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Fund Manager Interviews

Fund Manager Interviews
Jeff Peskind, founder and chief executive, Phoenix Investment Adviser LLC

The Interview – Jeff Peskind, Phoenix Investment Adviser: “As with many distressed-focused managers, 2008 represented the best and worst of times”

Tue, 26/04/2011 - 06:00

Phoenix Investment Adviser, which focuses on investing in the bonds of out-of-favour companies whose securities’ prices have declined substantially, recently opened to outside investors a fund investing in the equity of the same ‘stressed’ companies. Founder and chief investment officer Jeff Peskind says such stocks may have significant upside potential in an environment of economic recovery where companies continue to have access to capital via the high-yield market. »

Michael Reichstein, Reichstein Trading & Asset Management

The Interview – Michael Reichstein, Reichstein Trading & Asset Management: “Thoroughbred horses offer diversification to institutions, high net worth individuals and hedge funds”

Fri, 01/04/2011 - 06:00

Michael Reichstein, whose Maltese alternative fund business, Resco Funds Sicav, is preparing to launch the Thoroughbred Horse Fund, says that despite the risks inherent in an asset class whose performance is partly dependent upon race results, the fund aims to achieve stable and attractive performance through a strategy of diversified investments and the access to the knowledge of a broad range of industry experts. »

Faris Abdulrazzaq, Menasa Capital Management

The Interview – Faris Abdulrazzaq, Menasa Capital Management: “Despite the recent events in Egypt and Tunisia, we remain bullish on prospects for 2011”

Mon, 28/02/2011 - 06:00

Faris Abdulrazzaq (pictured), senior portfolio manager at Menasa Capital Management, which specialises in identifying investment opportunities in the rapidly-growing public markets of the Middle East, North Africa and South Asia, says that with a buoyant oil price driving current account surpluses, Gulf governments are poised to spend more than ever on building infrastructure and creating jobs.  »

Ezra Sun, manager of the Veritas China Fund and head of Far East at Veritas Asset Management

The Interview – Ezra Sun, Veritas Asset Management: “The Year of the Rabbit is likely to be dominated by a tussle between a deflationary environment in the West and inflationary pressure in the East”

Mon, 21/02/2011 - 06:00

Ezra Sun, manager of the Veritas China Fund and head of Far East at Veritas Asset Management, believes that consumption is a strong structural theme that over time will yield great returns, while capital investment also offers opportunities as infrastructure spending continues unabated amid continuing capacity expansion and upgrading.  »

Alex Moisseev, principal and chief investment officer, Dighton Capital Management

The Interview – Alex Moisseev, Dighton Capital Management: “Last year saw many attractive trading opportunities, but we turned down nine out of 10 due to an unattractive risk/reward ratio”

Tue, 08/02/2011 - 06:00

Alex Moisseev (pictured), principal and chief investment officer of Dighton Capital Management, says the firm’s stable of managed futures funds are designed to perform in any market conditions, using a pattern recognition model and a strict selection process that produces a small number of high-quality trades. »

Thanos Ballos, managing partner. Strategic Investments Group

The Interview – Thanos Ballos, Strategic Investments Group: “Liquidity, results, transparency and regulation are the four words we hear from investors nowadays”

Fri, 24/12/2010 - 06:00

Thanos Ballos, managing partner of Strategic Investments Group, says the firm’s multi-manager Active Trading Fund, launched in May this year and managed by Permal Group, offers a multi-asset strategy that seeks to generate absolute returns with controlled volatility and low correlation to the fixed-income and equity markets. »

Jonathan Sharpe, chief executive, Ratio Asset Management

The Interview – Jonathan Sharpe, Ratio Asset Management: “The returns from what might seem quite boring stocks can be highly attractive, and it helps us sleep at night”

Fri, 17/12/2010 - 06:00

Jonathan Sharpe, chief executive of Ratio Asset Management, says the long/short small and mid-cap equity Ratio European Fund benefits from the limited attention the sell-side pays to the fund’s investment universe, which increases its inefficiencies, while the sharp decline in the level of assets on the buy side from its peak has increased the available opportunities. »

