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Absolute Return

Harold Heuschmidt, Aquila Capital

Harold Heuschmidt, Aquila Capital: “Absolute return Ucits funds offer enhanced transparency, liquidity and oversight – all increasingly important criteria for investors”

Sun, 19/08/2012 - 10:32

Aquila Capital’s Harold Heuschmidt (pictured) says the Risk Parity funds of which he is head manager use a multi-asset investment strategy that allocates risk across different asset classes offering a risk premium, namely equities, bonds, commodities and interest rates, with the contribution of each asset class risk-weighted to balance risk proportionately across the portfolio. »

Giles Worthington, RiverCrest Capital Management

Giles Worthington and Tim Short, RiverCrest Capital: “Investors need to be really able to trust the manager and to have a frequent, honest and open dialogue with them”

Sun, 22/01/2012 - 17:53

Giles Worthington (pictured) and Tim Short, portfolio managers of the RiverCrest European Equity Alpha Fund, say their strategy – offered through a Ucits platform – should be capable of performing well in macro-dominated environments, since the investment process combines stock-picking with portfolio construction and risk management disciplines to neutralise market-associated risks and isolate alpha. »

Nadejda Rakovska, chief executive, Volvar Asset Management

Nadejda Rakovska, Volvar Asset Management: “Clearing of standardised OTC should facilitate investors’ shift from traditional to new asset classes”

Mon, 16/01/2012 - 08:22

Nadejda Rakovska, chief executive of start-up volatility specialist Volvar Asset Management, which is preparing to launch its first fund as a self-managed Luxembourg Sicav SIF, expects volatility to be recognised as a separate asset class that will attract increased allocations from multi-managers and balanced portfolios and prompt more players to launch funds. »

Mark Fleming, partner, Tiburon Partners

The Interview – Mark Martyrossian and Mark Fleming, Tiburon Partners: “In an age of information overload, the key to successful investment is to distinguish intelligence from information”

Sun, 08/01/2012 - 19:41

Mark Martyrossian and Mark Fleming (pictured), partners in Asian equities specialist Tiburon Partners and co-managers of the Tiburon Taipan and Tiburon Taurus funds, believe that the region was unfairly punished last year, underperforming the US and performing in line with much of Europe despite its stronger macro credentials, and that many stocks are trading at dirt-cheap valuations. »

Julian Rogers-Coltman, chief executive, FF&P Capital Management

The Interview – Julian Rogers-Coltman, FF&P Capital Management: “We are mindful of the risk further bad news as the peripheral European economies continue to deteriorate”

Fri, 12/11/2010 - 06:00

Julian Rogers-Coltman (pictured), chief executive of Fleming Family and Partners Capital Management, says the absolute return asset manager’s two surviving funds are well set to capitalise on the continuing market volatility, but he acknowledges that fundraising will remain difficult until fears of a double dip recession dissipate and it becomes clearer how weaker European countries can escape the sovereign debt trap. »

William Kitchin, portfolio manager of the Castillon Diversified Fund

The Interview – William Kitchin, Alternative Advisors: “Our clients are now more focused than ever on regulation, transparency and liquidity”

Fri, 13/08/2010 - 06:00

Alternative Advisors’ William Kitchin (pictured), portfolio manager of the Castillon Diversified Fund, a Ucits absolute return fund of funds, says that while the fund is constrained in its selection of underlying managers by the need to match the liquidity it offers to investors, this is not a particular disadvantage in the short term given the current macro economic conditions. »

Alistair MacDonald, Merrion Investment Managers

The Interview – Alistair MacDonald, Merrion Investment Managers: “Volatility in markets produces opportunities particularly for investors that can identify both long and short ideas”

Fri, 11/06/2010 - 06:00

Alistair MacDonald, co-manager of the newly-launched Merrion European Absolute Return Fund, argues that Ucits III hedge funds are benefiting from the current uncertainty over the final form and substance of the European Union’s AIFM Directive as well as concerns over the costs of implementing its requirements. »

