[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
Benedicte Gravrand, Opalesque London: A roundup of the week's hedge fund launches, closures, index performance, trends, regulatory, legal and financial events pertaining to the alternative investments industry. Last week, we heard of fund launches from new firm Castle Hill (flagship);
From the Opalesque team: In its 2010 outlook, Connecticut-based, global placement agent CP Eaton Partners expresses optimism about hedge fund industry performance in 2010. With hedge funds completing an impressive 12-month turnaround that ran
From the Opalesque team: New York-based Nautical Capital, which launched in December 2009, has already set the bar high for success, hoping to eventually become the investment name synonymous with commodities investing. "When you thin
From Sagar Chakraverty, Opalesque Asia: According to a letter sent by Andrew Jr. Donohue, Director of US' Securities and Exchange Commission (SEC) to Richard G. Ketchum, Chairman & CEO of the Financial Industry Regulatory Authority (FINRA) on 18-Dec-09, the SEC indicated that an exception to t
From Sagar Chakraverty, Opalesque Asia: A Global Markets Review issued on 22-Jan by MTS Research, a London-based investment research company specializing in technical analysis, predicts a continued drop in indices across the Asia Pacific markets. Asian Pacific markets see weak correc
This article was written by Dr. Momtchil Pojarliev, new senior portfolio manager at U.S.-based asset manager Hathersage, and by Richard M. Levich, professor of finance at New York’s Stern School of business – it
Opalesque Industry Update – GLG Partners LP, one of Europe's biggest hedge fund firms, has launched the GLG Japan CoreAlpha Equity Fund, a currency-hedged replica of its &po
Opalesque Industry Updates - Early estimates indicate the Credit Suisse/Tremont Hedge Fund Index (“Broad Index”) will finish up +0.17% in January (based on 74% of assets reporting). Key highlight
Opalesque Industry Update - Hennessee Group LLC, an adviser to hedge fund investors, announced that the Hennessee Hedge Fund Index declined -0.50% in January (-0.50% YTD), while the S&P 500 declined
Opalesque Industry Update - Fitch Ratings says that the hedge fund industry performed well in Q4 2009 (the broad HFRI composite index was up +2.7% in the quarter and +20.0% over 2009), and experienced
Opalesque Industry Update – Castlestone Management, an independent fund manager with offices in London and New York, announced yesterday that Innocap Investment Management, which has around $1.93bn in
Opalesque Industry Updates - . Asia ex-Japan's mutual fund assets are set to reach more than US$1.1 trillion by the end of 2010, exceeding their 2007 all-time peak. This region leads the glo
Benedicte Gravrand, Opalesque London: Culross is a fund of hedge funds manager that now allocates to energy hedge funds. Energy, whether traditional or new, has provoked heated debates since the awareness of global warming and peak oil came to the fore. These funds try to take advant
From Precy Dumlao, Opalesque Asia: Hedge fund and fund managers proved to be two of the most resilient financial services in the UK in 2009 as the UK Financial Services Authority (FSA) recorded a steady registration of hedge funds in the fourth quarter last year. London-based Corporate f
From Precy Dumlao, Opalesque Asia: Asian hedge funds were the most skilful at mitigating losses and outperformed their respective benchmarks from 2008 and 2009, according to GFIA’s latest paper “Emerging markets hedge funds review 2009.” The Singapore-based financial advisor said that al
From Florian Guldner, Opalesque Europe: Cologne-based investment management firm Flossbach & von Storch yesterday announced the addition of Dirk van den Berg as managing director of FvS Family Office GmbH, the firm's multi-family office. “We are happy to expand our management team with
Opalesque Industry Update – London-based group Ignis Asset Management has entered into a strategic partnership with Castle Hill Asset Management. Castle Hill is a specialist credit invest
Opalesque Industry Update - Nomura, one of the major financial groups of Japan and country’s leading brokerage saw net revenue of Y274.5bn ($2.95bn), and net income of 10.2bn yen ($110m) for the third
Opalesque Industry Update – The former manager of BlueBay Asset Management’s defunct hedge fund Simon Treacher was banned by the UK Financial Service Authority (FSA) for massaging his performance figu
From Kirsten Bischoff, Opalesque New York: Although assets are not returning to the hedge fund industry at any rate near what managers would like to see, they are returning. EurekaHedge reported over $4bn in net inflows during the month of January, and all indications are that those amounts
This article was written by Bryan Goh, First Avenue Partners LLP, London : It sounds like a plan. President Obama in an effort to address what is widely believed to be a flawed banking model has decided to ressurrect the Glass Steagall Act 1933. Glass Steagall 1932 had already been effect
This article was written by Nadia Menezes, Senior Associate at law firm Ogier. The market turbulence over the last twelve months has seen fund structures and mechanics being strenuously tested under extreme conditions. Whilst the
This commentary was written by Maximilian Thiel, senior manager at AIMhedge Management Ltd, a Liechstenstein and Caymans-based alternative management firm. The firm's flagship, AIMhedge Global Diversified Fund Ltd, is a systematic hedge fund focused on delivering absolute returns by investin
This article was written by Christopher P. Wells and Linda L. Ng. – Christopher P. Wells is a partner and Linda L. Ng is a counsel with White & Case LLP’s Tokyo and Hong Kong/Singapore offices, respectively. The bright lights and relaxed lifestyle of Singapore beckon to EU fund managers who a
The following article was authored by Adam Weisman, Partner, Deloitte Financial Advisory Services LLP and Tania Lynn, Senior Manager, Deloitte & Touche LLP. Fraud has always represented a dangerous and perhaps dangerou
The authors of this article are Kevin Phillip and Wade Kenny, both managers at dms Management Ltd. (dms), the largest management firm in the Cayman Islands. dms focuses on serving the hedge fund industry. It has long been a fact of life for registered investment advisers preparing for, and su
By Peter Urbani, CIO, Infiniti Capital: An obscure tract by a University of Adelaide Statistics Professor, Edmund Cornish is today among the leading candidates for improving risk management. The 1937 paper by Edmund Alfred Cornish (1909 - 1973) and Sir Ronald Fisher* provides the basis
The following was written by Rene Levesque (CFA), founder of www.mountjoycapital.com: There is nothing wrong with the hedge fund fees Indeed, there is nothing wrong with the prevailing hedge fund fee structures. The current debate on
HFRI Fund Weighted Composite Index down 0.71% in January, macro worst performer with -2.16% The HFRI Fund Weighted Composite Index declined by -0.71% in January; this after posting a gain of 20% in 2009. Performance was mixed across main hedge fund strategies with gains in Relativ
Featuring : William Browder (Bill Browder) and Matthias Knab.Opalesque BACKSTAGE Video - Bill Browder: Sergey Magnitsky case reveals Russia's ugliest face William (Bill) Browder co-founded Hermitage Capital Management in 1996 together with the eminent banker Edmond Safra. The Hermitage Fund has been extremely successful, gaining 2,697% through December 2007. It was ranked the World’s Best Performing Emerging Markets Fund over the 1996-2...» Watch the video
Brett D. Hellerman
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