Gerry Aherne, chief executive, Javelin Capital

The Interview – Gerry Aherne, Javelin Capital: “The financial crisis has changed the investment landscape by removing much of the froth in the hedge fund world”

Tue, 07/12/2010 - 06:00

Gerry Aherne, chief executive of Javelin Capital, says the firm’s newly-launched Global Equity Strategies Fund, which employs a combination of systematic, fundamental and tactical strategies according to the specific characteristics of individual geographic regions or sectors, is set to appeal to investors that are becoming increasingly resistant to paying for beta-generated performance.  »

The Interview – Thomas Wehlen, Coburn Barrett: “We have considered a higher risk/higher return fund, but it will not be for the faint of heart”

The Interview – Thomas Wehlen, Coburn Barrett: “We have considered a higher risk/higher return fund, but it will not be for the faint of heart”

Fri, 03/12/2010 - 01:11

Coburn Barrett founder and senior manager Thomas Wehlen says the firm’s GLI Fund, a global quantitative macro fund, has beaten both the S&P 500 and the MSCI Global indices by more than 10 per cent over its nearly 13 years of existence, but fundraising is difficult because the fund does not fit into any standard category and not charge a performance fee. »

Jerome Booth, head of research, Ashmore Investment Management

The Interview – Jerome Booth, Ashmore Investment Management: “The energy sector in India is characterised by high private equity-like returns”

Tue, 23/11/2010 - 06:00

Jerome Booth, head of research at Ashmore Investment Management, says the new Ashmore PTC India Energy Infrastructure Fund benefits from the UK manager’s partnership with India’s largest power trader, which brings to the venture strong relationships in the sector that will help the fund to access strong deal flow, preferential deal terms and in-depth local expertise. »

Robert Press, CIO, Trafalgar Capital Advisors

The Interview – Robert Press, Trafalgar Capital Advisors: “The global financial crisis has allowed us to strengthen our processes and risk mitigation techniques”

Fri, 19/11/2010 - 06:00

Robert Press, chief investment officer for the TCA Global Credit Fund, argues that the Cayman-based fund is unique in offering short- to medium-term senior secured financing instruments to small and medium-sized companies in combination with hands-on merchant banking services »

Eli Kent, co-founder and managing partner, Moody Aldrich Partners

The Interview – Eli Kent and Chris Kelley, Moody Aldrich Partners: “We expect an unprecedented opportunity with the dismantling of prop trading desks at Wall Street banks”

Tue, 16/11/2010 - 06:00

Eli Kent and Chris Kelley, co-founders and managing partners of hedge fund seeding platform Harvest Fund, an affiliate of Moody Aldrich Partners, expect to see a surge in investment opportunities over the coming year or so as regulatory changes, increased fee compression and shrinking margins at many established investment firms prompt a flood of talent to go independent. »

Calvin C K Tai, Head Trading Division, Hong Kong Exchanges and Clearing Ltd

Hedgeweek Interview: Calvin C K Tai, Head Trading Division, Hong Kong Exchanges and Clearing Ltd

Thu, 11/11/2010 - 11:06

Calvin CK Tai outlines the latest developments in trading at the HKEx, including the launch of new volatility and futures indices »

David McIlroy. CIO, Alquity Investment Management

The Interview – David Mcilroy, Alquity Investment Management: “Africa is potentially the next attractive emerging market after the BRIC countries”

Mon, 08/11/2010 - 06:00

David Mcilroy, chief investment officer of Alquity Investment Management, says the firm’s recently-launched Alquity Africa Fund aims to invest in growing businesses that offer investors outstanding financial value, while also addressing the challenges of sustainability that can create or destroy financial value. »

Tony Parry, executive director of Premier Group (Isle of Man)

The Interview – Tony Parry, Premier Group: “More local authorities will turn to ‘green’ waste treatment companies and in particular those with facilities to turn waste into energy”

Mon, 01/11/2010 - 05:00

Tony Parry, executive director of Premier Group (Isle of Man), says the New Earth Solutions Recycling Facilities Investment Sub-Fund, launched in partnership with environmental technology specialist New Earth Solutions, has returned 25.8 per cent since July 2008 by investing directly and indirectly in the development and ownership of recycling facilities in the UK. »

