About Tim Seymour
Timothy Seymour is Co-Founder and Managing Partner of Red Star Asset Management and is also Chief Operating Officer of the $116 million Red Star Double Alpha Fund. Prior to coming on board with Red Star, Seymour was the Head of Fixed Income in Moscow at Troika Dialog Group, and was later appointed Global Head of Sales for all products. In January 2000, Seymour moved to New York to found Troika Dialog USA, a full-service NASD/SEC regulated brokerage firm and subsidiary of Troika Dialog Group. He also oversaw the development of Troika's US corporate finance business, working with multinationals seeking strategic partnerships and green-field projects in Russia, as well as Russian companies making acquisitions in the US. Seymour holds an MBA from Fordham Graduate School of Business with a concentration in International Finance and a BSBA in Marketing from Georgetown School of Business Administration. He comments regularly on developments in Russia's capital markets on CNBC, Bloomberg and CNN.
Taiwan is a significant component of the EM MSCI and has drastically underperformed the index during the greatest bull run in Emerging Markets. Why? Economic impact of the political relationship with China has affected earnings and also forced investors to price in additional risk to Taiwanese companies. Evaluate the current election result in the context of broader economic change as […]
Despite today’s fall in VIX, volatility is at 5 year highs. This is a great place to reinforce macro GEM views and seize upon either price weakness or get paid from volatility. Emerging markets – especially when analyzed across specific country lines are not a fad, or even a bubble, but a 10 year growth story. Despite what I can […]
With the Fed having moved 75bps between meetings, targeting slowing growth(with less focus on inflation) we are going to here more and more remonstration directed at the ECB on their reluctance to cut rates, and the root of this stance. Real rates are now probably 100bps higher in Europe than they are in the US and inflation is more contained […]
While the decoupling debate of emerging mkts to developed markets rages on– EM investors who are on the fence can look at the cellular sector in EM as being defensive during a period when there is a question about top down growth. Disposable income is growing in places like the , Latin America, Middle East, Russia and obviously India and […]
What we did learn from Friday’s silly close in the US is that hedge funds are positioned for more doom and gloom, thus we are either near a bottom (when everyone believes the market is going lower…) or someone is actually looking at the bond mkt this time for the appropriate signals on the health of the credit markets(where all […]
Taiwan Offers Value – Election Provides Catalyst
Taiwan is a significant component of the EM MSCI and has drastically underperformed the index during the greatest bull run in Emerging Markets. Why? Economic impact of the political relationship with China has affected earnings and also forced investors to price in additional risk to Taiwanese companies. Evaluate the current election result in the context of broader economic change as […]