B. G., Opalesque Geneva: The US Securities and Exchange Commission (SEC) has charged Allianz Global Investors U.S. LLC (AGI US) and three former portfolio managers with fraud. The Commission describes it as "a massive fraudulent scheme that concealed t...

B. G., Opalesque Geneva: In this interview, Dr. Patrick Welton, founder and CIO of Welton Investment Partners, offers his observations on the major macro themes expected to affect the commodity markets, including crude oil, and ESG investing this year. ...

Laxman Pai, Opalesque Asia: Dallas-based alternatives manager founded on the principles of conscious capitalism, Satori Capital has launched Satori Environmental, a long/short equity strategy that primarily invests in securities impacted by the global energy sector's shift from fossil-based systems to renewable sources. According to a press note from the multi-strategy in...

B. G., Opalesque Geneva: A global equity manager has made a point of focusing on the phenomenon of shrinking supply chains and avoiding zero-sum business models. London-based Tollymore Investment Partners is a private partnership that invests in a small number of publicly listed businesses. Tollymore c...

B. G., Opalesque Geneva: Experience during a Russian bear market lasting five years enabled Christian Putz to identify certain investment patterns in the market which he now applies to his current investment strategy. London-based ARR Investment Partners' Global L/S Equity Strategy was up 16% (net) in...

B.G., Opalesque Geneva: Eckhardt Trading Company (ETC), an early pioneer of systematic trading, has recently launched a new strategy that analyses market positioning to exploit crowded and uncrowded trades. It has done very well in the first quarter. The system, developed by portfolio manager Steven Moyer, earned an allocation within ETC by passing a strict internal testing proc...

Opalesque Geneva for New Managers: Canada's pension plan has been an active investor and seeder in the world of emerging managers for some time, meeting more than 200 managers each year, and making up to five investments with starting ticket sizes of US$100-300m. Here they exp...

Laxman Pai, Opalesque Asia: The Investment team at Breacher Capital Management announced that the firm joined Teza Technologies, a leading global quantitative investment firm. According to a communication received by Opalesque, Breacher Capital founder Art Holly said, "We look forward to leveraging Teza's world-class research team and institutional quality infrastru...

Matthias Knab, Opalesque: I was born 1963 in (then West-) Germany and can remember a few things. I lived through the Cold War, saw the Falling of the Berlin Wall and the subsequent dreams for a better world which Putin trashed. Although it's impossible to know 360 degrees of the truth, but let me add a few chips...

B. G., Opalesque Geneva for New Managers: A new litigation fund joined a growing group of peers in the UK, to achieve a return of almost 16% in 2021. But it is different from its peers as it targets a high number of lower value claims rather than a few high-value claims. Th...

B. G., Opalesque Geneva for New Managers: A new litigation fund joined a growing group of peers in the UK, to achieve a return of almost 16% in 2021. But it is different from its peers as it targets a high number of lower value claims rather than a few high-value claims. Th...

B. G., Opalesque Geneva: Salomon Brothers is back. The Wall Street investment bank that went on to become a proprietary trading firm and give birth to mortgage-backed securities, and inspire several well-known books recalling its culture and scandals, has just been raised from the ashes by a group of alumni. The idea behind its re-emergence is to make it what it was born to do...

From Bloomberg: The most successful idea in hedge funds is now simply strength in numbers. Investors are plowing money into funds that don't rely on the next macro genius or star stockpicker, but instead offer an army of traders who invest in an array of strategies. These behemoths secured pretty much all of the new money in the hedge fund industry last year, cementing a tectonic...

B. G., Opalesque Geneva for New Managers: Two former partners are launching a global macro and digital assets hedge fund. London-based Balliol Road Investments LLP was founded in ...

B. G., Opalesque Geneva for New Managers: A boutique asset manager with a deep focus on UK equities is launching an equity long/short hedge fund in Q2 2022. Kernow Asset Management is based in London and C...

Goldman collects $5bn for Petershill IV From PE News: Goldman Sachs Asset Management has made a final close of its Petershill IV fund, the fourth vintage of its GP stakes growth-focused private equity funds. The firm said the fund had been oversubscribed with commitments mostly coming from institutional investors. Petershill specialises in value-added, l...