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2018 - Click on a date in left column to access the Briefings. HELPCENTER
2017  
10 Aug. 2018 Opalesque most forwarded article - week 32: S&P Dow Jones Indices launches index family for Risk Parity Strategy [more]

Matthias Knab, Opalesque: S&P Dow Jones Indices today announced the launch of the S&P Risk Parity Indices, its first index family designed to replicate a multi-asset risk parity strategy. Delivering an alternative for market participants, the S&P Risk Parity Indices index portfolios are comprised of futures contracts of three asset classes - equity, fixed income and commodit...

03 Aug. 2018 Opalesque most forwarded article - week 31: As quant funds stumble, a new manager stands out [more]

Bailey McCann, Opalesque New York for New Managers: When Andrew Middlebrooks launched EIA All Weather Alpha Partners last year, he didn't fit the profile of a typical hedge fund manager. He opened his fund in Detroit, not New York, becoming the first minority-owned quantitativ...

27 Jul. 2018 Opalesque most forwarded article - week 30: Quant hedge funds lose their allure as performance sags [more]

From FT.com: Investor inflows to computer-powered "quantitative" hedge funds have halved this year to the most sluggish pace since 2009, after a spate of poor performance from many of the industry's biggest players. So-called "quants" use a wide array of approaches, from taking advantage of tiny arbitrage opportunities in stock markets to surfing trends in comm...

20 Jul. 2018 Opalesque most forwarded article - week 29: Blackstone, Goldman Sachs take minority stake in Francisco Partners [more]

Komfie Manalo, Opalesque Asia: Hedge fund managers Blackstone Alternative Asset Management and Goldman Sachs Asset Management (GSAM) took a minority stake in Francisco Partners, global private equity firm that specializes in i...

13 Jul. 2018 Opalesque most forwarded article - week 28: SWFs - Sovereign wealth funds start to cool on private equity [more]

From FT.com: Some sovereign wealth funds have started to trim their exposure to private equity because of growing fears that rising competition for assets will hurt returns, according to a new global study. While half of those surveyed said they had increased their allocation to the asset class over the past three years, 7 per cent said they had reduced it for the first time. Most of the...

06 Jul. 2018 Opalesque most forwarded article - week 27: Italian bonds lure buyer in shape of $1.6bn hedge fund [more]

From Bloomberg: Italy's sovereign bonds, the worst performers in the euro region this year, have found one ally as investors come to terms with the country's first populist government. A hedge fund which oversees about 1.4 billion euros ($1.6 billion) is betting that Italian securities will fare better than their German peers as concerns over the existence of the shared currency are over...

29 Jun. 2018 Opalesque most forwarded article - week 26: 6 of the newest trends in robo advisors [more]

From US News: Fintech robo advisors are blanketing the financial landscape. The robo advisory market is expected to reach between $2.2 trillion to $3.7 trillion in assets under management by 2020 and $16 trillion by 2025. Yet, robo advisors aren't a uniform investment management solution and vary among companies. The drivers for this financial explosion are investment strategies ...

22 Jun. 2018 Opalesque most forwarded article - week 25: British Empire Pershing's 23% discount 'unsustainable' [more]

From Citywire: The wide discount on Pershing Square Holdings (PSH) is 'unsustainable' and puts star hedge fund manager Bill Ackman under pressure, says British Empire (BTEM). Pershing is the third largest holding in the £850 million British Empire trust, managed by Joe Bauernfreund, which specialises in buying undervalued investment companies and family-run conglomerates. More:...

15 Jun. 2018 Opalesque most forwarded article - week 24: Lyxor recommends stockpicking strategies, L/S equity hedge funds well equipped for turbulent markets [more]

Matthias Knab, Opalesque: Market developments in May saw some trend reversals across the fixed income and commodity space. On the one hand, the unfolding of the Italian political crisis coincided with a rebound of U.S. Treasuries during the second half of May. On the other hand, the rising likelihood that OPEC and Russia will raise oil output under the pressure of the U.S. administration ...

08 Jun. 2018 Opalesque most forwarded article - week 23: Korea's NPS mulls doubling the pool of single hedge funds [more]

From Koreaninvestor.com: The National Pension Service (NPS) is studying investing in a single hedge fund and the Korea Investment Corporation (KIC) will switch towards small-sized, satellite portfolio managers away from large fund houses in pursuit of high alpha, said their senior officials. Korea Post is considering including an Asia-based hedge fund to its portfolio and doubling the poo...

