Northern Trust has paired up with Two Sigma to offer Venn, the quantitative investment specialist’s cloud-based analytics platform, to its clients.
Social media networks are now “critical communications channels and sources of real-time data” for investment managers, presenting myriad opportunities – and potentially huge risks – to firms, and dramatically reshaping the way they trade portfolios, build investment ideas and communicate with clients, according to a major new study by SEI.
Christopher Cruden, manager of the currency and gold-focused CTA strategy Insch Kintore, hopes to capitalise on “ideal” elevated volatility levels in the commodity this year, following a positive start to 2021.
“Art and science”: Prime Capital’s flagship strategy thrives with ‘alpha-first’ approach to hedge fund manager selection
Designed as a balanced portfolio of ‘best-in-class’ hedge fund managers, Prime Capital AG’s flagship fund of hedge funds strategy – the PCAM Blue Chip Fund – has built a formidable track record since launching in October 2007.
US hedge fund titan Kenneth Griffin (pictured), founder, CEO and co-CIO of Citadel, says the recent GameStop trading frenzy demonstrates the need to overhaul the settlement process in markets, and wants a shorter timeframe for settling trades, along with more transparent capital models.
CQS, Sir Michael Hintze’s (pictured) long-running multi-strategy credit-focused hedge fund firm, has launched a new actively-managed strategy which aims to generate higher returns across corporate sub-investment grade opportunities against a backdrop of increased volatility and unpredictable markets.
Hedge funds are continuing to profit from the ongoing surge in cryptocurrencies, as more managers pour money into digital assets’ record rise this year.
Sustainable success: Six months after launch, BNP Paribas’ green-focused EARTH hedge fund is soaring
Since launching last summer, BNP Paribas Asset Management’s Environmental Absolute Return Thematic (EARTH) hedge fund has generated a striking double-digit return, trading long and short positions in energy, materials, agriculture and industrial companies across both developed and emerging markets.
The increasing democratisation of stock trading – and the growing impact of social media in market movements – is likely here to stay following last month’s GameStop frenzy, which could bring sweeping changes to the way hedge funds build short positions amid volatility surges.
As dust settles on GameStop carnage, hedge funds ponder lasting impact of ‘Reddit raid’ on short selling
The co-ordinated billion-dollar raid on hedge funds’ short positions in GameStop by amateur traders represents another risk management factor in a battalion of emerging challenges that now confront managers’ portfolios, industry participants say.
“Hedge funds are back”: Veteran investor Dixon Boardman sees “compelling opportunities” across three key strategy areas
Seasoned hedge fund investor Dixon Boardman (pictured), the founder and CEO of New York-based multi-manager group Optima Asset Management, is bullish on hedge funds for the year ahead – seeing compelling opportunities across several strategies after a year in which strong outperformance by many hedge funds has put alternatives firmly back on the radar of allocators around the world.
“The year of the hedge fund”: Stock market surge drives industry success, as largest managers dominate
The world’s 20 biggest hedge fund firms took home around half of all gains made by the entire industry last year, as successful stock-picking and individual manager skill sent returns soaring among the sector’s behemoths, leaving quant-based strategies in their wake.
Opportunities and inefficiencies: How activist hedge fund Bluebell Capital is reaping rewards with large-cap Euro focus
Founded by a team of Italian former investment bankers, London-based activist hedge fund Bluebell Capital Partners has gained impressive momentum over the past year with its focus on listed, predominantly European large-cap companies.
Hedge fund giant Man Group sees funds under management hit record high as alternative strategies rise
Man Group, the publicly-quoted London-headquartered global hedge fund group, has seen its funds under management hit record highs, with its hedge funds and alternative strategies posting strong performances amid 2020’s unprecedented coronavirus-fuelled turbulence, despite a fall in annual pre-tax profits for the company.
Seizing on the assortment of opportunities arising from the ongoing coronavirus crisis, Union Bancaire Privée (UBP) has unveiled a new credit-focused strategy which taps into stressed and distressed situations within mid-market US and European corporate credit, collateralised loan obligations and segments of the European commercial real estate sector.
With the shape of the post-pandemic recovery still in flux, London-based quantitative hedge fund firm Aspect Capital believes its computer-driven global macro strategy is well positioned to capitalise on both short-term market dislocations and medium-term trends this year, as well as benefitting from relative value opportunities amid the varying recovery speeds.
Vaccine optimism and hopes of an end to coronavirus quarantines and lockdowns are spurring growth among emerging markets-focused hedge fund managers, new industry analysis shows.
Hedge fund managers have experienced “significant” performance dispersion over the past 12 months, with the biggest funds seeing the largest gaps between gains and losses, new industry data shows, once again underlining the importance of investor due diligence in separating winners from losers.
TIG Advisors, the New York-based alpha-focused manager which makes growth equity investments in alternative asset management firms, has bought a minority stake in Hong Kong-based credit and distressed situations specialist Arkkan Capital.
As more hedge fund firms pile into the digital asset and cryptocurrency space, analysts at the London-listed hedge fund giant Man Group say bitcoin’s recent volatility could be seen as “price discovery” in a new asset class, which will ultimately give way to greater stability in the currency, and more credibility among investors.
Hedge funds which generated striking returns in volatile energy markets last year are now preparing for a major rebound in oil in 2021, with post-vaccine travel demand, potential inflation hedges, and surging emerging markets growth all combining to push prices higher this year and beyond.
In 2016, SEI issued a paper on what it saw as five major innovations that were causing disruptions both within and outside of their respective industries. The company has revisited those themes, namely: Watsonisation, Googlisation, Amazonisation, Uberisation and Twitterisation, to provide an up-to-date picture of the innovations occurring in our industry today. Over the next few months SEI will share its findings and recent developments for each theme. Next up: Amazonisation…