Today's Other Voices
More Other Voices
27. May. |
Opalesque Exclusive: Puerto Rico passes tax reform as hedge funds eye bonds [more]
Bailey McCann, Opalesque New York: Puerto Rico has passed a revised version of a sales tax reform bill. The bill will effectively increase sales tax on a range of goods, on the debt strapped island, from t
27. May. |
Opalesque Roundtable: Mercer has widened manager base to include emerging and niche managers [more]
Benedicte Gravrand, Opalesque Geneva for New Managers: "Mercer has been carefully listening to what our clients are saying, what the institutional world is talking about and where the industry is heading. For instan
26. May. |
Opalesque Exclusive: BMO launches multi-strat '40 act fund [more]
Bailey McCann, Opalesque New York: As we reach new market highs, investors are looking for a way to diversify and protect their portfolios from a potential market correction. Liquid alternatives are rapidly gaining ground as a critical tool for investors to use to mitigate downside risk. The BMO
26. May. |
Opalesque Exclusive: Alvaro Ventosa to launch energy and infrastructure long/short equity hedge fund this summer [more]
Benedicte Gravrand, Opalesque Geneva for New Managers: Alvento Capital Partners, a London-based asset manager founded in December, is
25. May. |
Opalesque Roundup: Large hedge funds close to outside investors to manage own money: hedge fund news, week 22 [more]
In the week ending 22 May, 2015, it was reported that big hedge funds are closing their firms to outside investors and deciding to manage their own assets; Jana Partner
22. May. |
Opalesque Exclusive: SEC approves proposed changes to Form ADV, '40 Act - comment period to follow [more]
Bailey McCann, Opalesque New York: Hedge funds and providers of liquid alternatives will want to pay close attention to proposed reforms approved by the SEC yesterday. The changes will require more frequent reporting, as well as a closer look into social media, liquid alternative strategies, and
21. May. |
Opalesque Roundtable: The volatility-based management fee is gaining grounds [more]
Komfie Manalo, Opalesque Asia: According to Ela Karahasanoglu, principal and a senior manager research consultant in at Toronto-based
21. May. |
Opalesque Exclusive: Singapore multi-strategy fund seeks to capture the space between very large and very small institutions [more]
Benedicte Gravrand, Opalesque Geneva for New Managers: A Singapore-based, ex-Credit Suisse manager talks about his new global multi-strategy hedge fund.
20. May. |
Opalesque Roundtable: A lot of hedge fund talent in Canada but industry needs to be promoted [more]
Komfie Manalo, Opalesque Asia: Toronto, Canada could be the Hollywood of the hedge fund industry or the Milan of the hedge fund fashion industry, declared Luis Seco, President and CEO of local asset management firm, Sigma Analysis & Management
18. May. |
Opalesque Exclusive: Tages Capital, Omni Partners take on the emerging manager opportunity [more]
Benedicte Gravrand, Opalesque Geneva for New Managers: A couple of hedge fund managers at the recent Opalesque London Roundtable discussed
18. May. |
Opalesque Roundup: Can hedge funds use celebrities for endorsement? Hedge fund news, week 21 [more]
The week ending 15 May, 2015 saw a discussion if or how hedge funds could use celebrities to market their products. Meanwhile, certain industry players warned that startu
15. May. |
Opalesque Exclusive: A lot of hedge fund investors are beginning to recognise the need for ongoing cyber threats monitoring [more]
Benedicte Gravrand, Opalesque Geneva: Corporate Resolutions Inc. recently formed a strategic partnership with iThreat Cyber Group. The two companies have worked together for years, assisting clients when challenging
14. May. |
Opalesque Roundtable: Where to find opportunity in credit markets [more]
Benedicte Gravrand, Opalesque Geneva: Participants at the recent Opalesque London Roundtable discussed opportunities within the bond markets.
Creditors versus debtors
"Rather than looking at the world as
12. May. |
Opalesque Exclusive: M-III launches ahead of next distressed cycle [more]
Bailey McCann, Opalesque New York: New York-based M-III Partners is the latest entrant into the corporate restructuring/distressed space. The firmís founders com out of Springleaf Holdings and the credit team at Apollo, and tell Opalesque that launching now will position them to catch the next di
Access Alternative Market Briefing
15. May. 2015 |
Other Voices: Lies, damned lies and Alpha [more]
This paper was authored by Andrew Beer, founder of Beachhead Capital Management LLC, New York. You can
download the full paper here.
