By GFIA Team, led by Peter Douglas The monthly “thinkpiece” as we call it in GFIA, is usually a qualitative commentary on what we’re seeing at the moment in our world. This month, however, we’re going to go over some of our learnings from 28 years’ exposure to the world of professional investing (and including […] Read more »
Hedge Fund Managers Are Increasingly Accommodative On Fees – Towers Watson Survey
From The Towers Watson Global Alternatives Survey 2013* The key trends for hedge funds identified in the survey relate to both single manager hedge funds and funds of hedge funds (FoHFs). The FoHF industry continues to adjust to the new normal, with FoHFs increasingly working with investors in some form of customised or bespoke manner. […] Read more »
Return of Your Capital over Return on Your Capital
By Lee Robinson, Altana Wealth Limited It is difficult to know where to start. 2013 is beginning to look like a pivotal year for so many regions globally. The bear is savaging each market in turn. First it was commodities then emerging market currencies followed by everything else in emerging markets. China is back to […] Read more »
Rotella TEXO – A Diversifying Program By Design
By Simon Kerr One of the manifest difficulties of a successful trader or investor with their own firm is to diversify investment strategies. The monied trader will be very good at one particular way of addressing markets and won’t necessarily be a master of the universe in another investment discipline. The edge may be different […] Read more »