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Alternative Market Briefing Weekly

Opalesque Roundup: US-Iran conflict threw hedge funds in the UAE into contingency mode

Saturday, March 07, 2026

A week defined by geopolitical shock and financial stress. The escalation of the US-Iran conflict threw hedge funds in the UAE into contingency mode, unravelled crowded emerging market positions built up over months, and exposed the fragility of the classic 60/40 portfolio. Elliott Management cemented its position as the most consequential activist force in global markets, Citadel and Quantedge led February performance, and private credit faced its most concentrated week of negative headlines since the easy-money era ended.

Opalesque Original Reporting

New Launch | March 2, 2026 ARR Investment Partners Launches Cayman Long/Short Fund London-based ARR Investment Partners, a USD 60 million investment adviser founded in 2015, has launched a Cayman-domiciled Global Long/Short Equity Fund, expanding a strategy whose flagship program was up 11% through the end of January. Reported by Bailey McCann for Opalesque New York, the launch has drawn strong institutional backing including Fasanara Open Quant Fund via a separately managed account, with several other institutional investors also committed through SMAs.

The strategy is led by Christian Putz, CEO and Founder, who brings two decades of equity investing experience from Man Group and Kazimir Partners. ARR takes a quantmental approach across a universe of 7,000 global stocks, screening for four core themes: rebounders, dynamic profit growth, bubble stocks and structural losers. Risk is managed through a combination of managed futures, ETFs and position sizing. The new Cayman vehicle makes the same strategy available in a commingled fund structure for institutions and family offices who prefer it to the existing SMA format......................

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