08. May. 2015 |
Other Voices: The value factor reconsidered [more]
This paper was authored by Andrew Beer, founder of Beachhead Capital Management LLC, New York.
"Of course itís true until everyone knows itís true."
Famous economist in response to publication of Stocks for the Lo
06. Apr. 2015 |
Other Voices: Epsilon Theory: 'Itís not about the nailí [more]
This article was authored by Ben Hunt of Salient Partners, L.P. as general information only and should not be taken as investment advice.
I spend a lot of my time speaking with investors and financial advisors of all stripes and sizes, and hereís what Iím hearing, loud and clear. There
02. Apr. 2015 |
Other Voices: What is compression (and why should you care)? [more]
This article was authored by Stephen Loosley, Catalyst Development Ltd, a financial regulations and technology advisor in London.
Compression is a technique to reduce gross notional in your OTC book without materially affecting ri
02. Apr. 2015 |
Other Voices: It's showtime for hedge funds: An open letter to TV execs [more]
This article was written by Meredith Jones, who has more than 16 years of experience as an internationally-recognized researcher, writer, speaker and expert in the alternative investment industry.
Dear Showtime Execs,
I read with great interest (and no small amount of trepidation) abo
31. Mar. 2015 |
Other Voices: Transparency 2.0: How investors can realise direct financial benefits from position-level transparency today [more]
This article is written by Tyler Kim, the Chief Information Officer for MaplesFS, responsible for Information Technology and Data Management globally.
Institutional investors can realise direct financial benefits from position-level transparency Ė specifically through increasing the effi
25. Mar. 2015 |
Other Voices: Does the hedge fund industry benefit society? [more]
This article was authored by Don Steinbrugge, Chairman of Agecroft Partners, a US-based global consulting and third party marketing firm for hedge funds.
It is no secret that the hedge fund industry is viewed negatively by a la
19. Mar. 2015 |
Other Voices: The role of diversification in CTA portfolios [more]
2014 brought a resurgence of managed futures strategies, or CTAs, which performed very well as a whole, outperforming all other hedge fund strategies. However, a closer look reveals that there was a wide range of performance, or return dispersion, across managers.
The bottom line? Not all CTAs
- Top Forwarded
- Top Tracked
- Top Searched
- Opalesque Exclusive: New TMT hedge fund adopts the long-term approach[more]
Benedicte Gravrand, Opalesque Geneva for New Managers: Adam Parker founded Center Lake Capital LLC in New York in November 2014. Before that, he was portfolio manager at Point State Capital (the successor fund to Dr
- Investing - Hedge funds buy swathes of foreclosed subprimes, force up rents, float rent-bonds, Hedge funds buy Actavis, Valeant. ETFs join the party, The most loved biotechs of big hedge funds, Stocks to buy ... according to hedge funds, Atlantic City bond offering attracts hedge funds as buyers, Okumus Fund Management discloses huge new Ascent Capital Group stake[more]
Hedge funds buy swathes of foreclosed subprimes, force up rents, float rent-bonds
From Boingboing.com: When a giant hedge fund is bidding on all the foreclosed houses in a poor neighborhood, living humans don't stand a chance -- but that's OK, because rapacious investors make great landl
- Institutions - Institutional investors turn to real estate, planes, Assets at Bostonís five biggest family nonprofits rise to $3.5bn[more]
Institutional investors turn to real estate, planes
From Joins.com: The National Pension Service and domestic emerging market specialists who did not know where to invest in a low interest rate environment are turning to other investments like the blue-chip real estate market abroad.
- Regulatory - Hedge funds face tax as Iceland poised to end capital controls, Comment: Why alternatives need more transparency, not enforcement[more]
Hedge funds face tax as Iceland poised to end capital controls
From Bloomberg.com: Hedge funds and other investors who bought claims against Icelandís failed banks face a tax that targets the lendersí estates as the government prepares to unveil its plan for exiting capital controls in t
- Investing - Nelson Peltzís Trian Fund Management reduces position in Legg Mason, Biotech investors up big amid bubble talk, Hedge funds increase exposure in healthcare[more]
Nelson Peltzís Trian Fund Management reduces position in Legg Mason
From Octafinance.com: Trian Fund Management has filled a SC 13D/A form regarding Legg Mason, Inc. Per Nelson Peltzís Trian Fund Managementís filing, the filler reported decreased stake in the company by -11.05% to 11,03