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2019 - Click on a date in left column to access the Briefings. HELPCENTER
2018  
21 Jun. 2019 Opalesque most forwarded article - week 25: New Launches Hedge fund Cheyne raises $1.12bn for stressed loan fund, Private equity groups prepare to unleash mega funds, TCV, Warburg veterans launch new growth equity firm Farview, Carlyle closes European real estate fund at $604m, Consumer brand-focused H Ventures registering two new funds, Catalys Pacific targets $100m for first VC healthcare fund [more]

Hedge fund Cheyne raises $1.12bn for stressed loan fund From FT: London-based hedge fund Cheyne Capital has raised €1bn ($1.12bn) for a new fund that will aim to profit from European banks selling down their loan portfolios to meet new accounting and regulatory standards. The Cheyne European Strategic Value Credit fund, run by Anthony Robertson, w...

14 Jun. 2019 Opalesque most forwarded article - week 24: Institutional Investors Texas Teachers commits $1.6bn to 7 alternative funds, Alaska Permanent sets $2.9 billion in alternatives allocations for fiscal year 2020, How Texas Teachers sizes up startup managers, Infrastructure investing 'evolution not revolution' for CalSTRS, official says, Institutions piling into infrastructure across N. America, Saudi investment fund PIF 'has $300bn in assets and counting' [more]

Texas Teachers commits $1.6bn to 7 alternative funds From PIonline.com: Texas Teacher Retirement System, Austin, committed $1.6 billion in May to seven alternative investment strategies, all managed by existing money managers, a transaction report showed. The largest allocation - $800 million - was from the $145.4 billion fund's real assets portfolio ...

07 Jun. 2019 Opalesque most forwarded article - week 23: Study shows alignment between seeders and hedge fund managers is improving [more]

B. G., Opalesque Geneva for New Managers: US law firm Seward & Kissel has just published its Seed Transaction Deal Points study. The study shows that, in seed d...

31 May. 2019 Opalesque most forwarded article - week 22: New Launches Lioness Capital seeks to defy the odds as hedge funds struggle, Accel-KKR to raise $2.55bn for sixth fund, Värde Partners pulls in $633m for Fund XIII, UnityPoint Health launches $100m venture fund to invest in early-stage growth startups, MaC Venture Capital to raise $100m early-stage venture capital fund, Boutique seed investor Fika Ventures has raised $76m for its sophomore investment fund, Chicago Ventures raising $75m fund [more]

Lioness Capital seeks to defy the odds as hedge funds struggle From Bloomberg: A one-time adviser to hedge funds is now getting in on the act, joining several women opening their own firms this year. Asli Ay is starting a hedge fund focused on political and policy-related events after a career of providing insights on how government actions can impact invest...

24 May. 2019 Opalesque most forwarded article - week 21: Investing Hotshot active fund managers will soon have a way to play the ETF game, US hedge fund Coatue may lead $120m funding in Faasos parent, David Tepper's Appaloosa sharply boosts bet on U.S. stocks, 3 big-name pot stocks money managers dumped in the first quarter, Secretive investment firm Lone Pine Capital is quietly minting tech unicorns in Seattle, Hedge fund Marshall Wace is a secret winner in the Amazon-led $575m funding round for food-delivery company Deliveroo [more]

Hotshot active fund managers will soon have a way to play the ETF game From CNBC: ActiveShares, a product built by financial innovation firm Precidian Investments, received an SEC nod that its so-called nontransparent ETFs should be approved. A marked break from the norm, nontransparent ETFs would mask the underlying securities, a key hang-up that's kept active ...

17 May. 2019 Opalesque most forwarded article - week 20: People Hedge funds raid BNP's shuttered prop desk amid talent race [more]

From Bloomberg: BNP Paribas SA's closure of its proprietary-trading desk has triggered a hiring frenzy for the world's biggest hedge funds. Citadel has recruited Mathieu Gaveau, who was head of rates at BNP's Opera Trading Capital division until it was shut down in January. Paolo Nicolosi, a senior foreign-exchange trader at the unit, has joined Brevan Howard Asset Manage...

