Selecting Oil Stocks: “Hedge Fund Insight” will feature a series of articles to share the expertise of specialist equity managers. The first explores the approach taken by RoundRock Capital Partners, LP which specialises in oil and gas shares in the hedge fund format. Introduction Since 2001 RoundRock Capital Partners, LP (“RoundRock”) of Dallas, TX […] Read more »
PODCAST FIVE – Sources and Types of Investor Demand As Seen by Third Party Marketers
Two 3PMs (James Palmer and Jonathan Lee) discuss the state of the industry with Simon Kerr. Clicking on the link will open a page containing the sound file – download (mp3 format) or play in your browser. The use of a graphic equaliser will probably help the listening experience. PART ONE (19.25) Introduction to speakers […] Read more »
PODCAST FOUR – CTA Beach Horizon
A Discussion with Head of Research of Beach Horizon, Dr. Paul Netherwood. Dr. Netherwood spent four years in the Nineties in trading systems research and development at AHL (Adams, Harding and Lueck, now part of Man Group), and for the last 9 years he has been at Beach Capital Management and Beach Horizon LLP, a […] Read more »
Podcast 3 – A Q&A with Two Third Party Marketers of Hedge Funds
Click on the emboldened header (e.g Part One) to link to the sound file. Clicking on the link will open a page containing the sound file – download or play in your browser Part One (8 minutes) Clicking on the link above will open a new window with two choices available: download the podcast […] Read more »
Podcast 2- A Discussion with UK Equity Portfolio Manager Nick Shenton at Polar Capital
> Click on the links to download or play the sound files (embedded player available). Part 1 (7 minutes 51 seconds) 0.30 Joining Phil Hardy at Polar Capital 1.50 Idea generation 4.40 What Phil Hardy brings to the process of stock selection 5.15 Harder to find shorts now 6.30 Shorts can work faster than longs […] Read more »
Podcast 1 – Hedge Fund M&A
Linked below is the first hedge fund podcast on this website. Today’s subject is mergers and acquisitions amongst hedge fund management companies. For a long time in the industry there has been a lot more talk than action. Because of events of the last two years in combination with new strategic thinking amongst the owner/managers […] Read more »