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09 Sep. 2014 SEC charges Minnesota hedge fund manager with fraud [more]
Bailey McCann, Opalesque New York: The SEC has brought charges against Minneapolis-based hedge fund manager, Steven R. Markusen for bilking investors out of fees and portfolio pumping. According to the complaint, the management fees earned by Archer Advisors LLC were shrinking due to the funds’ w
09 Sep. 2014 Martoma gets nine years in insider trading case [more]
Bailey McCann, Opalesque New York: Former SAC Capital trader Matthew Martoma will serve nine years in prison for insider trading while at the firm, according to a judges ruling released yesterday. Martoma plans to appeal. Martoma's lawyers originally asked for two to three years, however U.S
09 Sep. 2014 Japanese managers get better in maneuvering through changes – Part 2 [more]
Komfie Manalo, Opalesque Asia: The Japanese stock market rallied in July as foreign investors continued to be net buyers, with an improved view on Japanese stocks; TOPIX and the Nikkei were up 2.1% and 3.0% respectively for the month, according to Singapore-based hedge fund consultant GFIA. A
09 Sep. 2014 Market neutral hedge funds raise exposure in August [more]
Komfie Manalo, Opalesque Asia: In its latest Hedge Fund Monitor report, the BofA Merrill Lynch Global Research s
08 Sep. 2014 Luba Nikulina appointed global head of manager research at Towers Watson [more]
Opalesque Industry Update - Towers Watson has promoted Luba Nikulina to global head of manager research, effective immediately, following Craig Baker’s recent appointment to the role of global Chief Investment Officer. Luba has worked for Towers Watson for nine years and held various manager researc
08 Sep. 2014 Emerging markets-focused hedge funds outperform in July, Part One [more]
Komfie Manalo, Opalesque Asia: Asian hedge funds specialist GFIA said in its latest market Insight that emerging markets hedge funds outperformed in July with the exception of Russia developed markets in both equities and credit. The MSCI AC Asia
04 Sep. 2014 Geopolitical instability in the Ukraine, Middle East, and South America restrained hedge funds in July [more]
Komfie Manalo, Opalesque Asia: The geopolitical instability in the Ukraine, Middle East, and South America restrained the market in July that also affected hedge fund performance, said Morningstar, Inc., a provider of independent investment r
04 Sep. 2014 Financial markets post mixed results in August, equities hedge and event-driven lead hedge fund gains [more]
Komfie Manalo, Opalesque Asia: Data provider Hedge Fund Research said the global financial crisis posted mixed results in August, with contin
02 Sep. 2014 SunGard and PRMIA Research reveals risk management evolution from regulatory burden to strategic function [more]
Opalesque Industry Update - A global survey undertaken by the Professional Risk Managers’ International Association (PRMIA) and SunGard reveals an attitudinal shift among risk managers, who are now increasingly viewing risk management as a strategic core
02 Sep. 2014 CLSA acquires 49% of EIP’S exchange traded funds business [more]
Opalesque Industry Update - Hong Kong-based asset management firm, Enhanced Investment Products Limited (EIP) has sold 49% of its Exchange Traded Funds (ETF) business, to CLSA Hong Kong Holdings Limited (CLSA). The Enhanced Investment Products group’s actively managed funds, index funds and non-list
01 Sep. 2014 Ascalon Capital Managers engages Damien Hatfield, focus on building distribution [more]
Opalesque Industry Update - In a move to enhance sales and distribution capability in Australia and Asia, Ascalon Capital Managers has engaged Damien Hatfield and long-time Triple-A Partners colleague, David Louie. Ascalon wi
01 Sep. 2014 Maples Fund Services acquires Vistra Fund Services' Hong Kong and Singapore offices [more]
Opalesque Industry Update - Maples Fund Services, a leading independent global fund services provider, is acquiring the Hong Kong and Singapore operations of Vistra Fund Services. The acquisition further expands the presence of Maples Fund Services in Asia and enhances its position as a market leade
01 Sep. 2014 CalPERS says SEC’s further implementation of Dodd-Frank will protect investors [more]
Komfie Manalo, Opalesque Asia: The California Public Employees' Retirement System (CalPERS), the largest public pension fund in the U.S., with approximately $300bn in assets, welcomed the Securities and Exchange Commission's approval of two rules relating to the implementation of the Dodd
29 Aug. 2014 Emerging markets hedge funds navigate turmoil, uncertainty to produce strong gains [more]
Opalesque Industry Update - Hedge funds investing in Emerging Markets posted strong gains through mid - year , increasing total EM hedge fund assets to an eighth consecutive quarterly record, despite a sovere
29 Aug. 2014 Parker FX Index is up +0.82% in July (-0.57% YTD) [more]
Opalesque Industry Update - The Parker FX Index is reporting a +0.82% return for the month of July. Thirty-two of the thirty-six programs in the Index reported July results, of which nineteen reported positive results and thirteen inc
28 Aug. 2014 Hedge funds buying Yahoo stocks ahead of Alibaba IPO [more]
Komfie Manalo, Opalesque Asia: Several hedge funds are buying large shares of Yahoo ahead of the planned initial public offering (IPO) of Chinese e-commerce giant Alibaba. Ken Sawyer, managing director of Saints Capital, said that Yahoo, which owns 23% of Alibaba and is a public investor of the C
28 Aug. 2014 Commonfund paper looks at how equity rally has impacted manager selection [more]
Bailey McCann, Opalesque New York: A new paper from Commonfund examines how the prolonged rally in equity markets could be impacting manager selection as it becom
27 Aug. 2014 OneVue acquires Australia's Select Fund Services and Select Investment Partners [more]
Opalesque Industry Update - OneVue Holdings Limited (OneVue) has agreed to acquire Select Asset Management Limited, trading as Select Fund Services and Select Investment Partners Limited. Completion is expected to occur tomorrow. Select Fund Services (SAML) is a specialist provider of responsible e
27 Aug. 2014 Study shows what resonates with investors: 'Unwavering', 'passionate' beats 'committed', 'dedicated' and more surprises [more]
Komfie Manalo, Opalesque Asia: A new study by Pershing, a unit of BNY Mellon company, showed that an effective value proposition strengthens audience connections and fosters growth, yet many advisors have had little objective guidance in formulating such statements until now. In the study
27 Aug. 2014 Merrill Lynch fined for fundamentally flawed procedures, errors in exchange and clearing fees accounting [more]
Komfie Manalo, Opalesque Asia: Merrill Lynch, Pierce, Fenner & Smith Incorporated (Merrill Lynch) was ordered to pay a fine of $1.2m by the U.S. Commodity Futures Trading Commission (CFTC) for failing to diligently supervise its officers’, employees’, and agents’ processing of futures exchange
27 Aug. 2014 SEC charges investor relations firm with insider trading [more]
Bailey McCann, Opalesque New York: The SEC has brought charges against Michael Anthony Dupre Lucarelli, who garnered nearly $1 million in illicit profits while at at a Manhattan-based investor relations firm where he used inside client information to trade. An SEC investigation and ongoing f
27 Aug. 2014 Apple & Allergan top list of hedge fund positions [more]
Bailey McCann, Opalesque New York: S&P Capital IQ is out with its quarterly hedge fund tracker, ranking the positions of pure play hedge funds based on reported data including Form 13F. Report
26 Aug. 2014 Hedge funds sue BNY Mellon over Argentine bonds [more]
Komfie Manalo, Opalesque Asia: Several hedge funds, including Knighthead Master Fund LP, RGY International LLC, which is a unit of Perry Capital, Kyle Bass's Hayman Capital Master Fund LP and George Soros's Quantum Partners LP, have filed a lawsuit against Bank of New York Mellon Corp.
22 Aug. 2014 Circle Partners acquires Caledonian Global Fund Services [more]
Opalesque Industry Update - Circle Partners, an independent financial services provider with headquarters in the Netherlands, today announced the acquisition of Caledonian Global Fund Services Limited based in Orlando, Florida; the British Virgin Islands and the Cayman Islands. Says Michae
22 Aug. 2014 Barclay CTA Index Inches Up 0.01% in July (+0.69% YTD) [more]
Opalesque Industry Update - Managed futures inched up 0.01% in July according to the Barclay CTA Index compiled by BarclayHedge. Year to date, the Index has gained 0.69%. “Market concerns that the Federal Reserve may raise US interest rates sooner than anticipated drove investors to sell r
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  1. U.S. hedge funds prepare for worst finish this year since 2008[more]

