Today's Exclusives

• Institutional Investors back alternatives heading into 2020 [more]

  Bailey McCann, Opalesque New York: Institutional investors are backing alternatives heading into 2020. According to the newly released Eaton Partners LP Pulse Survey, 72% of institutional investors expect alternative assets to meet or exceed their benchmarks this year. More than half (52%) also d

• Global alternative asset manager Ares Management takes controlling stake Asian alts manager SSG Capital [more]

  Laxman Pai, Opalesque Asia: Global alternative asset manager Ares Management has agreed to acquire a controlling stake in Asian alternative money manager SSG Capital Holdings for an undisclosed amount. Headquartered in Hong Kong with offices across Asia, SSG manages private credit and specia

• 44% of hedge fund managers recorded double-digit gains in 2019 [more]

  Laxman Pai, Opalesque Asia: The global hedge fund industry AUM has increased by US$9.9 billion in 2019. Investor redemptions totaling US$126.2 billion have been recorded throughout the year, a level the industry has not seen post-crisis. The Eurekahedge Hedge Fund Index returned 8.74% in 2019,

• Hedge fund capital increased by $80bn in Q4 to start 2020 at a record level of $3.32tn [more]

  Laxman Pai, Opalesque Asia: Total hedge fund capital surged to $3.32 trillion, representing a quarterly increase of over $80 billion and surpassing the previous record of $3.24 trillion set in mid-2019. Driven by investor optimism regarding the record US-lead economic surge, the hedge fund ind

• Incline Equity Partners closes the fifth private equity fund with $1.2bn [more]

  Laxman Pai, Opalesque Asia: Incline Equity Partners closed its latest private equity fund, Incline Equity Partners Fund V, with $1.2 billion of capital commitments. The Pennsylvania-headquartered private equity firm said the fund was oversubscribed above its initial target of $850 million.

• Energy Capital sweeps up $6.8bn for its latest flagship fund and parallel co-investment pools [more]

  Laxman Pai, Opalesque Asia: New Jersey-based energy infrastructure specialist Energy Capital Partners (ECP) has amassed $6.8 billion for its latest flagship fund and parallel co-investment pools targeting power plants and other energy-infrastructure assets, despite tepid interest from U.S. invest

• SPARX Japan hedge fund returned 16% in 2019 [more]

  B. G., Opalesque Geneva: SPARX Asset Management's Japan Long-Short Fund (USD class) returned 15.98% in 2019, against the TOPIX's 13.7%. "In Q4 2019, the Japanese stock market continued its substantial rise, due to high global stoc

• WithumSmith+Brown PC welcomes Kim Waldman to new business development role [more]

  Opalesque Industry Update - WithumSmith+Brown (Withum) PC, a top nationally ranked advisory and CPA firm, has announced the appointment of Kim Waldman to its New York City office team where she will spearhead all business development initiatives for its Financial Services Group. In this role, t

• Highest inflows in equity UCITS since February 2018 signal investors' return to confidence [more]

  Opalesque Industry Update - The European Fund and Asset Management Association (EFAMA) has published its latest monthly Investment Fund Industry Fact Sheet, which provides net sales data of UCITS and AIFs for November 2019. Bernard Delbecque, Senior Director for Economics and Research commented:

Today's Other Voices

• Other Voices: SFC issues guidance to private equity firms and family offices on licensing issues [more]

  By: Anne-Marie Godfrey, Akin Gump Strauss Hauer&Feld LLP In recent years, the Hong Kong Securities and Futures Commission (SFC) has increasingly focused on private equity funds' obligation to be licensed under the Securities and Futures Ordinance (SFO). In February 2019, the SFC's Licensing Ha

More Exclusives

• 20. Jan. | Opalesque Roundup: Preqin hedge fund benchmark up 11.58% in 2019, highest return since 2013: hedge fund news, week 03 [more]

  In the week ending January 17th 2020, the Preqin All-Strategies Hedge Fund benchmark returned +2.00% in December, bringing the 2019 return to +11.58%. Funds of hedge funds gained 1.32% in December, generating a 2019 return of +8.34%, the highest annual return since 2013 (+8.82%). The Eurekahedge Hed