10 May. 2019 Opalesque most forwarded article - week 19: Redemptions hit quant king AQR in performance slump [more]

From Financial News: AQR Capital Management, one of the biggest quantitative fund managers, is undergoing a prolonged performance downturn that has led to investors withdrawing increasing amounts in 2019. The Connecticut-based firm, which manages both hedge funds and mainstream long-only funds, had a difficult 2018; fewer than half of its 41 mutual funds delivered positive returns in wh...

03 May. 2019 Opalesque most forwarded article - week 18: Cryptocurrency thefts, scams, and fraud top $1.2bn in Q1 [more]

Laxman Pai, Opalesque Asia: Crypto criminals and fraudsters stole more than $1.2 bn through cryptocurrency thefts, scams, and fraud in the first quarter of 2019, a report revealed. Criminals stole more than $356m from exchanges and infrastructure during this period, according to a report by cryptocurrency security firm CipherTrace. Among these losses, exit scams-which ...

26 Apr. 2019 Opalesque most forwarded article - week 17: News Briefs DE Shaw to revert to '3 and 30' model as cost pressures bite, Lyft's IPO disaster is good news for tech IPOs, Jones Zafari group The 'virtual family office' comes of age, The rise of 'super carry' unsettles private equity investors [more]

DE Shaw to revert to '3 and 30' model as cost pressures bite From FT: DE Shaw is ratcheting up the cost of its flagship $14bn hedge fund despite falling fees across the asset management industry, highlighting the still-ravenous demand enjoyed by top quantitative investment groups. The hedge fund industry has come under pressure to cut fees, aft...

19 Apr. 2019 Opalesque most forwarded article - week 16: Institutional Investors Here's how much public pensions are in the hole by per U.S. resident, Swedish pension giant awards $1.5bn PE mandate, CalSTRS on lookout for private equity investment consultants, Baltimore Fire & Police commits to LaSalle value-added real estate fund, US, European institutional investors plan to pile into China's capital markets, survey finds [more]

Here's how much public pensions are in the hole by per U.S. resident From Value Walk: A lthough some government agencies have demonstrated a desire to deal with the pension crisis, the problem of unfunded liabilities continues to get worse year after year. A new report pegs U.S. public pensions' unfunded liabilities at nearly $6 trillion as of 2018. That amou...

12 Apr. 2019 Opalesque most forwarded article - week 15: Hedge fund Renaissance pulls back on hunt for market trends [more]

From FT: Renaissance Technologies, one of the world's most influential and secretive hedge fund firms, has sharply cut back its use of strategies that bet on patterns in futures markets, a big sign of such strategies' waning popularity. US-based Renaissance, founded by former cold war codebreaker Jim Simons and with about $60bn in assets, reduced its use of such strategies in ...

05 Apr. 2019 Opalesque most forwarded article - week 14: Investors should rethink automatic portfolio rebalancing, study says [more]

Bailey McCann, Opalesque New York: Can automatic rebalancing end up doing investor portfolios more harm than good? A new study from Man Group suggests that automatic rebalancing can mean that investors sell out of profitable investments at exactly the wrong time. "Rebalancing is an active strategy that can actually end up making the impact of drawdowns on a portfolio worse...

29 Mar. 2019 Opalesque most forwarded article - week 13: Caymans' AML requirements still a bit up in the air [more]

B. G., Opalesque Geneva: The Cayman Islands' anti-money laundering (AML) requirements are still a bit up in the air, according to Bill Prew, CEO/founder at Indos Financial. Even though all open-ended, Cayman-domiciled hedge funds had to appoint three AML officers by September, there are still grey areas in such ...

22 Mar. 2019 Opalesque most forwarded article - week 12: Half of real estate investors are considering investing in opportunity zone funds (OZFs) in 2019 [more]

Laxman Pai, Opalesque Asia: A survey found that 51% of real estate investors were considering investing in opportunity zone funds (OZFs) in 2019, while a further 12% are interested in the longer term. A less widely publicized part of the 2017 Tax Cuts and Jobs Act in the US was the creation of 8,700 "opportunity zones" - distressed areas in which capital gains tax on...

