Sun, Aug 14, 2022
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
New Managers March 2012

Editorial
NewManagers March 2012 - Opalesque's Emerging Managers Monitor

 

Benedicte Gravrand

Welcome to the March 2012 issue of New Managers, Opalesque's monthly monitor of emerging hedge fund managers.

In Statistics, Peter Urbani demonstrates that the Opalesque Emanagers Index (February results on page 3) is highly suitable as a benchmark, because it can be easily replicated with a low tracking error. He goes on to highlight some of the main contributors to the recreated Index's risk and return characteristics through a risk decomposition.

The view that it might be best to leave the emerging manager selection, checking and monitoring to a specialist, such as a fund of funds or a multi-manager programme for example, came to us from different corners this month.

Lisa Fridman of PAAMCO and William Benjamin of HSBC, both part of a FoF management team, talk to Opalesque about their preferences and procedures, while we look at the latest Citi Finance report on early investors in detail in Focus. Hedge fund research expert Katherine Hill tells Opalesque what investors really look for in emerging managers in Q&A. Several analysts recommend bucking the trend of investing in well-known names and instead investing in multi-manager programmes of emerging managers, as there are good chances that the latter might provide outperformance in their early years in The Analytical View.

In Profiles, meet the managers of Acacia's long/short equity fund, Coherence's future fixed income hedge fund, and Noblesse Oblige's forex managed account.

I hope you enjoy our third issue of New Managers.

Please, do contact me if you have any related news.

Benedicte Gravrand......................

To view our full article please login

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

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Other Voices: ESG exuberance is at all-time highs. But will investors buy?[more]

    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 inve

  2. Alts managers sitting on over $2.5tn+ of dry powder[more]

    Laxman Pai, Opalesque Asia: In the current rising interest rate environment, investment activity in the private markets has continued to grow, revealed a study. "With alts managers sitting on over $2.5T+ of dry powder and continuing to enjoy premium valuations and interest rates on a prec

  3. Opalesque Exclusive: Hong Kong manager expects additional tailwind in Asian markets[more]

    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 in

  4. Opalesque Exclusive: Emerging markets persist despite headwinds[more]

    Bailey McCann, Opalesque New York: Emerging markets have been under significant pressure since the start of the year, but there are some nascent trends that suggest that things could be getting better. Emerging markets firm Gramercy Fund Management recently released its third quarter outlook and

  5. Opalesque Exclusive: Castle Hall's DiligenceExchange free Transparency Reports cover 100 managers with $10tn of assets[more]

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