Fri, Oct 2, 2026
A A A
Welcome Guest
Free Trial RSS pod
Get FREE trial access to our award winning publications
Alternative Market Briefing

Fund of funds still finding returns in risk-on/risk-off environment

Friday, July 13, 2012

amb
Ernesto Prado
Bailey McCann, Opalesque, New York:

Fund of funds are still able to find returns despite the current high volatility, risk-on/risk-off environment. Ernesto Prado is Chief Investment Officer and Partner at Ayaltis AG discusses these opportunities in a recent interview with Sona Blessing for Opalesque Radio.

Prado has a background working at Fidelity Investments in Boston and Salomon Brothers in New York and London in their Fixed Income Derivatives Group. In 1998 he restructured Salomon's LTCM fixed income derivative portfolio in extremely volatile conditions. Since then he has been working with investors at Ayaltis AG focusing on ways to find returns in this unique market environment.

"To put things in context, it is a very interesting time to verify a manger and diversify a portfolio to withstand the type of volatile market we have right now," Prado explains. He notes that in order to capture the returns he has so far, he had to have a very clear macro market picture and understand what was happening within the broader geopolitical sphere. Otherwise, he would have been in the same boat as other fund of funds that have had to traverse the choppy equity markets without a broader, macro understanding of market forces.

"Both the US and the EU are overly indebted, but the difference is that the EU is poorly structured and we structured our portfolio within that underst......................

To view our full article Click here

Previous Opalesque Exclusives                                  
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Other Voices: Nvidia extraordinary growth and the challenge of sustaining demanding valuations over time[more]

    Antonio Di Giacomo, Senior Market Analyst at XS.com, writes: Nvidia has established itself as one of the most extraordinary growth companies in the global technology sector. Over the past two fiscal years, its revenues have risen from levels close to $60 billion annually to well above $120 billi

  2. Opalesque Exclusive: Private Markets Evergreen Funds - An Insider's View[more]

    Matthias Knab, Opalesque for New Managers: Private Markets Evergreen Funds: What Investors Need to Know Before They Dive In The democratization of private markets is well underway. Structural barriers t

  3. KRX chief courts CalPERS for bigger bet on Korea[more]

    Korea Exchange Chairman and CEO Jeong Eun-bo held talks with California Public Employees' Retirement System, or CalPERS, to promote greater investment in South Korea's capital markets, the bourse operator announced Wednesday. Jeong met with CalPERS Chief Investment Officer Stephen Gilmore.

  4. 755 Unicorns, $8 Trillion: Fifth Era maps the autonomous digital economy[more]

    Matthias Knab, Opalesque for New Managers: Fifth Era Partners, a specialized asset manager focused on the convergence of Internet, AI/Agentic and Blockchain technologies, has released the findings of its 13th Bia

  5. Opalesque Exclusive: Governance, Scale, and Boutique Resilience in a Consolidating Hedge Fund Industry[more]

    Matthias Knab, Opalesque for New Managers: The hedge fund industry has undergone significant consolidation in recent years, with capital increasingly concentrated among large multi-strategy platforms. Yet boutique m