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From Kirsten Bischoff, Opalesque New York:
The number of hedge fund launches are picking up and Miami-based Noctua Partners recently announced the launch of the Alto Global Fund, a global macro fund with a focus in emerging markets. Noctua, which has been investing the strategy through managed accounts for clients, will launch the fund in September, boosting the firm’s assets under management to approximately $100m.
Luis Caputo, former head of emerging markets at Deutsche Bank and JP Morgan, will manage the fund. The global macro approach will allow the team to invest in long and short positions through a wide variety of instruments across credit, currencies, equities, interest rates and commodities. Opalesque had an opportunity to speak with Noctua Partners founder Martin Guyot about the launch of the fund as well as the team’s global macro view of emerging markets.
A reconfiguring of G7 and emerging market countries
While Caputo will be based in Buenos Aires and Guyot in Miami, Florida the focus of the strategy is on global emerging markets. “In our view we are going through a process where the differentiation between the G7 and the emerging markets is breaking,” Guyot explains. “We are witnessing a reclassification, and some countries, previously considered Emerging Markets are going to be considered among the top quality in...................... To view our full article Click here
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