Monthly Archives: May 2019
SEC Charges Investment Adviser With Fraud
(HedgeCo.Net) The Securities and Exchange Commission today charged investment adviser Stephen Brandon Anderson with defrauding clients by overcharging advisory fees of at least $367,000. According to the SEC’s order, Anderson owned and operated River Source Wealth Management, LLC, a now-defunct […]
Canadian Institutional Investors to hike alternatives allocations:
(Opalesque)Canadian institutional investors are seeking to further increase their overall allocations to alternative investment strategies, including hedge funds, real estate, private equity, infrastructure and private debt, said a study. Investors are focussing on transparency, fee compression, ESG factors and more […]
Two-thirds of alternative investment fund managers predict a rise in regulatory arbitrage between EU member states
(Hedgeweek) Over two-thirds (67 per cent) of alternative investment fund managers believe the prospect of regulatory arbitrage between European Union member states seeking to attract business is likely to grow over the next two years, according to a new study. […]
EFAMA reports large net inflows into UCITS bond funds in March
(Hedgeweek) Net sales of UCITS and AIFs totalled EUR6 billion, down from EUR13 billion in February, with UCITS registering net inflows of EUR13 billion, up from EUR6 billion in February, according to the latest Investment Fund Industry Fact Sheet from […]
Hedge funds bang defensive drum on oil:
(Reuters) – Hedge funds liquidated more of their bullish petroleum positions as concerns about the health of the global economy and oil usage outweighed European and Middle Eastern supply disruptions. To read this article:
Hedge Funds Pay Jefferies to Trade for Them in One-Stop Shopping
(Bloomberg) Jefferies Financial Group Inc. is luring dozens of clients to a trading venture for hedge funds, a business that some of its largest rivals exited a decade ago. To read this article:
David Tepper Leaves a Void That’s Tougher to Fill
(Bloomberg) The hedge fund industry boasts some of the best money managers on the planet, but good luck investing with them. There are precious few, and it’s never clear who they are in the beginning. By the time their skills […]
Tech Hedge Fund Beats Nasdaq by Looking for Key Inflection Points
(Bloomberg) Lucrative opportunities in technology stocks center around identifying shifts from an old way of doing things to a better way, like from email to instant messaging or from phoning in food orders to doing it online. To read this […]
Your Hedge Fund Marketing, Family Offices and Warren B
(Harvest) Warren Buffet and family office investors know why your asset raising efforts aren’t attracting as many sophisticated investors as you wish. In this month’s column at Harvest’s Asset Manager Marketing Hub, Frumerman & Nemeth (www.frumerman.com) shares its insights, and […]
Hedge Funds Are Gaining Steadily This Year
(Opalesque) In the week ending May 24th 2019, hedge funds are gaining steadily this year but still lagging well behind the broader market. The $3.2 trillion industry is up 7% through April while the S&P 500 popped 17.5%, according Preqin. […]
New Jersey’s Pension Fund to Cut Hedge Fund Allocation in Half
(Bloomberg) The New Jersey State Investment Council unanimously voted to cut its target allocation to hedge funds in half, reducing investments in these partnerships to about $2 billion. To read this article:
Here Are the Hedge Funds That Got It Right (and Wrong) in 2018
(Bloomberg) A handful of clear winners stand out among the hedge-fund managers and short-sellers who pitched their top trade ideas at the Sohn Investment Conference in Hong Kong a year ago. To read this article:
