Incisive Views from Professionals
In this article Simon Kerr, Publisher of Hedge Fund Insight, has a Q&A session with global macro manager Hakan Kocayusufpasaoglu, CIO of Archbridge Capital. Hedge Fund Insight: You had a good year in 2013, with your macro fund up over 19%. In which asset classes did you make the most money, and how much […] Read more »
By Hakan Kocayusufpasaoglu, CIO of Archbridge Capital, with an introduction by Simon Kerr Introduction Some hedge fund strategies are more difficult to engage with than others. Most investors could understand what equity hedge funds do, but other strategies can be difficult (like volatility arbitrage) or just opaque (like most high end CTAs). Global macro […] Read more »
By Hakan Kocayusufpasaoglu, CIO Archbridge Capital AG QE reduction is the start of tighter monetary policy in the US. Though we expect this tightening to be slower than the Fed forecasts, we do believe that this is only the beginning. Gold reacts badly to higher real interest rates and rates will rise for a long […] Read more »
By Mauro D’Andrea, and Simon Kerr Statistics are some of most powerful tools in the marketing world. Write a statement, and everyone who reads it will think it’s just your opinion (or your experience). Add stats to that statement and everyone will recognize what you said as an objective truth. Stats are very powerful […] Read more »