offs in August, although certain sectors showed resilience amid th
Opalesque Industry Update - TrimTabs Investment Research and BarclayHedge reported that the hedge fund industry posted an estimated outflow of $2.9 billion, or 0.2% of assets, in July 2010, the second
Opalesque Industry Updates - Allenbridge HedgeInfo is pleased to announce its rating of AA+ to Stenham Asset Management. This is a renewal of the original rating awarded to the fund Stenham Universal
Opalesque Industry Update - FourWinds Capital Management, the alternative investment manager specialising in commodities and natural resources, today announces the appointment of Mark Rzepczynski as C
Opalesque Industry Update – European Union lawmakers are drafting new rules to empower regulators to stop abusive short-selling. At the same time, the draft legislation also aims to ban naked selling
Opalesque Industry Update - Further to this morning’s announcement that Man shareholders have approved the acquisition of GLG Partners Inc., Man is pleased to announce that Emmanuel Roman will assume
Opalesque Industry Update - The Board of Majedie Investments PLC is pleased to confirm the launch of a subsidiary, Javelin Capital LLP, a newly authorised asset management business. Majedie Investment
Opalesque Industry Update – Portland, Oregon-based hedge fund firm Elliott Associates announced on Tuesday (August 31) it was dropping its court case against trade publication Absolute Return (AR) mag
Opalesque Industry Update - Eze Castle Integration, Inc., a leading provider of IT services, technology and consulting to investment management firms, today announced the opening of offices in Singapo
Opalesque Industry Update - Concerto Asset Management, LLC, a manager of U.S. corporate credit based in Charlotte, North Carolina, announced a Euro 60 million credit alpha absolute return mandate from
Opalesque Industry Update – Olympia Capital is taking over the management of the fund of hedge funds of Sal. Oppenheim France (Deutsche Bank group) Olympia Capital Management is taking over
Opalesque Industry Update - Technology and software giant Microsoft Corp., has attracted the attention of major hedge fund managers in the second quarter. TPG-Axon Capital Management’s Dinakar Singh a
This article was authored by Niaz Khan, Associate Director of dms Management Ltd.: Fundamental to my work as an Associate Director at dms Management Ltd. is travelling to major financial centres to meet with investment managers of hedge fund c
This article was authored by William Mulligan, CEO of HedgeOp Compliance, LLC: With the signing of the Dodd-Frank Wall Street and Consumer Protection Act, fund advisors need to determine not only IF they are required to register but WHEN they are
This article was authored by Jay B. Gould, Ildiko Duckor, Clint A. Keller and Michael G. Wu of international law firm Pillsbury: In recent years, many hedge funds have significantly increased their holdings in exchange-traded funds (ETFs). Historically, hedge funds primarily acquired short posit
This article was authored by U.S.-based research and consulting house Woodbine Associates. The final form of the Dodd Frank Wall Street Reform and Consumer Protection Act is essentially complete and awaiting Senate confirmation; now, at
This article was written by David Lyons of Caymans and Ireland-based hedge fund service provider dms Management, and by Dawn Cummings of Offshore Business Solutions, also located in the Ca
This article was written by Nadia Menezes and Marie-Claire Fudge of Ogier to highlight the principal changes applicable to investment funds and their managers or advisers that are introduced under the Securities and Investment Business Act 2010 (SIBA), and illustrate how these changes will affect in
This article was authored by Castle Hall Alternative, a provider of operational due diligence based in Canada. Looking back over our posts over the past year or so, we've commented on a number of issues which impac
Article authored by François Duc, Risk Advisory, UBP Alternative Investments. Status Review In contrast to the regulated world of traditional investments, the hedge-fund universe cannot be fully encompassed. Hedge funds are private structures, devoid of any regulatory obligations to d
From Kirsten Bischoff, Opalesque New York: This Thursday (September 2, 2010) Absolute Return (AR) magazine is expected to file its response to hedge fund firm Elliott Associates, which demanded the media outlet divulge the source that leaked the firm’s investor letter (and which AR has said it w
Titan Capital joins Black Swan’s Taleb in raising bets on crash From Bloomberg/Businessweek.com: Titan Capital Group LLC, whose flagship volatility fund rose 21.6 percent as stocks tumbled in May, has raised bets on extreme market moves because investors’ views on the economic outlook ha
From the Opalesque team: Coastal Partners Global Macro (CPGM), which was launched in April, is managed by Robert Henrich, Managing Director of Bahamas-based Coastal Partners and partner Richard Russian, who produced a five year track record. In the early 1980s, Russian was, reportedly, one of the l
Premium finance and life insurance have not traditionally been associated with one another - however, the premium financing of life insurance is a viable option.
Featuring : Jeffrey Ubben: The Evolution of the Active Value Investment Style.According to Wikipedia, an activist shareholder "uses an equity stake in a corporation to put public pressure on its management". However, that is not true for all of them. Some value and activist investors today chose a completely different and more effective approach. In this new Opalesque BACKSTAGE video, Jeffrey Ubben explains the ONLY time one of his activist investments did NOT work out was...» Watch the video
Angus Murray
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