B. G., Opalesque Geneva: Howard Marks, co-founder and co-chairman of Oaktree Capital Management, weighs what should and should not matter for investors in his latest memo last week. Among the things that do not matter, he lists short-term events, the trading mentality, short-...

B. G., Opalesque Geneva: Howard Marks, co-founder and co-chairman of Oaktree Capital Management, weighs what should and should not matter for investors in his latest memo last week. Among the things that do not matter, he lists short-term events, the trading mentality, short-...

Laxman Pai, Opalesque Asia: The global value of environmental, social, and governance funds will surge to nearly $34tn by 2026 as investors look to profit from a transition to green energy, said a study. ESG-focused institutional investment is seen soaring 84% to US$33.9 trillion in 2026, making up 21.5% of assets under management, said the report by PwC. It represents a...

B. G., Opalesque Geneva: Shin Samurai is a thorough systematic Japan macro strategy, which takes advantage of behavioural biases by using mathematical and statistical techniques. It also relies heavily on academic research for idea generation, and combines the said research with a deep understanding of the financial market to generate uncorrelated returns. It is advised by <...

From BizarreNew: A woman was arrested on a charge of larceny after allegedly stealing an ambulance because she wanted a free ride, police in North Carolina said. Charlotte-Mecklenburg police said that they have arrested 36-year-old Autumn Prieschl, after being accused of driving off with an ambulance belonging to the Carolinas Medical Center. Investigators said that the woman was not hig...

B. G., Opalesque Geneva: ADDX, Asia's largest private market exchange, is on a mission to democratise the private capital markets through blockchain and smart contract technology. With these technologies, the exchange can eliminate manual interventions in the life cycle of the likes of pre-IPO equity, funds, and bonds. This...

B. G., Opalesque Geneva for New Managers: A global macro strategy is locking up its AuM for a longer period to create a more stable capital base, attract talent, and take longer-term trades in less liquid markets, including commodities. ...

B. G., Opalesque Geneva: For those looking to invest in the current opportunities underlying managed futures in Japan, here is a strategy that does just that, with the benefits of leverage, shorts, Big Data, proprietary technology, and academic research on market psychology. K2Q Capital's Shin Samurai strategy is a statistical systematic Japan macro s...

B. G., Opalesque Geneva for New Managers: Mezzanine financier SIG-i operates in a relatively uncrowded space by proactively manufacturing financing solutions as an alternative to traditional debt and equity instruments. Its European Special Situations/ Mezzanine Strategy...

Laxman Pai, Opalesque Asia: The global private markets firm StepStone Group Inc. amassed $2.36 billion in commitments to its flagship co-investment fund, looking to tap investment opportunities in the current economic downturn alongside private-equity firms. The new fund exceeded a $1.7 billion target and is nearly double the $1.3 billion that StepStone raised for a predecessor f...

Matthias Knab, Opalesque for New Managers: Managers and investors can get free access to DiligenceExchange here: https://bit.ly/DXCInfo Castle Hall, the Due Diligence Company, announced the forma...

Matthias Knab, Opalesque for New Managers: Managers and investors can get free access to DiligenceExchange here: https://bit.ly/DXCInfo Castle Hall, the Due Diligence Company, announced the forma...

B. G., Opalesque Geneva: As pension funds are lowering their returns expectations, a New Jersey-based manager says a specific stock market hedging strategy might just be the solution. According to Tom O'Donnell, 3D Capital Management's managing director and former institutional investor,...

As investors increase their focus on mission-based investing, they continue to grapple with ESG and what it means to them. By David Shalom, Director of Capital Introductions at Pershing Innovation. New investment solutions. That's how managers deliver value and attract new investors. Only time will tell how much staying power any new...

B. G., Opalesque Geneva: The Asia equity markets have not been at their best so far this year, with the MSCI Asia index down almost 13% YTD, but many managers remain buoyant about the region, as indeed there are many enduring mispriced opportunities and they know where to find t...

B. G., Opalesque Geneva for New Managers: GATE Capital Management is a Geneva-based global macro quantamental investment company founded in 2021, currently in the process of acquiring a FINMA license, with a staf...

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...