15 Mar. 2019 Opalesque most forwarded article - week 11: Legal Showtime wants Wall Street performance coach's copyright suit against 'billions' creator thrown out [more]

From Dadline: Showtime has filed a motion to dismiss the lawsuit filed against it, Billions creator Andrew Ross Sorkin and others by a Wall Street performance coach who claims to be the inspiration for a key character on the drama series. Denise Shull, who wrote the 2012 nonfiction book Market Mind Games, filed a copyright infringement suit in January claiming that the defendants "r...

08 Mar. 2019 Opalesque most forwarded article - week 10: Tikehau Capital doubles AUM in two years, expands to New York [more]

Bailey McCann, Opalesque New York: Paris-based Tikehau Capital reported total AUM of over €22bn as of Dec. 31, 2018 - more than doubling its AUM within two years. The alternative asset manager focuses on private debt, real estate, private equity and liquid strategies. Tikehau, had set a goal of €21bn of asset under management by this point, but the firm says it was bolstered by ...

01 Mar. 2019 Opalesque most forwarded article - week 9: Institutional Investors Indiana Public Retirement allocates $507m to 7 managers, Washington State Investment Board pumps another $1.8bn into alternatives, South Carolina commits $400m to 3 managers, Finland set to merge municipal and private pension systems [more]

Indiana Public Retirement allocates $507m to 7 managers From PIonline.com: Indiana Public Retirement System, Indianapolis, announced commitments and investments totaling $507 million to nine alternative investment strategies run by seven managers from the system's $28.7 billion defined benefit plan. Investment officers of the fund, who have investment di...

22 Feb. 2019 Opalesque most forwarded article - week 8: Performance This small Austin based hedge fund founded by a successful Polish entrepreneur is beating market by recognizing growing moats [more]

From Value Walk: Lukasz Tomicki, the founder of Austin, TX-based LRT Capital, had a life-changing moment after he achieved a degree of success. This led him into the hedge fund business where his emerging strategy has outperformed the major stock and hedge fund indices, he told ValueWalk. How the fund outperforms "the markets" speaks to recognizing a long term trend in growing a "mo...

15 Feb. 2019 Opalesque most forwarded article - week 7: New Launches Royal London launches new Greetham fund, Direct lending specialist unveils multi-manager credit fund, PeakSpan Capital announces final close for Fund II on $265m, Mubadala's venture capital unit to launch $400m European fund, Lazard offers Scandinavian bond fund [more]

Royal London launches new Greetham fund From FT Adviser: Royal London's Multi Asset Strategies is the latest fund to be launched for Trevor Greetham and his eight-strong multi-asset team. It targets annualised total returns of cash, defined as the Sterling Overnight Index Average, plus 4 per cent over five-year rolling periods - aiming to capture marke...

08 Feb. 2019 Opalesque most forwarded article - week 6: UK hedge funds to prepare their senior managers for new regulatory regime [more]

B. G., Opalesque Geneva: Sani Jackson, London-based director at Optima Partners, a global regulatory compliance and risk management firm, warns UK-based fund managers of some (non-Brexit related) regulatory issues they cannot ignore this year. The UK FCA's ...

01 Feb. 2019 Opalesque most forwarded article - week 5: New Launches New hedge fund launches slowed 2019, An Ex-Nomura trader starts hedge fund at Tencent-backed firm, Lowes launches structured investment strategies fund, Kindred Ventures launches maiden fundraise with eyes on $50m, China's CITIC Capital to raise $2bn investment fund, Greenline Ventures launches second innovative fund [more]

New hedge fund launches slowed 2019 From Business Insider: Becoming a hedge-fund manager in 2019 is harder than ever before. Increased costs for technology, data, and compliance staff, along with tougher regulatory standards, have made it more challenging to launch a fund without a strong pedigree or a big-name supporter. These pressures are coupled with continued d...