The Interview – Chris Day and George Cadbury, Merchant Capital: “There is a massive opportunity for high-calibre managers to raise money through a Ucits structure”

The Interview – Chris Day and George Cadbury, Merchant Capital: “There is a massive opportunity for high-calibre managers to raise money through a Ucits structure”

Tue, 04/05/2010 - 07:00

Merchant Capital directors Chris Day (pictured) and George Cadbury say the firm, which last year launched the first Dublin-domiciled Ucits umbrella fund created specifically for Ucits absolute return funds, is looking to launch up to 10 funds over the course of 2010 following the debut of the long/short Merchant European Equity Fund in January. »

The Interview – Spike Hughes, Insynergy Investment Management: “It is difficult to see how investors will recapture lost value through cash or cash-like investments”

The Interview – Spike Hughes, Insynergy Investment Management: “It is difficult to see how investors will recapture lost value through cash or cash-like investments”

Fri, 30/04/2010 - 06:00

Spike Hughes, chief executive of Insynergy Investment Management, says that building on the existing success of its initial retail fund run by Crispin Odey and new absolute return funds targeting India and China, the firm will seek out further world-class investment teams with proven strategies that can be adapted to a Ucits structure. »

The Interview: Fred Sage, Decision Analytics Advisory Partners: “Repackaging hedge funds as Ucits-compliant structures is new territory for the investment management industry

The Interview: Fred Sage, Decision Analytics Advisory Partners: “Repackaging hedge funds as Ucits-compliant structures is new territory for the investment management industry

Wed, 24/02/2010 - 06:00

Fred Sage, managing partner of Decision Analytics Advisory Partners, says the Next Generation Absolute Return Ucits Sicav and Ucits Fund of Funds will offer investors a unique selection of hedge fund strategies with all the protection offered by a Ucits umbrella fund structure, backed up by a broad range of internal and third-party sophisticated Ucits funds expertise. »

The Interview – Richard Sherwin, Blacksquare Capital: “Ucits funds give managers access to new pools of savings and a diversified investor base”

The Interview – Richard Sherwin, Blacksquare Capital: “Ucits funds give managers access to new pools of savings and a diversified investor base”

Tue, 02/02/2010 - 06:00

Richard Sherwin, partner and head of investment research at Blacksquare Capital, says the newly-launched IFSL Blacksquare Multi-Manager Absolute Return Fund, of which he is portfolio manager, is accessible and affordable to a large majority of investors thanks to a minimum investment of GBP1,000 for its UK retail share class and the absence of a performance fee – a unique characteristic for a multi-manager absolute return fund. »

The Interview – Richard Hodgetts, Collins Stewart Fund Management: “Nearly all the higher-quality absolute return products have come from managers running existing hedge funds”

The Interview – Richard Hodgetts, Collins Stewart Fund Management: “Nearly all the higher-quality absolute return products have come from managers running existing hedge funds”

Wed, 09/12/2009 - 09:33

Manager Richard Hodgetts says the newly-launched Collins Stewart Alternative Strategies Fund, a Ucits III fund of absolute return funds that draws on the firm’s extensive experience as a manager of funds of hedge funds, is set to capitalise on increasing interest in absolute return strategies as investor confidence returns. »

The Interview – Frédéric Durr, Maoming Investment Management: “Our role is to make higher returns and preserve capital whatever happens”

The Interview – Frédéric Durr, Maoming Investment Management: “Our role is to make higher returns and preserve capital whatever happens”

Wed, 14/10/2009 - 05:00

Frédéric Durr, a principal and fund manager with Shanghai-based Maoming Investment Management, says the firm’s Maoming Fund aims to generate returns while preserving capital through an intense focus on the companies it invests in, with liquidity the key element in risk management. »

The Interview Bill Woodruff, Bandon Capital Management: “Alternative strategies are valuable portfolio components for mass affluent and small institutional investors”

The Interview Bill Woodruff, Bandon Capital Management: “Alternative strategies are valuable portfolio components for mass affluent and small institutional investors”

