By Simon Kerr, Publisher of Hedge Fund Insight When at last the SEC ruled in July that the 80-odd year old ban on general solicitation and advertising of private placements was lifted there was much prognostication on what that could mean for hedge funds. Already 40 Act Funds were being run by hedge fund management […] Read more »
10 Things You need To Know About Hedge Fund Marketing Content
By Brenna Hardman, CEO of Buy Side Design Hedge funds can now advertise. As the long-time SEC ban on hedge fund solicitation is retired and hedge funds capitalize on the JOBS Act, hedge fund managers should keep the following in mind: 1. Good design pays off. A 2004 study by the Design Council in the UK showed […] Read more »
CTAs Stand Out Amongst YTD Returns And Flows
By Hedge Fund Insight staff Hedge fund asset flow data for November was unremarkable with one exception – the flows out of CTAs. There have been outflows from CTAs in aggregate in each of the last 6 months. The performance of CTAs in 2013 has been exceptional, but not in a good way, as the […] Read more »
Apple And The Activists
By Alex Gavrish, Etalon Investment Research and author of “Wall Street Back To Basics” It is clear that even without recent activist involvement by Carl Icahn in Apple, the stock provided an attractive investment opportunity. As of April 23th 2013, the day Apple announced second quarter results (FY 2013), the stock was trading at $406 […] Read more »
“Summers vs. Carney ” – Financial Sector Malaise The Primary Driver Or Not?
By Stephen Lewis, Chief Economist of Monument Securities With his talk of ‘secular stagnation’, Prof Summers has prompted a welcome reassessment of what ails the global economy. For five years, policymakers in the advanced economies have been taking measures of unprecedented vigour, with a view to restoring full employment, but the results have been uniformly […] Read more »
Bulldog Investors Returns To Using Proxy Contests
From Activist Insight Bulldog Investors LLC didn’t run a proxy contest in the first half of 2013, but all of a sudden two have come along at once. The activist, still one of the busiest around but less aggressive in recent years, announced last month that it would nominate directors at two companies – Firsthand Technology […] Read more »
Margin Pressures Evident In Citi Hedge Fund Survey
From Citi Prime Finance The business of hedge funds is caught between rising costs and falling management fees, holding little profit for managers who don’t perform. That’s one key finding from the second annual global survey of the economics of hedge funds in the just-released Citi Prime Finance 2013 Business Expense Benchmark Survey. According to […] Read more »
Global Macro Outlook For 2014 From Spotlight Ideas
From Stephen Pope, Managing Partner, Spotlight Ideas Spotlight Ideas bullish on global economy in 2014. Confident central bank policy will stay accommodative as supporting the recovery is the best way to engineer a return to a more normal monetary policy. The only cloud seen is that still posed by the Eurozone. […] Read more »
To Succeed Hedge Funds Need Strength In Three Areas
From StreetID According to Donald A. Steinbrugge, a Managing Partner at hedge fund consulting and marketing firm Agecroft Partners, a big trend in the hedge fund industry is that large managers still have an advantage over their smaller competitors. “One trend that has been fairly consistent since 2008 is that money continues to flow to […] Read more »
Graphic Of The Day – Legal & General Strategy Views – Japan Over US Equities
From Legal & General Investment Management Current views are summarised in the following table: Read more »