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HELPCENTER
02 Feb. 2017 Huron Capital closes Fund V on $550M after three months in market [more]
Bailey McCann, Opalesque New York: Detroit-based Huron Capital has closed its fifth fund on $550 million after just three months in market. According to a statement from the firm's placement agent Sixpoint Partners, the fund was significantly oversubscribed and hit its hard-cap. Huron pre
02 Feb. 2017 Report: Activist investing hits new highs in 2016 [more]
Bailey McCann, Opalesque New York: The Activist Investing Annual Review 2017, produced by Activist Insight in association with Schulte Roth & Zabel (SRZ) was released today, analyzing 2016 trends in shareholder activism, ranking the "Top Ten" activist investors and providing predictions for the y
01 Feb. 2017 Outperforming the markets with multi-factor equity investing [more]
Benedicte Gravrand, Opalesque Geneva: A new report warns against the proliferation of investment factors, and recommends using only a handful of them in a smart-beta portfolio. Research Affiliates, a California
01 Feb. 2017 Hedge funds benefit from upbeat market in January [more]
Komfie Manalo, Opalesque Asia: Hedge funds reaped benefits from the upbeat market movements. The Lyxor Hedge Fund Index was up 0.5% as of 24 January (-0.4% YTD), with CTAs and global macro managers outperforming. Fixed income arbitrage managers also did well in an environment where the implied vo
01 Feb. 2017 High Yield: Equity-Like Returns... With Half the Risk? (white paper) [more]
Matthias Knab, Opalesque: AllianceBernstein writes in Harvest Exchange: Investors often think of high-yield bonds as just another part of their fixed-
31 Jan. 2017 Private Equity assets under management approach $2.5tn [more]
Opalesque Industry Update - The total assets under management for the private equity industry* have grown to a record $2.49tn as of June 2016 (the latest figures available). Preqin’s 2017 Global Private Equity & Venture Capital Report finds that industry assets rose from $2.39tn as of the
31 Jan. 2017 Hedge fund industry surpasses $3.2tn in 2016 [more]
Opalesque Industry Update - Assets held by hedge funds globally reached a record $3.22tn as of the end of November 2016, according to Preqin’s 2017 Global Hedge Fund Report. Investor outflows through the year totalled $102bn, and at the end of the year, a record 66% of hedge fund investors sai
31 Jan. 2017 33% since 2013: What's driving the rise of ESG investing? [more]
Matthias Knab: Jade Huang, Portfolio Manager, Calvert Research and Management, writes on Harvest Exchange: Environmental, social and governance (ESG) investing is one of th
30 Jan. 2017 A side effect of China's debt binge [more]
Matthias Knab, Opalesque: Richard Turnill, Global Chief Investment Strategist of BlackRock writes on Harvest Exchange: China has been on a debt binge lately, fueling its stabi
27 Jan. 2017 LendingRobot launches robo-fund that will challenge traditional hedge funds [more]
Komfie Manalo, Opalesque Asia: LendingRobot, the first robo-advisor for Alternative Lending built for individual investors, has announced the launch
26 Jan. 2017 Value fund URI Capital Partners returns 27.66% net in 2016 [more]
Matthias Knab, Opalesque: Brian Pitkin writes on Harvest Exchange: URI Capital Partners, is a long only, highly concentrated fund that seeks long term outperformance by
26 Jan. 2017 White white paper explores hedge fund, buy-side trends toward active treasury management [more]
Komfie Manalo, Opalesque Asia: Integrated buy-side treasury management solutions provider Hazeltree has published a new whitepaper that explores the trends and benefits of active treasury management and the increased interest among buy-side firm
26 Jan. 2017 Former Bridgewater exec launches alternative mutual fund with risk premia protection features [more]
Komfie Manalo, Opalesque Asia: Alternative mutual funds provider Context Asset Management has announced the launch of its Context Strategic Global Equity Fund, signaling the firm's expansion of its liquid alternative platform. Context provid
26 Jan. 2017 TPG brings on Bradford Berenson as general counsel [more]
Bailey McCann, Opalesque New York: Fort Worth, TX and San Francisco-based private equity firm TPG has brought on Bradford Berenson as general counsel. Benson joins the firm from General Electric where he was Vice President and Senior Counsel for Litigation and Legal Policy. Berenson will be based
25 Jan. 2017 AlphaCore doubles staff, advisory assets [more]
Opalesque Industry Update - AlphaCore Capital, a La Jolla, Calif. based investment adviser, announces today the acquisition of a San Diego-based registered investment adviser, and the addition of five new team members. The firm’s expansion will double assets under advisement, with approximatel
25 Jan. 2017 Barclay CTA Index Gains 0.35% in December (-1.06% 2016) [more]
Opalesque Industry Update - Managed futures traders gained 0.35% in December according to the Barclay CTA Index compiled by BarclayHedge. Overall, the Index lost 1.03% in 2016. Seven of Barclay’s eight CTA indices gained ground in December. The Barclay Financial/Metals Index was up 1
25 Jan. 2017 Greenwich Alternative Investments: Hedge funds finish 2016 up 4.61% on global equities' rally [more]
Komfie Manalo, Opalesque Asia: Hedge funds finished December 2016 up 1.05%, its third-best month of the year after March and July, said Greenwich Alternative Investments. For the whole year, the Greenwich Global Hedge Fund Index gained 4.61%. In its monthly report, Greenwich said that the pos
25 Jan. 2017 Blackstone closes latest Strategic Partners fund on $7.5 billion [more]
Bailey McCann, Opalesque New York: New York-based Strategic Partners Fund Solutions the secondaries arm of Blackstone has closed its latest fund on $7.5 billion. This is the seventh fund for Strategic Partners. The group began investing out of the fund in May and has already closed some transacti
25 Jan. 2017 Steel Partners to raise $500M fund [more]
Bailey McCann, Opalesque New York: Los Angeles-based firm Steel Partners is planning to raise a new $500 million hedge fund, the S-III Opportuniity Fund. The fundraise would be the first new fund for activist investor and Steel Partners founder, Warren Lichtenstein, in over twenty years. The fund
25 Jan. 2017 Family offices see event driven hedge funds, emerging markets as promising in 2017 [more]
Komfie Manalo, Opalesque Asia: A study by data provider Peltz International has found that family offices see event driven and emerging markets as having the most potential for growth this year. Peltz' Sentiment Survey polled some
25 Jan. 2017 Value Partners gets $4 million fine from Hong Kong regulator [more]
Benedicte Gravrand, Opalesque Geneva: Hong Kong's Securities and Futures Commission (SFC) has reprimanded Value Partners Group and its Hong Kong subsidiary, and fined them $2m
25 Jan. 2017 Hayne Leland recipient of the 2016 IAQF/Northfield Financial Engineer of the Year Award [more]
Matthias Knab, Opalesque: Hayne Leland, Arno Rayner Professor Emeritus of Finance and Management at the University of California, Berkeley's Haas School of Business, has been named the 2016 IAQF/Northfield Financial Engineer of the Year (FEOY). A pioneer in the field of modern corporate f
24 Jan. 2017 J.P. Morgan signs deal for actively managed ETFs without daily holdings disclosure [more]
Komfie Manalo, Opalesque Asia: J.P. Morgan Asset Management (JPAM) has initiated a deal with Precidian Investments regarding the latter's patented intellectual property relating to the offering of actively-managed, periodically-disclosed exchange-traded funds (ETFs). JPAM has signed a letter
24 Jan. 2017 Event driven hedge funds start 2017 on the right foot but CTAs down on Trump [more]
Komfie Manalo, Opalesque Asia: Event driven hedge funds started 2017 on the right foot as the Lyxor Event Driven Broad Index was up 0.2% from 10 January to 17 and rose 1.9% YTD, Lyxor Asset Management said in its Weekly Briefing. However, the Lyxor
24 Jan. 2017 Joint AIMA-Preqin study shows hedge funds beat stocks and bonds in 2016 on risk-adjusted basis [more]
Komfie Manalo, Opalesque: A joint study by the industry body Alternative Investment Management Association (AIMA) and data provider Preqin showed that hedge funds outperformed equities and bonds in 2016 on a risk-adjusted basis, producing net gains for their investors worth around $120bn. Hed
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  1. Regulatory - David Stockman: Trump tax reform overhaul is a pipe dream, stocks are heading for 40-70% plunge, Carried interest tax: How much does it matter?, Odey sees 'terrifying' mix in MiFID, tapering, asset values, Hedge funds come together to share cost of MiFID and research, SEC turns up the heat on U.S. investment advisers, India's Sebi asks hedge funds to report investments in commodity derivatives[more]

