Opalesque Exclusive: U.S. concentrated hedge fund details best ideas... [more]B. G., Opalesque Geneva for New Managers: Honest Partners, a San Francisco-based concentrated, long-term, long-biased fund that invests in high-quality North American small and mid-cap equities, returned 5.6% (net)
Asia Alternatives raises $2bn for new vehicles... [more]Laxman Pai, Opalesque Asia: Asian private equity fund-of-funds Asia Alternatives has announced the final close of US$2 billion in new commitments across Asia Alternatives Capital Partners VI (AACP VI) and several fund vehicles.
The Funds are focused on building a diversified Asia private equit
North America dominates the family office market with more than 92,000 wealthy individuals... [more]Laxman Pai, Opalesque Asia: North America holds nearly two-thirds of family offices globally, where investments are made through Single Family Office (SFO) and Multi-Family Office (MFO), said a study.
North America dominates the family office market with more than 92,000 wealthy individuals. T
Strategas launches two active funds after institutional clients express interest... [more]Laxman Pai, Opalesque Asia: Strategas Asset Management, the investment advisory arm of Strategas, announced the launch of two new actively managed ETFs, following the interest from its institutional investor clients, said CEO Nicholas Bohnsack.
The Strategas Macro Thematic Opportunities ETF
Allianz doubles down on alternatives after hedge fund blowup... [more]From Bloomberg: Allianz SE's new head of asset management plans to push further into alternative asset classes and continue its focus on active fund management, even after the implosion of a hedge fund strategy in the U.S. left the German insurer mired in potentially expensive lawsuits.
Speaking
How a hedge fund is moving beyond its charismatic founder... [more]From Institutional Investor: The hedge fund firm founded by George Weiss 40 years ago is the getting an overhaul. Weiss Multi-Strategy Advisers, with $4 billion in assets, is formally rebranding around its "human plus machine" approach to investment decisions, all-out transparency, and footprint in
Miami 'Hedge Fund Week" offers a financial vibe check on 2022 and beyond... [more]From Market Watch: In the evening light of a catered party around a pool at a golf resort, a young man in a tracksuit walks around pitching a blockchain play that involves "an asset that isn't crypto," while an older guy in a natty blazer asks two dudes in fleece vests why he would ever put money in
Commodity: Investors pile into gold, seeking safety from market, geopolitical turbulence... [more]From WSJ: One asset holding up through the early 2022 market turmoil: gold. Rising geopolitical tensions in Europe and a slide in major U.S. stock indexes has sent investors rushing into the haven metal.
On Friday, they poured a record net $1.6 billion into SPDR Gold Shares , the world's larges
U.S.: Citadel Securities: how the Wall Street outsider became 'the Amazon of financial markets'... [more]From FT: It was in the late 1980s that Ken Griffin set his sights on what Citadel Securities would eventually become. An early trade with Susquehanna Investment Group paid out less than the young Griffin was expecting.
One version of the story has him sitting on the telephone in his Harvard dor
MENA: One of biggest-ever tech funds wins backing of UAE royal's firm... [more]From Bloomberg: A United Arab Emirates investment firm linked to an influential member of Abu Dhabi's ruling family has emerged as a backer of one of the largest funds in venture capital history, joining forces with New York-based Alpha Wave to deploy $10 billion with a focus on India.
Chimera C
Study: The growing OCIO industry intensifies market competition for managers and consultants... [more]From Institutional Investor: Fueled by increased investment complexity and easier hiring processes, the global OCIO industry grew to $2.49 trillion in 2021. Once a niche subsector, the outsourced chief investment officer industry is now the fastest-growing segment in asset management, according to a
Regulatory: The SEC is bearing down on private equity. Blame public pensions... [more]From Institutional Investor: Public pension plans, which supply over 35 percent of the capital to private equity firms, have shaped the operations of the industry - and how it's regulated.
In a new paper, William Clayton, an associate professor of law at Brigham Young University's J. Reuben Cla
Activists: Activist Macellum asks for a seat on Kohl's board and for a commitment to explore a sale... [more]From CNBC: Activist hedge fund Macellum Advisors has been asking Kohl's to consider selling itself. With Kohl's confirming parties have expressed interest in an acquisition, Macellum said it wants at least one seat on the retailer's board.
Macellum, which owns roughly 5% of Kohl's stock, said th
News Briefs: Waystone Group acquires KB Associates... [more]KB Associates (KBA), a professional services firm specialising in the provision of management company, governance, regulatory and related consulting services to the asset management industry, is pleased to announce that, subject to regulatory approval, it has reached an agreement to join the Waysto
And, finally: When Pigs Swim... [more]From KITV: Veteran surfer Ingrid Seiple was catching a wave on Dec. 18 off Oahu, Hawaii, when she saw something floating like a log in the water, KITV reported.
She at first thought it was a Hawaiian monk seal, but, she said, "That's when I realized it was a pig, and it saw me. It started swimm
In this issue we have included three in-depth features with leading fund managers and investors. We start with "Alpha in Africa", where Andre Steyn, a Cape Town based manager I have been following since 2011 who also gained global recognition as "Africa's leading short-seller", describes Africa's multidecade growth story and how "global investor apathy" leaves this outstanding investment
Opalesque has been publishing Technical Research (chart analysis) since April 2006. Opalesque Technical Research offers technical chart analysis with a global perspective on all major markets, including Equity Indices, Fixed Income, Currencies, and Commodities.
Opalesque Technical Research is unique compared to most available research which is fundamental in nature, and not technically (chart) oriented. In addition, most current available research is mainly equity based, and not global in nature.
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