Opalesque - Opalesque Exclusive

Opalesque Exclusive: Eagle's View Japan Arbitrage Fund up 9.91% YTD as Tokyo convertible issuance accelerates

Tue, 26 May 2026 05:07:54 +0000

Matthias Knab, Opalesque: The Eagle's View Japan Arbitrage Fund, L.P. returned an estimated +5.65% net in April 2026, bringing year-to-date performance to +9.91% net of all fees, according to a monthly investor letter from Neal Berger, General Partner of Eagle's View Japan Management, L.P...
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Opalesque Roundup: April's 5.6% surge, SEC's regulatory reset and a SpaceX windfall define the week

Mon, 25 May 2026 06:59:58 +0000

Hedge funds entered the third week of May riding a powerful wave: industry returns for April marked one of the strongest single months of the decade, allocators are accelerating private-credit buildouts, activist campaigns are reopening on multiple continents, and the regulatory chessboard in Washington shifted in three meaningful ways in a single week. SpaceX's anticipated listing has eme...
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Other Voices: Bond Vigilantes' revival?

Thu, 14 May 2026 06:03:05 +0000

By Jay R. Feuerstein, founder & CEO of Gnomon Alpha LLC...
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Opalesque Exclusive: "Diversification In Name Only" - why most portfolios are unprepared for the next crisis

Thu, 14 May 2026 03:40:25 +0000

Matthias Knab, Opalesque for New Managers: Investors from 34 countries joined the recent Opalesque webinar "Profiting from Panic: Portfolio Strategy for Volatile and Failing Markets" with Daniel Gelernter, Director of AI and Machine Learning at R.G. Niederhoffer Capital Management and Chief Investment Officer of the Niederhoffer Family Office. The session - delivered, as it happened, on...
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S&P CEOs more focused on AI opportunity than macro risks

Mon, 11 May 2026 11:27:18 +0000

By Opalesque: Apparently, not all CEOs concur with LVMH's Bernard Arnault, who said the Middle East war could spiral into "global catastrophe." Switzerland-based Syz Private Banking Group analysed over 360 S&P 500 earnings call transcripts from Q1 2026 using AI-driven language models - as described by Florian Marini in a blog. The analysis identified management concerns and...
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Opalesque Roundup: Event-Driven Records, FSB Warning, and a Korean Credit Push: hedge fund news

Mon, 11 May 2026 06:20:57 +0000

Hedge funds emerged from April with one of their strongest monthly returns in years, and the early-May news flow reflected the resulting confidence. Multi-manager platforms entrenched their leadership, Asia took center stage with two notable cross-border deals, and regulators turned up the heat on private credit...
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OpenVC and ICE launch first crossover benchmark blending top US public and private companies

Wed, 06 May 2026 02:41:56 +0000

Matthias Knab, Opalesque for New Managers: OpenVC and Intercontinental Exchange (NYSE: ICE) on May 5, 2026 launched the NYSE OpenVC 500 Index (NYOV500), described as the asset management industry's first benchmark tracking the 500 largest companies by value in the United States regardless of whether they are publicly listed or venture-backed. The launch responds to a structural distortion...
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Opalesque Roundup: Jain absorbed, Partners Group challenged, Lazard expands

Mon, 04 May 2026 06:38:48 +0000

Multi-manager consolidation reached a new milestone this week as Jain Global moved to return external capital and manage Millennium money exclusively, while a Grizzly Research short report rocked Partners Group and Lazard agreed to acquire placement-agent leader Campbell Lutyens. Politics swirled around Ken Griffin and Mayoral hopeful Zohran Mamdani, Michael Burry took aim at the AI semiconductor ...
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Opalesque Exclusive: Volatility hit hedge funds in Q1, but investors are hanging on

Thu, 30 Apr 2026 17:37:15 +0000

Bailey McCann, Opalesque New York: Hedge fund performance turned negative in Q1 amid the sell-off in global markets sparked by conflict in the Middle East, but flows remained positive as investors continued to allocate to alternatives, according to the latest data from fund administrator Citco. Funds had a weighted average return of -1.4% in Q1, bringing a 13-quarter winning streak for hedge fund...
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Opalesque Exclusive: German VAG investors leave millions on the table in hedge funds, and why that's changing

Thu, 30 Apr 2026 06:37:17 +0000

Matthias Knab, Opalesque for New Managers: At the Alternative Investment Conference of the Bundesverband Alternative Investments e.V. (BAI) in Frankfurt, Marcus Storr, Managing Director Alternative Investments at FERI and a board member of FERI (Luxembourg) S.A., addressed a packed room - and flagged something striking about the moment itself...
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