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Alternative Market Briefing Weekly

Hedge fund gurus show bear stance during Sohn conference, SALT conference: hedge fund news, week 19
Saturday, May 11, 2013

Hedge fund industry leaders gathered in Las Vegas for Skybridge’s SALT conference this week, during which Ingrid Pierce of Walkers law firm talked to Opalesque about hedge fund launch trends; hedge fund manager Josh Birnbaum said he believes in a housing recovery, and that the macro trade today is not as good as it was.

Stanley Druckenmiller said the supply and demand situation in commodities is deadly and recommended shorting "commodity currencies" during the Sohn conference in New York, BusinessInsider reported; many of the investment gurus speaking at the conference warned of tougher times ahead; energy stocks came up as top ideas several times; and David Einhorn advised his fellow investors to “do your own homework” (it was reported elsewhere that Einhorn’s Greenlight Capital had increased its exposure in Apple, and had closed its longstanding “short” position in bond insurer MBIA ).

In the week ending May 10, 2013, ex ResCap head Thomas Marano was said to be mulling the launch of a mortgage hedge fund or REIT; Peak6 Investments LP's asset management unit raised $1bn for a new hedge fund; Italian multi-manager specialist Kairos Partners is set to launch two Alternative UCITS strategies focusing on global bonds and inflation; and ex-Soros manager Dai Jixin plans to start a new hedge fund in Hong Kong.

Cantab Capital Partners, the systematic global macro manager, announced that it is closing its CC......................

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