Opalesque - Opalesque Exclusive

TrustVC.org is the investor review platform VCs never wanted but founders and LPs always needed

Fri, 10 Apr 2026 04:24:52 +0000

Matthias Knab, Opalesque for New Managers: Robert Rubinstein built TrustVC.org after years of watching fake VCs, data-room poachers and phantom family offices abuse founders with impunity. Now he wants the industry to fight back. Read on to discover the three crucial questions every founder must ask before a single meeting, and why shifting the narrative around bad investment practices is essentia...
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Energy wins, growth loses: Oil spike divided hedge fund performance in March but 30% still made money

Thu, 09 Apr 2026 04:12:41 +0000

Matthias Knab, Opalesque for New Managers: Hedge funds suffered their worst monthly performance since June 2022 in March, as the escalating Iran military conflict triggered a surge in oil prices and a historic spike in volatility, forcing a broad repricing of risk across equity and fixed income markets globally. The HFRI Fund Weighted Composite Index (FWC) declined -2.81% in March 2026, according...
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Other Voices: Investor demand trends for alternative investment strategies in 2026

Wed, 08 Apr 2026 11:54:48 +0000

By Don Steinbrugge, Corey Kennedy, and Chas Steinbrugge from Agecroft Partners, a global hedge fund consulting and marketing firm. The hedge fund industry consists of a wide variety of strategies that attract varying levels of investor interest over time. Factors such as capital market valuations, economic growth expectations, inflation rates, market liquidity, and risk tolerance significantly i...
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Opalesque Exclusive: The Boutique Hedge Fund Resilience Question - answered

Wed, 08 Apr 2026 04:31:05 +0000

Matthias Knab, Opalesque for New Managers: The hedge fund industry has undergone significant consolidation in recent years, with capital increasingly concentrated among large multi-strategy platforms. A new paper published in The Journal of Portfolio Management asks a question that many allocators have quietly set aside: are boutique managers - those running $200 million to $1 billion - genuinely ...
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Opalesque Roundup: Emerging royalty asset class quietly offers investors something rare

Mon, 06 Apr 2026 06:15:36 +0000

Iran war-driven volatility delivered the worst hedge fund drawdown since 2022, reshaping positioning across every major strategy even as a handful of managers capitalised on the dislocation.Capital rotated sharply into safety assets and energy, private credit faced fresh redemption pressure, and an emerging royalty asset class quietly offers investors something rare: genuine uncorrelation. Opale...
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Opalesque Exclusive: Governance, Scale, and Boutique Resilience in a Consolidating Hedge Fund Industry

Thu, 02 Apr 2026 02:45:49 +0000

Matthias Knab, Opalesque for New Managers: The hedge fund industry has undergone significant consolidation in recent years, with capital increasingly concentrated among large multi-strategy platforms. Yet boutique managers - defined as firms with $200 million to $1 billion in assets under management - have shown remarkable staying power...
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Opalesque Roundup: War, Fraud and Record Capital - how the Iran shock separated the hedged funds from the exposed

Mon, 30 Mar 2026 08:25:36 +0000

Opalesque Exclusives Rising Tide No More: How Ironshield Stays Positive When Everything Else Falls In one of the week's most striking performance stories, Ironshield Capital's market-neutral High Yield Alpha Fund UCITS remained in positive territory throughout the March 2026 Iran war selloff - a result Opalesque attributes to the fund's 25-year equity put hedging strategy...
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Opalesque Exclusive: The Quiet Alpha Revolution - How Althera42's Tech Royalties Reshape Alternatives

Mon, 30 Mar 2026 04:50:06 +0000

Matthias Knab, Opalesque for New Managers: What if one of the most attractive sources of uncorrelated returns is not new at all - but simply being applied where no one has looked yet? For decades, royalty investing has quietly generated billions in value across pharmaceuticals, mining, and music. Investors in these sectors have benefited from long-duration, predictable cash flows linked to intell...
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Opalesque Exclusive: Secondaries on pace for another record year

Sun, 29 Mar 2026 14:54:35 +0000

Bailey McCann, Opalesque New York: Secondaries had a banner year in 2025, and new analysis from William Blair suggests that 2026 is on pace for another record. What's the driver? William Blair notes that the recovery in M&A has been uneven...
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Opalesque Exclusive: Rising Tide No More - How Ironshield stays positive when everything else falls

Wed, 25 Mar 2026 04:54:34 +0000

Matthias Knab, Opalesque for New Managers: In the first three weeks of March 2026, as the Iran war rattled global markets, investors discovered just how few places there were to hide. Equities fell 8-9%...
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