01 Jun. 2018 Opalesque most forwarded article - week 22: Assets - Blackstone woos ultra-wealthy with tax-free hedge fund pitch, Scaramucci's fund nears $30m South Korean investment, Crypto's most devout believers are suffering a crisis of faith [more]

Blackstone woos ultra-wealthy with tax-free hedge fund pitch From Bloomberg.com: Blackstone Group LP has an enticing pitch for the ultra-wealthy: Invest in hedge funds and avoid paying taxes forever. The private-equity firm's Lombard International is leading the charge to promote exclusive insurance vehicles that can contain hedge fund investments. Lo...

25 May. 2018 Opalesque most forwarded article - week 21: Third Point to raise $400 million for SPAC, Farley to run it [more]

From Reuters.com: Daniel Loeb's hedge fund Third Point LLC plans to raise $400 million for a "blank check" company which will be run by outgoing stock market operator NYSE Group President Thomas Farley, according to a regulatory filing made on Tuesday. The new company, referred to on Wall Street as a special purpose acquisition company (SPAC), will be called Far Point Ac...

18 May. 2018 Opalesque most forwarded article - week 20: Investing - Hedge funds hike Smurfit Kappa positions amid takeover deal hopes, Hedge fund IBV Capital digs deep to unlock long-term value in a competitive market, Eisman of 'The Big Short' fame recommends shorting Deutsche Bank [more]

Hedge funds hike Smurfit Kappa positions amid takeover deal hopes From Irishtimes.com: Two US hedge funds, Davidson Kempner and York Capital, have accumulated a combined 4.74 per cent interest in cardboard box maker Smurfit Kappa using financial derivatives. It comes as many investors cling on to hopes that US peer International Paper (IP) will make a third bid for Sm...

11 May. 2018 Opalesque most forwarded article - week 19: News Briefs - Warren Buffett Target date funds aren't the way to go, Cambridge Analytica could be reborn under a different name [more]

Warren Buffett: Target date funds aren't the way to go Planning for retirement can be complicated and stressful. This is why target date funds - funds that are managed based on when you expect to retire - are so attractive. Over time, the balance of stocks, bonds and cash evolve automatically as retirement nears. Set it and forget it. But is investing really that...

04 May. 2018 Opalesque most forwarded article - week 18: New partnership audit rules spell changes for private funds [more]

By: Marc Finer, Murtha Cullina, LLP New partnership audit rules became effective for tax years beginning on or after January 1, 2018. These rules, which are designed to make it easier for the IRS to audit partnerships and collect additional tax liabilities relating to partnership operations, apply to all partnerships and limited liability companies taxed as partnerships (hereinafter, &qu...

20 Apr. 2018 Opalesque most forwarded article - week 16: Performance - Hedge funds suffer first back-to-back loss in two years, Netflix performance burns hedge fund short sellers, Macro hedge fund up 14.5% in first quarter sees dollar falling, Renaissance Technologies rebounds across hedge funds in March [more]

Hedge funds suffer first back-to-back loss in two years From Bloomberg.com: Hedge Fund returns sank for a second straight month in March, the first back-to-back loss since the first two months of 2016, as trade wars, tech-sector woes and a Fed rate hike dragged down the S&P 500 from its mid-month highs and hedge funds into the red for the year. Hedge F...

13 Apr. 2018 Opalesque most forwarded article - week 15: Investing - Sequoia takes Facebook stake as shares slide in data controversy, $1.4b hedge fund sees intact fundamentals for Facebook, Jim Cramer reveals some 'suggested hedge fund trades' amid the Trump tariffs [more]

Sequoia takes Facebook stake as shares slide in data controversy From Bloomberg.com: The $4.2 billion Sequoia Fund bought a small position in Facebook Inc. as the stock slid late in the first quarter, investment manager Ruane, Cunniff & Goldfarb told clients. "The recent controversy enabled us to purchase a very unusual business franchise riding several power...

06 Apr. 2018 Opalesque most forwarded article - week 14: Three technologies revolutionizing fund admin [more]

From Investordaily.com.au: There's no way around it; the fund administration space is ready for a major shake-up. Whether it's banks, hedge funds or venture capital organizations, fund and asset managers have traditionally been burdened with manual, antiquated, labor and time intensive processes that result in massive inefficiencies. Thankfully for fund administrators, new te...

