Today's Exclusives

• Opalesque TV: Where patient capital is a clear behavioural edge [more]

  B. G., Opalesque Geneva for New Managers: How can a long-term equity investment approach be differentiated? According to Tollymore Investment Partners, a sensible long-term, business owner investment philosophy is o

• Artificial intelligence to add $15tn to the global economy by 2030 [more]

  Laxman Pai, Opalesque Asia: Artificial intelligence (AI) will contribute as much as $15.7 trillion to the world economy by 2030, according to a PwC report. That's more than the current combined output of China and India. Of this, $6.6 trillion is likely to come from increased productivity and

• Align Capital Partners races to a $450m hard cap close of its private equity fund [more]

  Laxman Pai, Opalesque Asia: US-based private equity firm Align Capital Partners (ACP) has announced closing its second investment fund at $450 million, 12.5% higher than its target size of $400 million. ACP began raising the fund - featuring Align Capital Partners Fund II LP and Align Capital

• Greencoat Capital rakes in $358m for green energy fund [more]

  Laxman Pai, Opalesque Asia: Infra investor Greencoat Capital has raked in £277m ($358m) of capital commitments for its new Greencoat Renewable Income (GRI) fund. Brunel Pension Partnership, Bristol, England, and the Superannuation Arrangements of the University of London, known as SAUL, jointl

Today's Other Voices

• Other Voices: Pandemic response: Coronavirus & business continuity planning [more]

  By Eze Castle Integration: With the recent outbreak of coronavirus, businesses and alternative investment firms are enacting pandemic response plans in an effort to keep their day-to-day operations running smoothly and without major disruptions due to staffing issues. According to the World Health O

More Exclusives

• 18. Feb. | Opalesque Exclusive: Optima A.M. bets on healthcare and biotech innovations with long/short strategy [more]

  B. G., Opalesque Geneva: Optima Asset Management has just launched the Optima Healthcare and Biotechnology strategy, which will be managed by five portfolio managers

• 17. Feb. | Opalesque Roundup: Meet the 5 hedge fund managers who took home more than $1n last year: hedge fund news, week 07 [more]

  In the week ending February 14th 2020, Bloomberg reported that the top 15 hedge fund managers collectively earned $12 billion in 2019, with the top five taking in more than $1 billion each: Chris Hohn, Jim Simons, Ken Griffin, Steve Cohen and Chase Coleman. However, after a four-month winning run

• 14. Feb. | Opalesque Exclusive: Baron Hans-Willem van Tuyll, a pillar in the alternative investment industry, has died [more]

  Matthias Knab, Opalesque: It is with great sadness that we have received the news that Hans-Willem Reinier Baron van Tuyll van Serooskerken, heer van Vleuten, Knight in the order of Oranje-Nassau, has deceased 11 February 2020 in Nyon, Switzerland. He was born 27 June 1938 in The Hague, the Neth

• 13. Feb. | Opalesque Exclusive: Proxy Renewable Long / Short Energy Fund outperforms, more than doubles AUM in 2019 [more]

  Bailey McCann, Opalesque New York for New Managers: Swedish energy-focused asset manager Proxy P Management AB has more than doubled its AUM in one year as a result of significant outperformance in its long/short re

• 12. Feb. | Opalesque Exclusive: Ranjan Bhaduri's Bodhi Research Group expands to New York [more]

  Matthias Knab, Opalesque: Based in New York City, Kalina Berova, CFA, joined Bodhi Research Group as a Visiting Researcher in Q4, 2019. Kalina is the third person to formally join the firm in this important role. By mirroring the university model, the Visiting Researcher Program involves global

• 10. Feb. | Opalesque Roundup: Global alternative AUM on track to hit $14tn by 2023: hedge fund news, week 06 [more]

  In the week ending February 07th 2020, a new report showed that global alternative assets under management topped $10 trillion as of June 30 and are on track to exceed $1

• 06. Feb. | Opalesque Exclusive: Carbon Cap's World Carbon Fund wins Amsterdam AIF Factor prize [more]

  Matthias Knab, Opalesque for New Managers: The 9th ABN AMRO Amsterdam Investor Forum (AIF) organized by ABN AMRO Clearing on Feb. 5th 2020 saw once more five alternative investment funds competing to deliver the &qu

• 05. Feb. | Opalesque Exclusive: Infusive Asset Management generates alpha by trading on joy [more]

  Bailey McCann, Opalesque New York: Can you run a portfolio based on joy? Infusive, an asset manager with offices in New York and London, says yes. The firm manages a UCITS fund that invests in products that elicit joy in consumers. According to Infusive, emotionally driven consumption creates ine

• 03. Feb. | Opalesque Exclusive: Frifeldt Investment Council launches family of hedge fund strategies [more]

  Bailey McCann, Opalesque New York for New Managers: Spring Lake, Michigan-based Frifeldt Investment Council has launched three strategies based on portfolio manager Keith Frifeldt's approach to relative value. Frif

• 03. Feb. | Opalesque Exclusive: Cindicator Capital launches digital assets quant fund [more]

  Bailey McCann, Opalesque New York: Cindicator Capital has launched a new multi-strategy fund focused on cryptocurrencies and digital assets. Cindicator relies on a hybrid quantitative approach that combines human predictions with machine learning algorithms. The fund's technology uses predict

• 03. Feb. | Opalesque Roundup: UBS says hedge funds reputation intact despite $98bn pulled by investors: hedge fund news, week 05 [more]

