By Simon Kerr, Publisher of Hedge Fund Insight Quantedge Capital Pte, the Singapore-based quant management company, has received some coverage this week as the firm has joined the small number of Asian hedge fund managers overseeing a billion dollars. The firm, run by Kah Shin and Chua Choong Tze and are to be congratulated […] Read more »
Outlook for Event Driven Strategies from Quaker Funds
By Thomas F. Kirchner, Portfolio Manager, and Paul Hoffmeister, Portfolio Strategist of Quaker Funds, Inc. The market environment for event driven strategies Credit conditions remain highly favorable for corporations to execute and complete corporate transactions. We expect the current environment, the result of two years of relative macroeconomic calm, to continue during the near-term. […] Read more »
Activist Funds Approach $100bn
From Eurekahedge* Hedge funds deploying shareholder activism as a key cornerstone of their investment strategy have attracted much attention as of late. This overview takes a quick review of their performance and asset growth over the last couple of years. Graphic 1 and Table 1 show the performance of activist hedge funds relative to […] Read more »
Pensions Plans And Hedge Funds – PIMCO Is The Biggest Winner
By Hedge Fund Insight staff Endowments and Foundations are the longest standing institutional class of investors in hedge funds. The thought-leaders amongst them got involved in the late 80’s. Sovereign Wealth Funds have become significant investors in large hedge funds in the last 10 years through the large tickets they write. But both these […] Read more »
Specialized Equity Hedge Funds Preferred By FERI
By Tao Wan, Senior Analyst at FERI AG Although the global equity indices have been marching higher with low volatility until lately, it has been tough for many Equity Long/Short managers starting late March as the rotation of growth to value began. As a whole the Equity L/S managers have not been able to […] Read more »
Hidden Risks In Large Institutional Hedge Fund Managers
By Peter Douglas of GFIA I recently chaired a Bloomberg discussion, targeted at small or growing hedge funds, offering advice on what investors are looking for. My panellists all had at least 10 years’, and in one case 20 years’ experience in the hedge fund or institutional asset management industry, in senior positions. The […] Read more »
Outlook For The S&P And Dow Jones Industrial Index
By Ian Copsey of Harmonic Elliott Wave For those who have not read my book, in July 2010 I forecast the DJIA, then around 9,500, to rally to the 12,800 area from where the Index would correct by around 20% before rallying to the 2007 high. This was not my final target. Indeed, this […] Read more »
Private Credit Market Update From Silver Creek Capital
By Mary Bates, Director Silver Creek Capital OVERVIEW Continued complacency seemed to define the second quarter of 2014, with investors seemingly willing to assume that U.S. growth prospects will remain solid and that the Federal Reserve will manage any issues appropriately. This view was evidenced by the continued downward march of volatility across multiple […] Read more »
Exploiting The Hunger Premium Of Emerging Managers
By Najy Nasser, Chief Investment Officer of HeadStart Advisers Ltd According to the English proverb: ‘hunger is the best sauce.’ In investment terms, those with the most to gain from strong performance, will work hardest to achieve it. Hunger can, therefore, be one of the best sources of return. When it comes to harvesting the […] Read more »
A Great Time To Buy Volatility
By Jerry Haworth, CIO and co-Founder of 36 South Capital Advisors LLP [In this article the terms “volatility” and “options” are used interchangeably for the purpose of simplicity. Options are really a member of a family of volatility assets] Everybody loves options, the generic kind. We love to be able to look back and […] Read more »