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HELPCENTER
19 Dec. 2016 Former Citadel executive Joseph Rotter launches $209m hedge fund [more]
Komfie Manalo, Opalesque Asia: Former Citadel top executive Joseph Rotter has launched $209m hedge fund at Neuberger Berman in the latest effort of the asset management firm to expand into alternative investments space, reported
19 Dec. 2016 Momentum and mean-reversion (divergence/convergence) research shows combo works [more]
Matthias Knab, Opalesque: Mark Rzepczynski, Founding Partner, Chief Investment Officer AMPHI Research and Trading, writes on Harvest Exchange: We have often stated that the market move in two modes or regimes, divergence and convergence. Another way to describe this market behavior is throu
16 Dec. 2016 FundBPO opens office in Malta on back of regulatory approval [more]
Opalesque Industry Update - Global fund administrator FundBPO has opened a new office on the island of Malta. The FundBPO office is headed by new hire Malcolm St John, Malta country manager, who has more than 15 years of fund services experience, most recently with Apex Fund Services and HSBC.
16 Dec. 2016 Hedge fund count declines to 9,925 but capital reaches record $2.979tln [more]
Komfie Manalo, Opalesque Asia: Hedge fund launches declined in the third quarter, as funds again posted steady gains following the Brexit vote and leading into the surprise U.S. presidential election results, according to the latest HFR Market Microstructure Report, released by
16 Dec. 2016 With BlackRock's help, iCapital Network aims to build largest independent digital alternative investments platform [more]
Komfie Manalo, Opalesque Asia: BlackRock will be leading the next funding round for iCapital Network, a financial technology platform focused on democratizing access to alternative investments for high-net-worth investors and their financial advisors. The terms of the transaction were not disclos
16 Dec. 2016 Comment: A Novel Perspective on Shareholder Activism [more]
Matthias Knab, Opalesque: Claudio Rojas of Hurt Capital Inc. writes on Harvest Exchange: Over the next decade, a common misconception will fade – that all shareholder activism is short-term oriented. This anachronistic view is rooted in an antiquated phase in capital markets history – mainly,
15 Dec. 2016 Newfleet Asset launches new actively managed ETF with combined credit factors [more]
Komfie Manalo, Opalesque Asia: Newfleet Asset Management, an affiliate of Virtus Investment Partners, Inc., has launched its third ETF strategy, the Virtus Newfleet Dynamic Credit ETF, which seeks to provide a high level of current income and capital appreciation by combining two converging credi
15 Dec. 2016 Risk factors change - Do you? Holding static risk factors may not be appropriate [more]
Matthias Knab, Opalesque: Mark Rzepczynski, Chief Investment Officer AMPHI Research and Trading, writes on Harvest Exchange: From ETF Trends comes an interesting chart on the relative performance of different risk factors for US large cap equities. Factor analysis and building portfolios bas
15 Dec. 2016 Warburg Pincus closes China fund on $2bn [more]
Bailey McCann, Opalesque New York: New York-based Warburg Pincus, has closed its Warburg Pincus China fund on $2 billion. The fund will be a country-specific companion fund to Warburg Pincus Private Equity XII, a $13.4 billion global private equity fund that closed in late 2015. The China ve
15 Dec. 2016 Eclectica running a Trumpian portfolio [more]
Benedicte Gravrand, Opalesque Geneva: Eclectica Asset Management’s Hugh Hendry, George Lee and Tom Roderick write in the firm’s Manager Commentary for December 2016 that they might be running a Trumpian portfolio; "With the economy’s debtors finally in the ascendancy, Eclectica is position
15 Dec. 2016 BlackRock favours equities, EM and alternatives in 2017 [more]
Benedicte Gravrand, Opalesque Geneva: According to BlackRock’s Annual Investment Outlook for 2017, we should expect US-led reflation (rising nominal growth, wages and inflation) to accelerate, and fiscal expansion to gradually replace monetary policy as an economic growth and market driver
14 Dec. 2016 Investors expect higher volatility in 2017, plan to increase use of alternative strategies [more]
Opalesque Industry Update - Institutional investors say world political and economic events could push the level of market volatility higher in 2017, finds a study by Natixis Global Asset Management. As a result, they plan to reset their portfolios, relying on active management and alternative asset
14 Dec. 2016 Wealth advisors urged to embrace new approach in building lasting business [more]
Komfie Manalo, Opalesque Asia: In the face of escalating regulation, increased commoditization, and fewer people entering the profession, the wealth advisory business is undergoing many changes. In their new book entitled, The Enduring Advisory Firm: How to Serve Your Clients More Effec
14 Dec. 2016 Comment: What is Your Edge? [more]
Matthias Knab, Opalesque: John Huber, Value oriented fund manager at Saber Capital Management, writes on Harvest Exchange: A couple months ago I read an investment write-up on a large-cap stock that is one of the most widely followed and largest companies in the S&P 500. There was a comment
14 Dec. 2016 SLI poaches Aberdeen's Struthers [more]
Bailey McCann, Opalesque New York: Standard Life Investments has hired former investment solutions head at Aberdeen Asset Management, Archie Struthers as its new head of investments. A spokesperson for the firm confirmed the move which was
13 Dec. 2016 Hedge funds trumped a volatile November with gains of 0.48% as recovery continues [more]
Opalesque Industry Update - Hedge funds were up 0.48% during the month of November, with 2016 year-to-date returns coming in at 3.60%. Meanwhile, underlying markets as represented by the MSCI AC World Index (Local) gained 2.88% in November with its 2016 year-to-date returns at 4.88%. Roughly 56% of
13 Dec. 2016 SS&C GlobeOp Hedge Fund Performance Index: November performance 1.53%; Capital Movement Index: December net flows advance 0.24% [more]
Opalesque Industry Update - The gross return of the SS&C GlobeOp Hedge Fund Performance Index November 2016 measured 1.53%. Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.24% in December. "SS&C GlobeOp's Capital Mov
13 Dec. 2016 Global macro hedge funds outperform CTAs with 14% margin in Q4 [more]
Komfie Manalo, Opalesque Asia: Hedge fund returns were close to flat in the week ending December 6 while equities rose and bonds dragged lower. The Lyxor Hedge Fund Index was up a mere 0.1% (-1.5% YTD). The best performer was global macro which was up 0.5% (-1.6% YTD). Gains were attributable to
13 Dec. 2016 Commodities rise on optimistic global prospects [more]
Komfie Manalo, Opalesque Asia: Commodities increased in November due to higher economic growth expectations and announced crude production cuts, said Credit Suisse
13 Dec. 2016 Interest Rates and Value Investing: There is still no value in bonds today [more]
Matthias Knab, Opalesque: Wesley Gray,CEO/CIO of Alpha Architect writes on Harvest Exchange: Many readers just had a knee-jerk reaction and they’ve determined that I fall into one of two categories: A total idiot A total genius But let’s dig a bit deeper into the claim t
12 Dec. 2016 Hedge funds to shift 'talent search’ in line with changing funding, investment styles [more]
Komfie Manalo, Opalesque Asia: The shifts in funding and investment styles will force hedge funds and asset managers to change their focus when hiring new personnel as the existing talent configurations cannot cater to their needs, said Carlos Mejia, Managing Partner of financial recruitment serv
12 Dec. 2016 IndexIQ hedge fund indexes mixed in November on Trump’s victory [more]
Komfie Manalo, Opalesque Asia: IndexIQ, a pioneer and provider of innovative investment solutions, said that its family of IQ Hedge Indexes
09 Dec. 2016 U.S. Senate passes global Magnitsky human rights bill, makes corruption sanctionable offence [more]
Opalesque Industry Update - The US Senate passed the Global Magnitsky Human Rights Accountability Act, expanding the Russia-specific Sergei Magnitsky Rule of Law Accountability Act of 2012 worldwide. William Browder, leader of the global Magnitsky Justice campaign, said: "The ado
09 Dec. 2016 Women hedge fund managers optimistic as more investors allocate to them [more]
Komfie Manalo, Opalesque Asia: A survey by audit, tax and advisory firm KPMG LLP, has found that the increasing interest from investors to allocate more capital into women owned and managed funds, coupled with public support from industry leaders, is spurring optimism for women in alternative inv
09 Dec. 2016 Where is all the Managed Futures money going? [more]
Matthias Knab, Opalesque: RCM Alternatives writes on Harvest Exchange: This isn’t a new problem… but it does seem to be getting worse, with the largest managers checking the right boxes to get the largest allocations in a self-fulfilling circle. If you were to ask for the growth of Mana
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  1. 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

