Today's Exclusives
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Opalesque Exclusive: Xingtai Capital finds growth opportunities in China [more]
For Xingtai Capital investing in China is about going beyond the headline names that everyone knows like Tencent or Alibaba. They adopt a value-driven approach to investing in Chinese growth, and believe growth will be driven by the consumer in China. Xingtai has outperformed this year by identifyin
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Antares Capital racks up $3bn for a latest private credit fund [more]
Laxman Pai, Opalesque Asia: Antares Capital Advisers, the registered investment adviser arm of Antares Capital, has raised just over $3 billion for its latest credit fund, which will focus on providing financing to mainly mid-sized private equity-backed companies.
The middle-market lender said
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Ardian closes fifth Expansion Fund on $2.4bn [more]
Laxman Pai, Opalesque Asia: Paris-based private equity firm Ardian Holding announced the final close of its fifth private equity expansion fund, Ardian Expansion Fund V, with 2 billion euros ($2.4 billion) in total capital commitments.
The Ardian Expansion Fund V is aimed at helping European
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Asia's edtech venture capital deals skyrocket to 166% in H1 2020 compared to the same period last year [more]
Laxman Pai, Opalesque Asia: Asia is attracting outsized investor interest in the education technology (EdTech) industry and private capital deal activity remains dominant.
According to Preqin, venture capital-backed EdTech aggregate deal value in H1 2020 has increased by 166% compared to the s
Today's Other Voices
More Exclusives
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16. Sep. |
Opalesque Exclusives: A new fund of funds eyes regulated digital currencies [more]
For New Managers: The pandemic may be creating fertile ground for digital currencies. In a recent speech, Christine Lagarde, president of the European Central Bank, suggested that Europe's central bankers are cl
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15. Sep. |
Opalesque Exclusive: A multi-strategy approach to volatility trading drives Deep Field Capital's year to date outperformance [more]
2020 has been the year of the long volatility trade. After years of investors being paid handsomely to short volatility, the first quarter of this year reminded investors what realized volatility looks like. For Swiss firm Deep Field Capital, 2020 has been an ideal year to explain why volatility str
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14. Sep. |
Opalesque Roundup: How hedge funds survive and thrive in COVID-19 pandemic: hedge fund news, week 37 [more]
In the week ending September 11th 2020, a new research from KPMG and the Alternative Investment Management Association (AIMA) revealed that the COVID-19 experience has proven
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10. Sep. |
Opalesque Exclusive: Cayler Capital's Energy Program outperforms during a volatile year for oil [more]
Bailey McCann, Opalesque New York: 2020 is proving to be a trial by fire year for energy traders. Just when it looked like the rebound in oil prices might have legs, oil suppliers are once again booking tankers to store millions of barrels of crude oil and refined fuels at sea. China's post-c
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09. Sep. |
Opalesque Exclusive: Risk Management in 2020: How gut feelings sniffed out what math couldn't [more]
Bailey McCann, Opalesque New York: Risk managers are supposed to rely on hard data, but what happens when a gut feeling is more accurate? A new note from consultants at Capital Market Risk Advisors (CMRA) suggests that one of the big lessons of the covid era is that risk managers should follow th
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07. Sep. |
Opalesque Roundup: Hedge funds' AUM rises to $3.58tn in Q2 2020: hedge fund news, week 36 [more]
In the week ending September 4th 2020, hedge fund assets under management (AUM) have risen in the second quarter of 2020, said Preqin. In a Q1 2020 rocked by poor performance and signifi
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03. Sep. |
Opalesque TV: Meet a Swiss fund manager who hedges with a difference [more]
B. G., Opalesque Geneva: There is a quant manager in Zurich that does things a little differently, which has helped a lot so far this year.
ICON Asset Management, which was mentioned in the
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02. Sep. |
Opalesque Exclusive: ProfitScore's own approach to investing in long-dated US Treasury futures [more]
B. G., Opalesque Geneva: Today's equity valuations have rarely been higher, and fixed income yields are at historic lows. There's a fixed income manager based in Idaho called ProfitScore that has a solution for that: measure flight-to-q
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01. Sep. |
Opalesque Exclusive: The pandemic comes for mid-market private equity [more]
Bailey McCann, Opalesque New York: The pandemic is finally coming for private equity. New data from Capstone Headwaters shows that mid-market deal activity dropped by 21.6% in the second quarter. Overall deal volume in the mid-market has dropped 50% since the start of the year. Debt financing is
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31. Aug. |
Opalesque Exclusive: Otus Capital Management finds new opportunity in European small and mid-caps [more]
Bailey McCann, Opalesque New York: European stocks have underperformed this year compared to the US, but some managers are looking for and finding new opportunities. London-based Otus Capital Management's Maga Smaller Companies Fund is up 9.66% year to date through May, according to performa
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31. Aug. |
Opalesque Roundup: Investors return to hedge funds as emerging markets and Asian funds post strong Q2 returns: hedge fund news, week 35 [more]
In the week ending August 28th 2020, HFR said that emerging Markets and Asian hedge funds surged in 2Q 2020, recovering from steep losses experienced in late 1Q, with m
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28. Aug. |
Opalesque Exclusive: Commodities World Capital rides the uptick in metals to breakout performance in June and July [more]
Bailey McCann, Opalesque New York for New Managers: Commodities markets have been a source of significant volatility this year. Beyond the major drawdown in energy, other areas including metals and agriculture have
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27. Aug. |
Climate risk rockets up agenda for European Institutional investors: Mercer [more]
Laxman Pai, Opalesque Asia: An overwhelming majority (89%) of European institutional investors, including pension schemes, surveyed now consider wider environmental, social and governance (ESG) risks as part of their investment decisions, up from 55% in 2019.
