Wed, Aug 20, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
New Managers May 2012

Editorial
NewManagers May 2012 - Opalesque's Emerging Managers Monitor

Benedicte Gravrand

Welcome to the May 2012 issue of New Managers, Opalesque's monthly monitor of emerging - and re-emerging - hedge fund managers.

In Statistics, Peter Urbani reviews a research piece on whether emerging fund managers add value, using a larger database. The results are fairly unequivocal, he concludes.

Then Fundana looks at the performance of hedge funds in their first year of operations, how it has evolved over time, whether it can give a good insight into the future success of a fund, and reaches a few conclusions.

Our Focus this month is on the Brazilian - and LatAm - investing landscape. Three emerging fund managers - from Ipanema Capital, Sagil Capital and Marlin Investimentos - speak to Opalesque in Part I, and Eurekahedge provides the vital statistics in Part II .

47N recommends the type of directors emerging managers should look for; Bryan Borgia of Topwater Capital Partners explains the mechanics of his risk-based managed accounts platform in Q&A; Antoine Rolland of NewAlpha discusses new projects and trends in Seeders' Corner; and Oliver Scully of Citco Fund Services comments on the evolving relationship between fund managers and administrators in Servicers' Spot.

Then we have the usual recapitulation of recent maiden Launches and a review of the latest views and findings in Perspectives.

Finally, two very different emerging fund managers speak to New Managers in Profiles: Mike Dever of Brandywine Asset Management, and Mohannad ALRashoudi of MR Capital. We added in this sectio......................

To view our full article please login

This article was published in Opalesque's New Managers a top-down monthly analysis, news and research publication on the global emerging manager space.
New Managers
New Managers
New Managers

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing
  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Investing – Hedge funds feasting on Apple again, Top U.S. hedge funds up Walgreen shares; lose some taste for Apple, A look at how some of the top investors, hedge funds spent the second quarter, Blockbuster movies fuel big wins for hedge fund investors, Top hedge funds flock into Allergan amid bid backed by Ackman, Soros Fund Management exits stake in some tech companies, Jana buys FMC stake, adds to AIG, exits Sirius in quarter[more]

    Hedge funds feasting on Apple again From Forbes.com: Robert Citrone and Phillippe Laffont are two of the most prominent Tiger Cubs, hedge fund managers who once worked for legendary money man Julian Robertson’s Tiger Management. Both of them had a rough start to 2014 and sold the bulk of

  2. Legal – Pershing Square sues U.S. over Fannie Mae and Freddie Mac, Elan investors sue SAC over insider-trading losses, Lawsuit loss by hedge fund is just a cost of doing business[more]

    Pershing Square sues U.S. over Fannie Mae and Freddie Mac From WSJ.com: William Ackman's Pershing Square Capital Management LP, which has taken sizable stakes in the common shares of Fannie Mae and Freddie Mac, filed a lawsuit Thursday against the U.S. government challenging its bailout

  3. Private equity follows hedge funds into reinsurance for long-term capital[more]

    From Artemis.bm: It’s not just hedge funds that are entering the insurance and reinsurance market in search of so-called long-term capital to put to work in their strategies, private equity firms targeting the space are also seeking opportunities to add assets under management. The entry of large pr

  4. North America – New York City’s next hot neighborhoods targeted with property funds[more]

    From Bloomberg.com: New York’s real estate world is filled with tales of ordinary people who bought property decades ago and saw values skyrocket to the millions. Seth Weissman is seeking investors to get in early on the next hot neighborhoods. The veteran of Goldman Sachs Group Inc. and hedge

  5. Investing – George Soros bets $2bn on stock market collapse, Warren Buffett's Berkshire reveals Charter stake, cuts DirecTV, Hedge funds lusting to cash out of MGM, Top hedge fund managers are buying Ally Financial, Hedge funds dumped 5m Herbalife shares in Q2, Paulson & Co hedge fund ups Puerto Rico real estate bet, Netflix Inc., Citigroup Inc, Google Inc are top new picks in Tiger Management’s 13F[more]

    George Soros bets $2bn on stock market collapse From Newsmax.com: Billionaire investor George Soros has increased his financial bet that U.S. stocks will collapse to more than $2 billion. The legendary hedge fund manager has been raising his negative bet on the Standard & Poor's 500 Inde