  2. Renaissance employees could face clawbacks over hedge fund's tax maneuver[more]

    Jim Simons's Renaissance Technologies LLC has produced the greatest investment returns of any hedge fund. Now, it also may be facing an unusually painful tax headache. Last week, Renaissance sent a letter to its current and former employees warning that the Internal Revenue Service could force them

  3. D.E. Shaw's Orienteer strategy posts double-digit returns this year, EcoR1 puts up big gains as the hedge fund scoops up biotech, Ex-hedge fund BlueCrest extends winning run with 50% gain[more]

    D.E. Shaw's Orienteer strategy posts double-digit returns this year From Reuters: D.E. Shaw's Orienteer platform, the backbone of the $50 billion investment firm's multi-asset class offerings, posted high double-digit returns this year, the best ever in its six year lifetime. The Orie

  4. PE/VC: Private equity takes a breather from investing in banks, 2019's 10 defining moments in venture capital, Another record year for PE secondaries amid more GP-led transactions, How 2019 became the best year in private equity's history[more]

    Private equity takes a breather from investing in banks From American Banker: FirstCapital Bancshares of Texas has aspirations of going public in the next couple of years and it's counting on the resources and expertise of private-equity backer Castle Creek Capital to help it realize that

  5. BlackRock's flagship hedge fund Obsidian returns more than 13% in 2019 after stumbling in August, Eiad Asbahi's Prescience Point gained more than 100% last year, Ray Dalio's most prominent fund suffers first annual loss since 2000, Sundheim's D1 posts strong gains[more]

    BlackRock's flagship hedge fund Obsidian returns more than 13% in 2019 after stumbling in August From Business Insider: BlackRock's 23-year-old Obsidian hedge fund bested the average hedge fund, returning more than 13% in 2019 even after losing money in August. The fund, manage