Monthly Archives: February 2017
HFRU Composite Index Gains 0.44% In January On EM Gains
(FINalternatives) The HFRU Hedge Fund Composite Index, which measures UCITS compliant hedge funds, gained +0.44% in January, according to an update from Hedge Fund Research. To read this article:
OMGI Adds New Managed Futures Strategy To Liquid Alt Lineup
(FINalternatives) Old Mutual Global Investors (OMGI) has launched a new long/short managed futures strategy aimed at expanding its existing liquid alternative product family with a higher volatility absolute return product. To return this article:
Black Cloud of Illiquidity Hovers Over the Bond Market
(Bloomberg) The $13.9 trillion market for U.S. Treasuries is often called the most important in the world. Lawmakers, regulators and investors have always taken its smooth functioning for granted, with rare exceptions such as the bidding scandal that almost sunk […]
Snap’s Khan Got $145 Million for Move From Credit Suisse
(Bloomberg) The move from Credit Suisse Group AG to Snap Inc. is about to pay off big for Chief Strategy Officer Imran Khan. Khan received 7.09 million restricted shares valued at $145.3 million in 2015 after joining Snapchat’s parent company, […]
Markets are Ignoring The Risk of a Devastating Trade War Under Trump
(The Business Insider) Are investors so focused on Dow 20,000 that they’ve become complacent about the true risks of Donald Trump’s vows to tear up trade agreements, erect 17-commercial tariffs and deport millions of immigrants? To read this article:
Hedge Fund Investor Letters Show Managers Are Stumped by Trump
(Bloomberg) The masters of the universe are sharpening their pencils to write about Donald Trump. The problem? Many of them aren’t sure what to say. In commentaries such as quarterly letters to clients, money managers tackling the potential impact of […]
Estimate Revisions Weak Once Again – the Pattern Continues
(Harvest) Open or double-click on the above spreadsheet. Now here is this post from January 8th, 2017 this year. This pattern of negative revisions continues to persist in the first quarter of the past few years, despite the fact that […]
Emerging Markets – Bonds Beat Equities Which Beat Commodities – Will This Continue?
(Harvest) Emerging markets have been a tough place to invest especially in equities during the post Financial Crisis period. We include a stock index (EEM), and bond index (EMB) and a commodity index (DJP) for some simple comparisons of three […]
Trendless Markets as we move into February
(Harvest) Our sector indicators have all pointed to more trendless behavior for the major asset classes. The only major trend was a decline in the dollar for January and stronger moves higher for precious metals. With higher inflation expectations, and […]
SEC Charges Investment Adviser With Stealing Investor Funds
(HedgeCo.NET) The Securities and Exchange Commission today charged a Connecticut-based investment advisory business and its owner with stealing money from investors to settle a private lawsuit among other misuses. The SEC alleges that Sentinel Growth Fund Management and its founder […]
The top 20 hedge funds made their investors $16.1 billion last year
(Yahoo) London-based fund-of-funds LCH Investments published its annual list of the top 20 “great money managers” for 2016. The list, produced using the fund of funds’ estimates and data from eVestment, measures net gains, after fees, of hedge fund managers […]
Dan Loeb: Trump will make hedge funds great again
(Reuters) U.S. hedge fund manager Dan Loeb is betting President Donald Trump will be good for investments thanks to his planned mix of tax cuts, reduced regulation and infrastructure spending. “This environment is undoubtedly better for active investing – just […]