Philip Pirecki, partner, SIlverstone Capital

The Interview – Philip Pirecki, Silverstone Capital: “Mispricing never goes away”

Sun, 24/10/2010 - 18:25

Silverstone Capital partner Philip Pirecki says the firm’s eponymous fund, which invests across the automotive industry value chain, can provide investment institutions such as pension funds with the alpha and low correlation they seek to achieve a return profile that will meet their investment objectives. »

Michael Craig-Scheckman, chief executive, president and portfolio manager at Deer Park Road

The Interview – Michael Craig-Scheckman, Deer Park Road: “We have sold positions with too much downside risk and raised cash levels in anticipation of buying cheaply”

Mon, 11/10/2010 - 06:00

Michael Craig-Scheckman, chief executive, president and portfolio manager at Deer Park Road, says the firm distinguishes itself from other managers through its focus on deeply discounted, high cash-flow, shorter-term asset-backed securities, coupled with a philosophy of not using leverage and viewing all purchases as potential hold-to-term securities. »

Derren Geiger, COO, Cornerstone Asset Management

The Interview - Derren Geiger, Cornerstone Acquisition & Management: “We maintain a long-term bullish outlook on energy-related commodities”

Fri, 01/10/2010 - 07:54

Derren Geiger, chief operating officer of Cornerstone Acquisition & Management and portfolio manager of the Caritas funds, which invest in portfolios of private oil and natural gas royalty interests located within the continental US, says a number of factors make this a particularly advantageous time to acquire oil and gas assets. »

Michael Azlan, founder and executive chairman, Frontier Capital Management

The Interview – Michael Azlen, Frontier Capital Management: “More multi-asset funds entering the market will help highlight our proven track record and low-cost philosophy”

Mon, 30/08/2010 - 06:00

Michael Azlen, founder and executive chairman of Frontier Capital Management, says his firm’s index-based approach to multi-asset investing is modelled on the tried and tested approach of US university endowments, aims to create a globally diversified portfolio through exposure to eight traditional and alternative asset classes or strategies to generate long-term uncorrelated real returns above inflation and cash. »

Troy Duncan, co-portfolio manager of the London-listed J.P. Morgan Private Equity

The Interview – Troy Duncan, J.P. Morgan Asset Management: “Market uncertainty makes this a very difficult time for investors to lock up funds in illiquid investments”

Mon, 26/07/2010 - 06:00

Troy Duncan, co-portfolio manager of the London-listed J.P. Morgan Private Equity fund, a fund of funds that acquires fund interests from motivated or distressed sellers in the secondary market at a discount to their intrinsic value, says the investment team is currently looking at high-growth companies in Asia and other emerging regions, senior credit in the US, and special situations in Europe. »

Adam Balinsky, president of Caldwell Life Strategies

The Interview – Adam Balinsky, Caldwell Life Strategies: “Life settlements are starting to be recognised as a viable asset class for liability-driven investments”

Mon, 19/07/2010 - 07:51

Adam Balinsky, president of Stamford, Connecticut-based life settlement investment specialist Caldwell Life Strategies, says the key to his firm’s success in an asset class full o »

Olaf van den Heuvel, European head of tactical asset allocation, Aegon Asset Management

The Interview – Olaf van den Heuvel, Aegon Asset Management: “We expect markets to recover slightly, but also more setbacks that will surprise the markets”

Tue, 13/07/2010 - 06:00

Olaf van den Heuvel, European head of tactical asset allocation at Aegon Asset Management and portfolio manager of the Ucits-compliant Global Opportunities Fund launched last December, expects the fallout following the credit crunch to continue along with further ‘surprises’ like Greece or Dubai. »

Paul Brosnan, marketing director, IFS Asset Managers

The Interview – Paul Brosnan, IFS Asset Managers: “Timber investments have consistently outperformed other asset classes over the past 20 years”

Thu, 24/06/2010 - 10:09

Paul Brosnan, marketing director of IFS Asset Managers and a director of the newly-launched International Forestry Fund, says rising timber prices in the jurisdictions in which the fund owns portfolios is not only good news for investors but will help raise awareness of forestry as an attractive, secure and predictable asset class for those interested in socially responsible investment. »