    Komfie Manalo, Opalesque Asia: U.S.-focused hedge funds are preparing for their worst year since the 2008 global financial crisis, following a series of letdown including the market sell-off in August and the sell-off in healthcare and biotechnology sectors last month, reported

  2. Investing - AQR Capital and Renaissance Technologies raise stakes in Southwest Airlines[more]

    From In the previous part of this series, we saw how institutional investors played Southwest Airlines (LUV) in 2Q15. Now let’s move on to the trades executed by key hedge funds in Southwest Airlines over the same period. … Most of the hedge funds that had significant exposu

  3. Manager Profile - Pimco alternative funds flourish as 30-year bond rally fades[more]

    From Inside Pacific Investment Management Co., the bond behemoth that lost two chief investment officers last year and saw almost $500 billion of client money leave, a hidden profit engine is easing some of the pain. For more than a decade, Newport Beach, California-based Pimco has qu

  4. Niche Investing - Art investment funds: Attracting institutional and other new investors[more]

    From The Deloitte/ArtTactic Art and Finance Report 2014 (the "Art and Finance Report") noted that the "global art investment fund market was estimated to be worth at least $1.26 billion in the first half of 2014." This seems almost inconsequential when juxtaposed with the $54 billion of

  5. DoubleLine’s Jeffrey Gundlach warns of another round of market shakedown[more]

    Komfie Manalo, Opalesque Asia: DoubleLine Capital co-founder Jeffrey Gundlach is painting a bleak future as he warned that the U.S. equity market and other risk markets, such as high-yield "junk" bonds, are facing another round of selling pressure. Gundlach said in an interview with