Fri, 25/09/2009 - 08:01

Bill Woodruff, founder, president and portfolio manager at Bandon Capital Management, says the firm’s directional interest rate strategy, offered through separately managed accoun »

The Interview - Ralph Gasser, Bank Julius Baer: "Clients are increasingly willing to add risk again cautiously"

The Interview - Ralph Gasser, Bank Julius Baer: "Clients are increasingly willing to add risk again cautiously"

Mon, 20/07/2009 - 07:00

The five-year-old Julius Baer Absolute Return Bond Fund managed by London-based Augustus Asset Managers has delivered euro-denominated returns of 3.8 per cent over the past three »

The Hedgeweek Interview - Paul Sloane, Martin Currie: "We anticipate lots more capital raising and/or dividend cuts in the banking sector"

The Hedgeweek Interview - Paul Sloane, Martin Currie: "We anticipate lots more capital raising and/or dividend cuts in the banking sector"

Fri, 23/05/2008 - 07:00

Paul Sloane, who researches and recommends global insurance and diversified financials stocks as co-manager of the Martin Currie Absolute Returns Fund - Global Financials, argues that the »

The Hedgeweek Interview - R Rajagopal, Kotak Mahindra Bank: "Our investment strategy is adaptive to different stages of the market cycle"

The Hedgeweek Interview - R Rajagopal, Kotak Mahindra Bank: "Our investment strategy is adaptive to different stages of the market cycle"

Fri, 16/05/2008 - 07:00

R Rajagopal, principal investment manager of the Kotak India Dynamic Fund, says the newly-launched fund is one of the few Indian absolute return equity funds backed by a leading Indian »

The Hedgeweek Interview: Neal Goyal, Blue Horizon Asset Management: "There are still a number of uncovered areas of the financial sector that will lead to further turbulence"

The Hedgeweek Interview: Neal Goyal, Blue Horizon Asset Management: "There are still a number of uncovered areas of the financial sector that will lead to further turbulence"

Thu, 03/04/2008 - 17:44

Neal Goyal, chief investment officer of Blue Horizon Asset Management, outlines his firm's strategy to capitalise on the volatile market environment and continuing fall-out from the sub-pr »

The Hedgeweek Interview: Paul Graham, head of alternatives, business development and distribution, Baring Asset Management

The Hedgeweek Interview: Paul Graham, head of alternatives, business development and distribution, Baring Asset Management

Thu, 15/11/2007 - 11:06

Barings' head of alternatives Paul Graham discusses the investment strategy that underpins the Baring Emerging Market Absolute Return Fund, which was launched in September. »

The Hedgeweek Interview: Bryce Markus, portfolio manager and managing principal, BlueMountain Capital Management: "The credit crunch of summer 2007 has not yet played itself out"

The Hedgeweek Interview: Bryce Markus, portfolio manager and managing principal, BlueMountain Capital Management: "The credit crunch of summer 2007 has not yet played itself out"

Fri, 02/11/2007 - 06:01

Bryce Markus, a managing principal at BlueMountain Capital Management, argues that many of the problems affecting credit markets, including the housing crisis, institutions' mistrust of th »

The Hedgeweek Interview: Andy Mantel, fund manager, the China Mantou Fund

The Hedgeweek Interview: Andy Mantel, fund manager, the China Mantou Fund

Fri, 06/07/2007 - 06:53

Fund manager Andy Mantel of Pacific Sun Investment Management in Hong Kong outlines his approach to running the USD50m China Mantou Fund. »

The Hedgeweek Interview: Tim Seymour, Red Star Asset Management: Unearthing domestic stories offering organic growth and consumer exposure

The Hedgeweek Interview: Tim Seymour, Red Star Asset Management: Unearthing domestic stories offering organic growth and consumer exposure

Fri, 12/01/2007 - 09:16

Principal Tim Seymour outlines the investment thinking and processes that are driving Red Star's performance in Russia and Eastern Europe. »

The Hedgeweek Interview: Petek Kutucuoglu, head of research, GEM Global Equities Management: "Timeliness is fundamental"

