Incisive Views from Professionals
By Hedge Fund Insight staff One of the public services Hedge Fund Insight provides is mastication: HFI will chew over a major piece of work to give you the highlights. Each year Ernst & Young publish a Global Hedge Fund & Investor Survey*. As usual there were some interesting and surprising results in the […] Read more »
By Diane Harrison, principal of Panegyric Marketing While watching the recent Congressional Benghazi hearings drone along at a glacial pace, it seemed that the verbal maneuverings and utter lack of candidness bore an eerie resemblance to the spin-doctoring that managers sometimes fall prey to as a defensive mechanism when asked tough questions by investors. […] Read more »
By Hedge Fund Insight staff At the beginning of the last quarter Deutsche Asset & Wealth Management’s Hedge Fund Advisory Team advised an overweight in equity market-neutral and an underweight in distressed investing strategies. Both have been good calls in the short period since. Here we catch up with Tim Gascoigne, Head of Liquid Alternatives – […] Read more »
By David Bain of Family Capital Hedge funds aren’t doing well in terms of performance – that will just increase the number of family offices. A recent report by Citibank on the global hedge fund industry found that assets in the sector fell in August this year by $78.4 billion, the biggest fall since October […] Read more »
By David Bain of Family Capital During the financial crisis hedge funds didn’t exactly endear themselves to many family offices, with their opaque redemption structures and underperformance during much of the crisis. But, with some trepidation, family offices have since ventured back into them. Vidak Radonjic, CEO of the New York-based Beryl Consulting Group, […] Read more »
An interview with Managing Partner and CIO STUART MITCHELL of SW Mitchell Capital The interview focuses on staff recruitment and development, and how investment research is conducted at the firm. How do you develop your investment staff? What do you look for in a recruit on your investment side? How do you remunerate them? […] Read more »
By Robin Eggar, Principal of MBD Communications A few weeks ago Volkswagen’s brand was valued at $31 billion. Now apparently it is worth a mere $21 billion. How – beyond the opportunity for shorting VW stock or having to explain away the 30% fall in the share price in this month’s investor newsletter – […] Read more »
TopTurn Capital has had a radical makeover for a hedge fund firm. It was formerly plain-old Darchuck Stewart Asset Management. But the owners Dan Darchuck and Greg Stewart had eureka moment under the tutelage of marketing and branding specialists Meyler Capital. Since then the firm has been re-branded with a strong, memorable identity rooted in […] Read more »
From Eurekahedge Pte of Singapore Hedge funds posted their third consecutive month of losses with the Eurekahedge Hedge Fund Index down 1.75%1in August while the MSCI World Index2lost 6.66% during the month as fears over China’s economic outlook intensified with global equity markets seeing broad based declines. Despite the setback, hedge funds have outperformed […] Read more »
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