According to Mercer's latest Eur
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27. Aug. |
Opalesque Exclusive: Now is a good time to invest in consumer loans [more]
B. G., Opalesque Geneva: Now is an extremely attractive time to be a provider of capital and an investor in consumer credit, argues fund manager Pagaya Investments.
Consumer financing: a stable history
Pagaya's focus on consumer financing assumes a continuation of the sec
More Other Voices
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09. Sep. 2020 |
Other Voices: Hedge fund's mid-year trends and strategies currently in demand [more]
By Donald A. Steinbrugge, CFA, Founder and CEO - Agecroft Partners, LLCThe hedge fund industry is
dynamic, comprising numerous strategies that attract varying degrees
of interest over time. Demand for each strategy is impacted by
many variables including capital market valuations, expectations of
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25. Aug. 2020 |
Other Voices: Decarbonization and fossil fuel's growing weakness [more]
By James Jampel, HITE Hedge Asset Management
Warren Buffet said in 1999: "Sometimes, incidentally, it is much easier in these transforming events to figure out the losers. You could have grasped the importance of the auto when it came along but still found it hard to pick companies that would ma
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18. Aug. 2020 |
Other Voices: Hedge Fund Indices - A helpful tool, but can cause confusion [more]
By Donald A. Steinbrugge, CFA, Founder and CEO - Agecroft Partners, LLC
Although hedge fund indices can be a very useful tool, indices can also create confusion if their construction and composition are not well understood. Take for example hedge fund industry performance: what does this number r
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12. Aug. 2020 |
Other Voices: CFTC sets final rules for virtual currencies [more]
By: Andrew Schaffer, Timothy Spangler, Audrey Wagner, Nicholas C.D. Ward, Dechert
The Commodity Futures Trading Commission published in the Federal Register on June 24, 2020 its final interpretive guidance concerning retail commodity transactions involving certain digital assets (2020 Guidance).
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03. Aug. 2020 |
Other Voices: Will COVID-19 ignite private equity's dry powder? [more]
By: Bryan Haynes, Ian Michael, Byron Tse
The COVID-19 pandemic has pushed global financial markets into a prolonged period of volatility and uncertainty (see our article on the impact of COVID-19 on M&A deal flow), reminiscent of the 2007-08 financial crisis. Many businesses have languished sinc
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22. Jul. 2020 |
Other Voices: Three things to know about the FTC's scrutiny of private equity roll-ups [more]
By: Michael Dashefsky, R. Dale Grimes, Lucas Ross Smith - Bass, Berry & Sims
In a statement to Congress last week, Commissioner Rohit Chopra of the Federal Trade Commission (FTC) advocated for increased antitrust enforcement against private equity-backed "roll-up" acquisition strategies, especia
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17. Jul. 2020 |
Other Voices: SEC greenlights investment fund delivered in security tokens [more]
By: Deric Behar, Stephen Wink, Latham & Watkins
On July 6, 2020, asset management firm Arca announced that the US Securities and Exchange Commission (SEC) granted it approval under the Investment Company Act of 1940 to issue shares of a closed-end US Treasury fund in the form of digital securiti
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02. Jul. 2020 |
Other Voices: A new golden age for hedge funds [more]
Dixon Boardman, CEO & Founder, Optima Asset Management and Vice Chairman, Forbes Family Trust, is
pounding the table urging investors to make room in their portfolios for alternative investments, because their
ability to hedge can provide much needed downside protection and diversification durin
Access Alternative Market Briefing
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- Opalesque TV: Meet a Swiss fund manager who hedges with a difference[more]
B. G., Opalesque Geneva: There is a quant manager in Zurich that does things a little differently, which has helped a lot so far this year.
ICON Asset Management, which was mentioned in the - Apollo jumps into impact investing with a new team[more]
Laxman Pai, Opalesque Asia: Apollo Global Management is venturing into the world of impact investing, following some of its biggest peers in targeting funds dedicated to sustainability.
The New York-based global alternative investment manager announced the leadership team for the new platform - Investing: Empty hotels might just be next big short for hedge funds, Marshall Wace makes record bet against Lloyds, U.S. big tech dominates stock market after monster rally, leaving investors on edge, SoftBank plans to sell $14bn stake in telecom unit[more]
Empty hotels might just be next big short for hedge funds
From Bloomberg: Hedge funds and other short sellers are beginning to set their sights on a U.S. credit-derivatives index with outsized exposure to hotel debt as the pandemic sinks the hospitality industry into distress.
The f - PE/VC: Big private-equity firms are piling into tech deals, Private equity is a club and the ordinary investor is not invited, Private equity fees have become a rentier's bonanza[more]
Big private-equity firms are piling into tech deals
From Business Insider: Private-equity funds are dumping more money into technology companies, as the pandemic tanks sectors more reliant on in-person business. Enterprise software, long a private equity favorite, is getting even hotter - ESG: How ESG data affects investors' fund choices: Morningstar, New challenges to the merits of ESG investing, Deciphering the trend: Will the real ESG contenders stand up[more]
How ESG data affects investors' fund choices: Morningstar
From Think Advisor: Advisors may wonder if it is important to present sustainable fund data to clients, especially during turbulent times. The answer: Not only will that information help investors choose funds, it also will edge
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