    David Stockman: Trump tax reform overhaul is a pipe dream, stocks are heading for 40-70% plunge From CNBC.com: David Stockman is warning about the Trump administration's tax overhaul plan, Federal Reserve policy, saying they could play into a severe stock market sell-off. Stockman, the R

  2. North America - Puerto Rico rejects loan offers, accusing hedge funds of trying to profit off hurricanes[more]

    From TheIintercept.com: Puerto Rico has rejected a bondholder group's offer to issue the territory additional debt as a response to the devastation of Hurricane Maria. Officials with Puerto Rico's Fiscal Agency and Financial Advisory Authority said the offer was "not viable" and would harm the islan

  3. Investing - WPP targeted by short-selling American hedge fund, Sun co-founder sells secretive hedge fund on big chip trade[more]

    WPP targeted by short-selling American hedge fund From Cityam.com: An American hedge fund has mounted a bet against WPP, the world's largest advertising group, with a trade worth almost £90m. Lone Pine Capital has built a short position worth 0.51 per cent of the FTSE 100 company,

  4. Hedge funds up as industry adjusts to rising rates[more]

    Komfie Manalo, Opalesque Asia: Hedge funds have reshuffled their portfolio after nearly four weeks of rising rates as the Lyxor Hedge Fund Index was up +0.2% from 19 September to 26 (+1.1% YTD), fuelled by strong results of global macro funds, Lyxor Ass

  5. Manager Profile - How the world's hedge fund king used 'idea meritocracy' to become a billionaire[more]

    From Forbes.com: In 1982, Ray Dalio made what he calls the biggest mistake of his life. He made a bet that there would be an economic collapse stemming from a debt crisis. And he was wrong. He lost money. He lost his client's money. He had to let people go from his firm and borrow money from his dad