• 16. Jan. | Opalesque Exclusive: Update: Eschler long/short equity hedge fund returns 19.5% in 2019 [more]

  B. G., Opalesque Geneva: Thanks to a contrarian investment style and heavy allocations to metals and mining, Eschler Recovery Fund (ERF) retuned 19.5% (net) in 2019, compared to the Credit Suisse Long/Short Index's 10.9% return, and has annualised 6.2% since its October 2012 inception. The fu

• 15. Jan. | Opalesque TV: The future of investment research is smart integration [more]

  B. G., Opalesque Geneva: Investment research can be a drudgery but analysts stick to the tried and tested methods despite it all. Some may dream of a day when all data - asset classes, portfolios, analytics - could be made cohesive at the click of a button. Dmitri Alexeev, who has a PhD in m

• 13. Jan. | Opalesque Roundup: Hedge fund returns the strongest for ten years but widely dispersed: hedge fund news, week 02 [more]

  In the week ending January 11th 2020, a report by eVestment said that the global hedge fund industry returned +1.75% in December, bringing aggregate 2019 full-year returns to +

• 07. Jan. | Opalesque Exclusive: Private equity firm LionRock launches into sports [more]

  B. G., Opalesque Geneva: Hong Kong-based LionRock Capital Partners is launching a consumer/sports private equity fund in partnership with Li-Ning Company Ltd, a

• 06. Jan. | Opalesque Roundup: More than 4,000 hedge funds have been liquidated in the past five years: hedge fund news, week 01 [more]

  In the week ending January 3rd 2020, a study said that the hedge funds industry is now on track to record more closures than launches for a fifth straight year, a blow to a market that once minted millionaires at a heady pace. More than 4,000 funds have been liquidated in the past five years, accord

• 02. Jan. | Opalesque exclusive: Private capital braces for economic slowdown [more]

  Bailey McCann, Opalesque New York: Preparations for a downturn are underway for the private equity and venture capital sectors, according to BDO's inaugural U.S. Private Capital Outlook. As they wait for the other shoe to drop, more than half of fund managers (50% of PE respondents and 54% of VC

• 31. Dec. | Opalesque Exclusive: Aquanthus Premia launches on the RCube platform [more]

  Bailey McCann, Opalesque New York for New Managers: A new multi-strategy quantitative macro portfolio program called Aquanthus Premia has launched on the RCube Asset Management Platform. The strategy is managed by O

• 31. Dec. | Opalesque Exclusive: Aquanthus Premia launches on the RCube platform [more]

  Bailey McCann, Opalesque New York for New Managers: A new multi-strategy quantitative macro portfolio program called Aquanthus Premia has launched on the RCube Asset Management Platform. The strategy is managed by O

• 30. Dec. | Opalesque Roundtable: Means to improve gender diversity in finance [more]

  B. G., Opalesque Geneva: Three decades after the first efforts to achieve more diversity in the finance sector, 98% of the $69tn industry is still under the control of white men. It is hard to change the way women are viewed in this sector, and so it is hard to access the benefits that diversity

• 24. Dec. | Opalesque Roundtable: VCs wrestle with unconscious bias even as they work to improve diversity [more]

  Bailey McCann, Opalesque New York: Hiring women as investors doesn't automatically mean that more women-owned businesses will be funded, according to delegates at the recent Opalesque Diversity Roundtable. In many cases, women with experience at financial firms learn to look for men just as o

• 24. Dec. | Opalesque Roundtable: VCs wrestle with unconscious bias even as they work to improve diversity [more]

  Bailey McCann, Opalesque New York: Hiring women as investors doesn't automatically mean that more women-owned businesses will be funded, according to delegates at the recent Opalesque Diversity Roundtable. In many cases, women with experience at financial firms learn to look for men just as o

• 20. Dec. | Opalesque Roundtable: Poor alignment deters women-led businesses from seeking VC funding [more]

