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New Managers May 2012

Editorial
NewManagers May 2012 - Opalesque's Emerging Managers Monitor

 

Benedicte Gravrand

Welcome to the May 2012 issue of New Managers, Opalesque's monthly monitor of emerging - and re-emerging - hedge fund managers.

In Statistics, Peter Urbani reviews a research piece on whether emerging fund managers add value, using a larger database. The results are fairly unequivocal, he concludes.

Then Fundana looks at the performance of hedge funds in their first year of operations, how it has evolved over time, whether it can give a good insight into the future success of a fund, and reaches a few conclusions.

Our Focus this month is on the Brazilian - and LatAm - investing landscape. Three emerging fund managers - from Ipanema Capital, Sagil Capital and Marlin Investimentos - speak to Opalesque in Part I, and Eurekahedge provides the vital statistics in Part II .

47N recommends the type of directors emerging managers should look for; Bryan Borgia of Topwater Capital Partners explains the mechanics of his risk-based managed accounts platform in Q&A; Antoine Rolland of NewAlpha discusses new projects and trends in Seeders' Corner; and Oliver Scully of Citco Fund Services comments on the evolving relationship between fund managers and administrators in Servicers' Spot.

Then we have the usual recapitulation of recent maiden Launches and a review of the latest views and findings in Perspectives.

Finally, two very different emerging fund managers speak to New Managers in Profiles: Mike Dever of Brandywine Asset Management, and Mohannad ALRashoudi of MR Capital. We added in this sectio......................

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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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