Thomas Ferris, Chief Executive, Sagres

The Interview – Thomas Ferris, Sagres: “Investors currently have a short investment horizon and a focus on manager transparency, but they are still seeking above-average returns”

Fri, 04/06/2010 - 06:00

Thomas Ferris, chief executive of specialist consumer debt asset manager Sagres, says the firm’s new Recovery Capital Partners fund is poised to benefit from advantageous market conditions, including a decline in competition as less capitalised firms have been forced out of the business as well as an improvement in key relationships with sellers of debt. »

Ronald Neumunz, Head of Sales and Investor Relations, Alpstar Capital

The Interview – Ronald Neumunz, Alpstar Capital: “One of the lessons of the global crisis is always to have ready cash on hand to take advantage of buying opportunities”

Tue, 01/06/2010 - 06:00

Ronald M Neumunz, head of sales and investor relations at Geneva-based Alpstar Capital, says the firm’s concentrated focus on Europe is a key differentiator that appeals to non-European investors who want dedicated continental credit exposure, along with an investment process combining macro and micro elements with a real operating world overlay. »

James Thornton, Fund Director, Mayfair Capital

The Interview – James Thornton, Mayfair Capital: “Rental growth will remain elusive in most markets except central London over the next two to three years”

Wed, 26/05/2010 - 00:10

James Thornton, fund director at Mayfair Capital Investment Management, says investors with the specialist property fund manager have benefited from the firm’s ability to time the UK market – for example in 2007, when they called the peak of the market and decided to wind up the MC Property Growth Fund early to protect investors’ capital and take profits. »

Nicolas Clavel, Chief Investment Officer, Scipion Capital

The Interview – Nicolas Clavel, Scipion Capital: “Credit will remain like gold dust for trading companies and project managers in Africa”

Fri, 14/05/2010 - 07:56

Nicolas Clavel, founder and chief investment officer of Africa-focused asset manager Scipion Capital, says the firm’s flagship Commodity Trade Finance fund, which has produced positive performance every month since its launch in 2007, is now seeking out lucrative opportunities to provide short-term finance in the minerals field, such as copper in Zambia and tin in Rwanda. »

The Interview – Ian McEvatt, Iceman Capital Advisors: “India will experience a ‘North Sea oil’ effect over the next five to 10 years”

The Interview – Ian McEvatt, Iceman Capital Advisors: “India will experience a ‘North Sea oil’ effect over the next five to 10 years”

Mon, 26/04/2010 - 06:00

Ian McEvatt, majority owner of Iceman Capital Advisors, says the London- and Amsterdam-listed Himalayan Fund it manages is narrowly focused on generating returns from opportunities in Indian stocks. Because of this, he says, Iceman concentrates on providing excellent communication and client servicing and a level of transparency and access that cannot be provided within any kind of institutional structure. »

The Interview – Tim Gascoigne, HSBC Alternative Investments: “We have steered clear of all hedge fund blow-ups over the past 20 years”

The Interview – Tim Gascoigne, HSBC Alternative Investments: “We have steered clear of all hedge fund blow-ups over the past 20 years”

Tue, 20/04/2010 - 07:43

Tim Gascoigne, global head of portfolio management at HSBC Alternative Investments, says that what is reckoned the third largest alternative business worldwide with more than USD30bn in assets has been built on a combination of bottom-up and top-down research, a focus on diversification and strong approach to due diligence. »

The Interview – Anthony Eaton, JM Finn & Co: “We have a bias toward earnings now rather than jam tomorrow”

The Interview – Anthony Eaton, JM Finn & Co: “We have a bias toward earnings now rather than jam tomorrow”

Thu, 08/04/2010 - 07:53

Anthony Eaton, manager of the six-year-old, GBP54m JM Finn Global Opportunities Fund, says the fund aims to invest in the consequences of globalisation as industrialisation and urbanisation within non-G7 countries create greater global output but also greater capacity, moving pricing power from what is made to what is required to make it. »

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