  Bailey McCann, Opalesque New York: Is VC culture deterring women entrepreneurs? Delegates at the recent Opalesque Diversity Roundtable suggest that the way VCs approach founders is keeping women from seeking VC funding. "The culture, the terms, and the environment that it creates turn women

• 18. Dec. | Opalesque TV: The many opportunities in cannabis-related private equity investments [more]

  B. G., Opalesque Geneva: Because of the still illegal nature of cannabis, there hasn't been any major research done, except for those conducted in Israel. Apparently, American b

More Other Voices

• 10. Jan. 2020 | Other Voices: PFIC: what U.S. investment funds should be particularly aware of and newly proposed regulations [more]

  By: Kris Hatch, Idan Netser, Fenwick & West LLP U.S.-based venture capital and other funds that invest in foreign companies must be careful to avoid the passive foreign investment company (PFIC) rules, which could substantially increase the tax owed on exit for U.S. taxpaying investors. U.S. per

• 27. Dec. 2019 | Other Voices: Final opportunity zone treasury regulations released [more]

  By: Russell Stein, Partridge Snow & Hahn LLP On Thursday, December 19th, the U.S. Department of Treasury released the long-awaited final Opportunity Zone Treasury Regulations. The Final Regulations and explanatory materials that span 544 pages, are quite extensive and give some needed clarity in

• 11. Dec. 2019 | Other Voices: Missing the mark: CFA hedge fund performance standards [more]

  By Donald A. Steinbrugge, CFA - CEO, Agecroft Partners: The CFA Institute has released and circulated the final version of its guidelines to improve performance standards in the hedge fund industry. They will go into effect on January 1, 2020. We strongly support the effort to create and implement p

• 26. Nov. 2019 | Other Voices: For alternative asset managers, the time for RPA is now [more]

  By: Martin Boyd, president of Capital Market Solutions for FIS Alternative asset managers are getting serious about embracing technology. Robotic process automation, machine learning and artificial intelligence - innovations I collectively refer to as emerging technology are having a moment in

• 22. Nov. 2019 | Other Voices: ILPA model limited partnership agreement focuses on favorable terms for LPs [more]

  By: Kate Binedell, Christine Ormond Bryan Cave Leighton Paisner ILPA has recently published a model limited partnership agreement (LPA) that reflects preferred terms and practices for the LP community investing in private equity funds. The Model LPA conforms to ILPA Principles 3.0 (published ear

• 08. Nov. 2019 | Other Voices: Hong Kong's SFC increases scrutiny of private equity managers [more]

  By: Vivian Tang, Michael Wong, Dechert The Hong Kong Securities and Futures Commission (SFC) has announced that it reprimanded and fined a Hong Kong private equity firm, SEAVI Advent Ocean Private Equity Limited (PE Firm), for employing or appointing unlicensed persons to perform regulated functi

• 16. Oct. 2019 | Other Voices: UK conduct regulator finalizes rules for funds investing in illiquid assets [more]

  By: Shearman & Sterling LLP The U.K. Financial Conduct Authority has finalized new rules governing certain types of open-ended funds that invest in inherently illiquid assets. The rules include: A new category of "funds investing in inherently illiquid assets" that are subject to ad

• 30. Sep. 2019 | Other voices: Hedge fund speed dating: efficient, effective but only if approached correctly. [more]

  By: Andrew Saunders, President, Castle Hill Capital Partners Finding the right investor for your alternative investment strategy is a challenge. Due to a combination of innovation and efficiency the speed dating format has taken hold as the preferred format for capital introduction events. The f

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FAVORITE “TELLS”:

Copper: Pullbacks to 2.728 are to be bought.

Baltic Dry In.: Cratering. Not good.

UPS/FDX: Both trying to recover, but still laggy.

ADP/PAYX: Both leading to the upside now.

FAANG: All FAANG stocks look good / better than before. AAPL should still pull back 10%, though.

EEM: Could trade up to $47.17 resistance on monthly chart.

INTU / CRM: Both bullish.

HYG / LQD sprd: Holding steady.

OVERALL: More bullish than neutral now.