25 Jan. 2019 Opalesque most forwarded article - week 4: Opinion Can you beat Warren Buffett's investment returns using data? [more]

From Seeking Aplha: The ideal hedge fund portfolio would use leverage to take a variety of uncorrelated risks that all cancel each other out, leaving the fund with little to no net exposure. For example, if you could invest in enough items with no correlation to the business cycle, like earthquake bonds and reinsurance, your return increases linearly, but your risk only increases logarit...

18 Jan. 2019 Opalesque most forwarded article - week 3: Institutional Investors Institutional investors plot large property allocations, Qatar Investment Authority aims to reach $45bn in U.S. investments, Louisiana Teachers assigns $200m, SoftBank move to slash WeWork investment sends shockwaves [more]

Institutional investors plot large property allocations From FT: Institutional investors plan to make large allocations to property in 2019, taking them closer to their desired targets. At least €72.4bn of new capital is expected to flow into real estate this year, according to a survey of 144 institutional investors and 10 fund of fund managers, con...

11 Jan. 2019 Opalesque most forwarded article - week 2: Gundlach's Forecast for 2019 [more]

Jeffrey Gundlach said that 2019 will mark the start of a period when bond markets must recon with the rising federal deficit. In his most passionate comments ever on this topic, he said the exploding national debt and liabilities involving pension funds, state and local government governments and Social Security have reached a stage that is "totally unthinkable." Gundlach is th...

2018  

 

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  • Top Tracked
  • Top Searched
  1. New Launches: Hedge fund Cheyne raises $1.12bn for stressed loan fund, Private equity groups prepare to unleash mega funds, TCV, Warburg veterans launch new growth equity firm Farview, Carlyle closes European real estate fund at $604m, Consumer brand-focused H Ventures registering two new funds, Catalys Pacific targets $100m for first VC healthcare fund[more]

    Hedge fund Cheyne raises $1.12bn for stressed loan fund From FT: London-based hedge fund Cheyne Capital has raised €1bn ($1.12bn) for a new fund that will aim to profit from European banks selling down their loan portfolios to meet new accounting and regulatory standards. The

  2. PE/VC: The myth of private equity: Funds struggle to beat the market[more]

    From Guru Focus: Private equity is a glitzy industry, but does it actually beat the market? The data suggests it does not. In an October 2018 episode of "Talks at Google," former fund manager and academic Jeffrey Hooke explained why the sheen has come off of private equity in the last decade. A

  3. News Briefs: Fixing the Sharpe ratio: A machine learning approach, Sotheby's snapped up by French tycoon Drahi for $3.7bn, SALT announces its signature global thought leadership conference in Abu Dhabi, UAE[more]

    Fixing the Sharpe ratio: A machine learning approach From All About Alpha: The Sharpe ratio has long served as a simple but important item in the due diligence tool kit. Formulated by William F. Sharpe in 1966 and first called the "reward to variability" ratio, the number arises from a

  4. New Launches: Private-equity firms are raising bigger and bigger funds. They often don't deliver, Adams Street Partners closes sixth global secondary fund at $1.05bn, Cathay Capital's venture affiliate seeks $560m for latest fund, Kempen raises $134m in second closing for latest fund, Amethis hard-closes Pan-African fund after surpassing $336m target, Access Capital hits $461m first close for European FoF[more]

    Private-equity firms are raising bigger and bigger funds. They often don't deliver. Blackstone Group is in the final stretch of raising what would be the largest private-equity fund ever. Big funds, however, don't necessarily translate into big returns. The private-equity gia

  5. Investing: Paul Tudor Jones likely made a killing off a timely call last week to buy gold and stocks, Equity-market cycle should continue, with spikes in volatility[more]

    Paul Tudor Jones likely made a killing off a timely call last week to buy gold and stocks From Market Watch: Billionaire investor Paul Tudor Jones must be rolling in bullion right now. The famed hedge-fund investor made a notable call last week, citing a cocktail of a dovish Federal Res