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New Managers January 2013

Editorial

 

Dear Opalesque reader,

Welcome to the January 2013 issue of New Managers, Opalesque's monthly monitor of new, emerging and re-emerging alternative fund managers.

As the publication was launched in January 2012, this is also New Managers's first-year anniversary!

In Statistics, Peter Urbani looks at the impact of different objective functions on the out-of-sample performance of optimised strategy allocations. In Focus, we ask several new and established fund managers if they think we are all global macro investors now - since we cannot ignore the extent of the geopolitical and financial difficulties that lie ahead. They don't all agree. Fraser McKenzie says in the 47N Series that small managers may fare better in a stressed market created by central bank actions. In The Marketing Challenge, Bryan Johnson lays out the four critical areas to focus on to get through allocators' screening process. Dan Barnett of Revere Capital in Seeders' Corner talks about the negative selection process and the psychology of motivation. And Ed Gouldstone of Linedata elucidates modular solutions for budget-conscious fund managers in Servicers' Spot.

This month's report ends with the usual recapitulation of recent maiden fund Launches and related matters, a review of the latest news, views and findings relevant to the emerging fund space in News & Perspectives. And in Profiles, two global macro managers, LindenGrove and AlphaParity, talk about their brand-new funds; and our Asia-based reporter Komfie Manalo interviews Ascendiant Capital on their discretionary opportunistic trading fund and Iken Capital on their commodity fund.

Don't forget, as a subscriber, you can access past issues of New Managers in our Archive here: www.opalesque.com/ Archive-New-Managers.html.

Please do contact me if you......................

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This article was published in Opalesque's New Managers a top-down monthly analysis, news and research publication on the global emerging manager space.
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