  In the week ending January 31th 2020, UBS analysts have argued that this does not indicate waning popularity, despite investors withdrew a net $98 billion from hedge funds in 2019, the largest outflows in three years. "Don't write off hedge funds just yet," - that's the message from UBS which says

• 30. Jan. | Opalesque Exclusive: A new report offers due diligence framework for sustainable investing [more]

  Bailey McCann, Opalesque New York: A new report from the Money Management Institute (MMI) and The Investment Integration Project (TIIP) in cooperation with Thornburg Investment Management offers a due diligence framework for sustainable investments. The report is designed to help investment cons

• 29. Jan. | Opalesque Exclusive: The hedge fund of funds with 27 year track record that's actually enjoying inflows [more]

  Matthias Knab, Opalesque for New Managers: A conversation about outperformance and manager selection with Cedric Kohler, Head of Advisory at Geneva-based Fundana. Fundana was founded in Geneva,

• 29. Jan. | Opalesque Exclusive: New Geneva equity hedge fund prepares for coming bear markets [more]

  B. G., Opalesque Geneva for New Managers: Stouff Capital's Urizen fund, launched in September 2018, follows a quantamental strategy, that is, one that combines both a fundamental approach with a quantitative one

More Other Voices

• 12. Feb. 2020 | Other Voices: Evolution of shrinking hedge fund fees - what do investors and managers need to know? [more]

  By Don Steinbrugge, Founder and CEO, Agecroft Partners (DonSteinbrugge@agecroftpartners.com): Hedge funds fees remain under extreme pressure across the industry. This strong trend is driven by declining return expectations from investors, inc

• 11. Feb. 2020 | Other Voices: Proposed revisions to the Volcker rule [more]

  By: Lawrence Berkovich, John Hwang, Chris Jackson, Sheena Paul, Derek Poon, Nicholas Robinson, Bill Satchell, Ari Yannakogeorgos, Allen & Overy LLP On January 30, 2019, the Board of Governors of the Federal Reserve System, the Federal Deposit Insurance Corporation, the Office of the Comptroller

• 31. Jan. 2020 | Other Voices: OCIE publishes its 2020 examination priorities [more]

  By: Margaret (Peggy) Blake, Eric Love, Laura Pruitt, David Woodcock, Jones Day The U.S. Securities and Exchange Commission's Office of Compliance Inspections and Examinations issued its 2020 examination priorities. The Exam Priorities set forth a nonexhaustive list of key areas where OCIE i

• 23. Jan. 2020 | Other Voices: SFC issues guidance to private equity firms and family offices on licensing issues [more]

  By: Anne-Marie Godfrey, Akin Gump Strauss Hauer & Feld LLP In recent years, the Hong Kong Securities and Futures Commission (SFC) has increasingly focused on private equity funds' obligation to be licensed under the Securities and Futures Ordinance (SFO). In February 2019, the SFC's Licensing Ha

• 10. Jan. 2020 | Other Voices: PFIC: what U.S. investment funds should be particularly aware of and newly proposed regulations [more]

  By: Kris Hatch, Idan Netser, Fenwick & West LLP U.S.-based venture capital and other funds that invest in foreign companies must be careful to avoid the passive foreign investment company (PFIC) rules, which could substantially increase the tax owed on exit for U.S. taxpaying investors. U.S. per

• 27. Dec. 2019 | Other Voices: Final opportunity zone treasury regulations released [more]

  By: Russell Stein, Partridge Snow & Hahn LLP On Thursday, December 19th, the U.S. Department of Treasury released the long-awaited final Opportunity Zone Treasury Regulations. The Final Regulations and explanatory materials that span 544 pages, are quite extensive and give some needed clarity in

• 11. Dec. 2019 | Other Voices: Missing the mark: CFA hedge fund performance standards [more]

  By Donald A. Steinbrugge, CFA - CEO, Agecroft Partners: The CFA Institute has released and circulated the final version of its guidelines to improve performance standards in the hedge fund industry. They will go into effect on January 1, 2020. We strongly support the effort to create and implement p

• 26. Nov. 2019 | Other Voices: For alternative asset managers, the time for RPA is now [more]

  By: Martin Boyd, president of Capital Market Solutions for FIS Alternative asset managers are getting serious about embracing technology. Robotic process automation, machine learning and artificial intelligence - innovations I collectively refer to as emerging technology are having a moment in

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Sea Change Combined Indicators:

Monetary – Determined by US FOMC policy. Dovish, Neutral or Hawkish. Up to 10% long.

Fiscal – Determined by US Fiscal policy. Up to 10% long.

Timing – Long/Short off of wave count / Fibonacci projections. Short, neutral or long. 10% short, neutral or 10% long.

Based on Sea Change LT Indicator:

Global Equities: 30% long or 30% cash

US Small Caps: 10% long or 10% cash

Emerging Markets: 10% long or 10% cash

Technology: 0% - 10% long off of FAANG charts

Financials: 10% long or 10% cash off of XLF chart

Current Read:

Monetary Indicator: Long 10% DJ Industrials proxy

Fiscal Indicator: Long 10% Russell MidCap Growth proxy

Timing Long / Short Indicator: Short 10% NASDAQ 100

Global Equities – Long 30% Global Equities proxy

US Small Caps – Long 10% Russell 2000 proxy

Emerg. Mkts – Cash with 10% EM equity money

Technology – Long 10% FAANG proxy (XLK or levered ETF)

Financials – Long 10% Financials proxy (XLF or levered ETF)

Net 70% long exposure

Sea Change Opportunistic Indicator:

The current reading is 0.97. Waiting for next “buy” signal. When it does give us a “buy” signal, the idea is
to go “all in” with equity money.