30 Mar. 2018 Opalesque most forwarded article - week 13: Manager Profile - Inside the strange odyssey of hedge-fund king Eddie Lampert [more]

From Vanityfair.com: From Vanityfair.com: Few people on Wall Street are as polarizing as Eddie Lampert, the billionaire majority shareholder of Sears and Kmart. His friends say he is reticent, while his critics find him aloof. His pals talk about his very high standards, while some observers say he is condescending, overly critical, and disengaged. Some people praise his determination and persiste...

23 Mar. 2018 Opalesque most forwarded article - week 12: John Paulson, once the industry's largest hedge fund, to return some investors' money [more]

Komfie Manalo, Opalesque Asia: John Paulson is reported to be retuning some of his investors' money as a number of his hedge funds continue to suffer setbacks, reports Bloomberg, citing sources familiar with the matter. T...

16 Mar. 2018 Opalesque most forwarded article - week 11: Investing - Hedge funds amass big bets against world's leading advertisers, Investor Elliott Management buys tiny stake in Wipro [more]

Hedge funds amass big bets against world's leading advertisers From FT.com: Hedge funds have amassed bearish bets of more than $3bn against the world's largest advertising companies in an attempt to profit as the industry undergoes ongoing wrenching disruption and slowing growth. Funds including the UK's Marshall Wace and the US funds Lone Pine and Mave...

09 Mar. 2018 Opalesque most forwarded article - week 10: Performance - Hedge fund mojo is back with investor hopes at six-year high, These hedge funds produce the most consistently great results [more]

Hedge fund mojo is back with investor hopes at six-year high From Bloomberg.com: Hedge funds on the heels of a surprisingly strong performance in 2017 are raising hopes for an encore. Investors expect their managers to return 8.5 percent in 2018, according to a Credit Suisse Group AG survey. That's the most enthusiasm around the smart money since 2012, when globa...

02 Mar. 2018 Opalesque most forwarded article - week 9: Institutions - Sweden's AP6 doubles returns after portfolio revamp, AP3 tackles costs [more]

From IPE.com: Swedish national pension fund AP6 - which invests solely in private equity - reported a 12.3% overall return in 2017, almost twice the investment profit it had made the year before. The Gothenburg-based state pension buffer fund said the return on capital actually invested in private equity funds and unlisted companies reached a record high of 20.3% for 2017, up from 9.5%...

23 Feb. 2018 Opalesque most forwarded article - week 8: Art & Motion launches collectible car alternative investment vehicle [more]

Komfie Manalo, Opalesque Asia: Luxembourg-based Art & Motion has launched a new investment vehicle dedicated to vintage cars and exceptional high-quality vehicles as this collectible market has grown exponentially the turn of the century to become an asset class in its own right. Founded by Laurent Lef...

16 Feb. 2018 Opalesque most forwarded article - week 7: Chenavari, a $5.4bn hedge fund, told investors it thinks 'we could experience a similar pattern as the 1987 crash' [more]

From Businessinsider.com: A $5.4 billion hedge fund told clients markets could tumble just like they did in the 1987 crash. In a February 14 letter to clients, London-based Chenavari Investment Managers warned about current market conditions. From the letter (emphasis added): "Our view is that the market will experience a "systemic de-risking period". The recent weakness...

09 Feb. 2018 Opalesque most forwarded article - week 6: Investing - Hedge funds bet against some Italian banks on the rise, Short-sellers target Babcock in fears over Ministry of Defense spending [more]

Hedge funds bet against some Italian banks on the rise From Reuters.com: A group of hedge funds have stepped up bets against a string of Italian banks, taking a contrary stance against a sector and broader market on the rise ahead of an election which could yet rattle investors. The negative stance, shown in positioning data filed with the regulator, is at...

02 Feb. 2018 Opalesque most forwarded article - week 5: Investing - Global fund managers are long, unhedged and partying like it's 2019, Greenlight's Einhorn bets on Brighthouse, makes money on GM, RGS Energy moves up after Iroquois hedge fund discloses 6.3% stake [more]

Global fund managers are long, unhedged and partying like it's 2019 From Valuewalk.com: Global fund managers don't see an equity pullback in 2018 and expect the bull market to continue into 2019 according to Bank of America's latest Global Fund Manager Survey. The survey, which the bank conducts on a regular basis to gauge the sentiment of fund managers...