The Hedgeweek Interview: Petek Kutucuoglu, head of research, GEM Global Equities Management: "Timeliness is fundamental"

Fri, 15/12/2006 - 05:58

Petek Kutucuoglu says emerging market hedge fund manager GEM relishes extracting value from complex or obscure opportunities overlooked by the market. »

The Hedgeweek Interview: Angus Coupland, CIO Asia, Coupland Cardiff Asset Management LLP: Tailored approach to Asian markets

The Hedgeweek Interview: Angus Coupland, CIO Asia, Coupland Cardiff Asset Management LLP: Tailored approach to Asian markets

Tue, 31/10/2006 - 05:59

Angus Coupland discusses the investment discipline that drives the performance of the CC Asia Absolute Return Fund. »

The Hedgeweek Interview: John Monnelly, Lead Manager, Martin Currie Absolute Return Funds - UK Fund: Running Winners, Cutting Losers

The Hedgeweek Interview: John Monnelly, Lead Manager, Martin Currie Absolute Return Funds - UK Fund: Running Winners, Cutting Losers

Tue, 05/09/2006 - 07:00

John Monnelly describes Martin Currie's investment processes and the use of the 'Dynamic Stock Matrix'. »

The Hedgeweek Interview: John Innes, Manager, MPC Pilgrim Fund: Portfolio construction discipline helps achieve targets with relatively low risk

The Hedgeweek Interview: John Innes, Manager, MPC Pilgrim Fund: Portfolio construction discipline helps achieve targets with relatively low risk

Mon, 28/08/2006 - 06:59

John Innes outlines the investment processes that are driving the consistent performance of the MPC Pilgrim Fund. »

The Hedgeweek Interview: Brian McCarthy, Co-founder, Alder Capital: Growing interest from pension funds looking at FX asset class

The Hedgeweek Interview: Brian McCarthy, Co-founder, Alder Capital: Growing interest from pension funds looking at FX asset class

Fri, 16/06/2006 - 07:00

Brian McCarthy discusses the systematic processes that drive Alder Capital's absolute return-focused currency investment strategies. »

The Hedgeweek Interview: Ramiz Hasan & Simon Donne, Fund Managers, Invicta Chikara Japan Fund: Focusing on consistent returns

The Hedgeweek Interview: Ramiz Hasan & Simon Donne, Fund Managers, Invicta Chikara Japan Fund: Focusing on consistent returns

Thu, 01/06/2006 - 17:00

Ramiz Hasan and Simon Donne outline Invicta Chikara Japan Fund's focus on delivering consistent returns with an equity long/short approach.< »

The Hedgeweek Interview: Dino Fuschillo, Martin Currie European Absolute Return Fund: &quot;We will not be phased by short-term noise&quot;

The Hedgeweek Interview: Dino Fuschillo, Martin Currie European Absolute Return Fund: "We will not be phased by short-term noise"

Mon, 10/04/2006 - 00:59

Dino Fuschillo, Lead Manager, outlines the strategy and investment process that underpins the performance of Martin Currie's European-fo »

The Hedgeweek Interview: Michael Sonenshine, CEO, MT Thaler Investment Management: &quot;The big story is going to be Turkey&quot;

The Hedgeweek Interview: Michael Sonenshine, CEO, MT Thaler Investment Management: "The big story is going to be Turkey"

Fri, 17/03/2006 - 06:59

Michael Sonenshine outlines the thinking behind the New Europe Fund managed by MT Thaler, whose principals are based in London and Prague. »

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Wed, 22/07/2015 - 19:52

The introduction of the Alternative Investment Fund Managers Directive (AIFMD) into European law in 2013 was part of a series of moves towards greater regulatory oversight of the hedge fund industry in recent years. In our survey, we asked hedge fund managers for their views on the effect of these new regulations on the industry as well as their expectations about the impact of the AIFMD on their firm over the next 12 months, the results of which are analyzed in this extract from the Preqin Special Report: AIFMD in the Hedge Fund Industry – 2015 Update. ... »

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