26 Jan. 2018 Opalesque most forwarded article - week 4: News Briefs - Steven Cohen doubles London office space ahead of comeback, Sector ARC Advisors wins Coquest 2017 CTA challenge [more]

Steven Cohen doubles London office space ahead of comeback Hedge fund billionaire Steven Cohen has doubled the floor space of his London office as the controversial figure prepares his highly-anticipated return to hedge fund investing. Cohen, who previously ran SAC Capital, one of the most successful hedge funds ever, has leased an extra 6,000 square feet of space in ...

19 Jan. 2018 Opalesque most forwarded article - week 3: FinTech - Miami bitcoin conference stops accepting bitcoin due to fees and congestion, Vitalik Buterin releases revolutionary new DAICO model for ICOs, TechCrunch founder's new crypto hedge fund invested in Storecoin, Five biggest ICO trends for 2018, The irreversible rise of the investing machines, My most valuable crypto market insights for 2018 and beyond [more]

Miami bitcoin conference stops accepting bitcoin due to fees and congestion From Bitcoin.com: Next week the popular cryptocurrency event, The North American Bitcoin Conference (TNABC) will be hosted in downtown Miami at the James L Knight Center, January 18-19. However, bitcoin proponents got some unfortunate news this week as the event organizers have announced they h...

12 Jan. 2018 Opalesque most forwarded article - week 2: Investing - Hedge funds start 2018 with record $19 billion bet on the euro, Hedge fund Kora Management invests in Satin Creditcare [more]

Hedge funds start 2018 with record $19 billion bet on the euro From Reuters.com: Hedge funds have kicked off 2018 with their biggest bet ever on the euro rising, a clear vote of confidence in the single currency but, with positioning so stretched, one which could backfire in the near term. Data from the Chicago Futures Trading Commission show that hedge fu...

05 Jan. 2018 Opalesque most forwarded article - week 1: Carlyle raises $800M for structured credit fund [more]

Bailey McCann, Opalesque New York: The Carlyle Group has raised more than $800 million for the Carlyle Structured Credit Fund (CSC). The fund will invest in Collateralized Loan Obligations (CLOs) backed by U.S. and European senior secured corporate loans actively managed by third parties. CSC will opportunistically invest in the primary and secondary CLO market, targeting pools ...

2017  

 

  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. SS&C Technologies buys Eze Software for $1.45bn[more]

    SS&C Technologies Holdings said it would buy Eze Software, which serves asset managers of hedge fund, from TPG Capital for $1.45 billion in cash, to expand its offerings to buy-side investment firms. The transaction represents a continuation of SS&C's proven strategy of adding talented people

  2. UTIMCO eyes new asset allocation that boosts infrastructure, public and private equity[more]

    From PIONline.com: The University of Texas/Texas A&M Investment Management Co., Austin, will implement a new strategic asset allocation for the systems' endowment funds on Sept. 1, the beginning of UTIMCO's new fiscal year, pending approval of the regents of the UT system. UTIMCO's board of director

  3. Legal: AM suspends absolute return manager Tim Haywood, AQR's ex-head of trading sues broker he says derailed his career, Abraaj founder faces fresh criminal complaint, Justice Department asks to reopen bankruptcy case advised by McKinsey[more]

    GAM suspends absolute return manager Tim Haywood GAM announced today the suspension of Tim Haywood, investment director business unit head for the unconstrained/absolute return bond strategy following an internal investigation. The issues relate to some of his risk management procedures an

  4. David Einhorn: The market 'is telling us we are wrong, wrong, wrong', Hedge fund's performance 'far worse than we could have imagined', David Einhorn isn't renewing his Tesla lease, Greenlight is trying to end fund losses[more]

    The market 'is telling us we are wrong, wrong, wrong' From WSJ: Hedge-fund manager David Einhorn told clients Tuesday his funds declined again in the second quarter and attributed the firm's recent struggles to larger market forces harming investors who avoid expensive shares. In a

  5. It's just amazing how badly Russian President Vladimir Putin wants to put Bill Browder behind bars[more]

    From Bloomberg: It's just amazing how badly Russian President Vladimir Putin wants to put Bill Browder behind bars. Bill Browder says renewed threats from Russia mean his efforts to punish its kleptocrats are working. You know who Browder is, don't you? He's the hedge fund manager who set up sho