As global investment markets became more efficient and persistent low interest rates saw returns dry up, institutional investors have been turning to alternative assets in their efforts to generate performance. Since traditional hedge fund investments have often not fully lived
After generating double-digit returns during the coronavirus-fuelled market downturn with short alpha bets, Argonaut Capital Partners is now building key positions in cyclical industries to take advantage of the post-lockdown recovery.
Alpha Blue Ocean, the London-based alternative credit investor, is eyeing growing funding opportunities arising out of the sharp economic downturn following the coronavirus outbreak. The firm focuses mainly on the healthcare, energy and technology sectors, targeting typically smaller and medium
Deer Park Road is maintaining an aggressive short position in commercial mortgage backed securities as the market continues to fall because of lockdown. Although the Colorado-based structured credit manager, which was established by Michael Craig-Scheckman in 2003, expects to shift
Traditional long/short fund Lighthaven Capital has committed to help in the fight against coronavirus by donating 25 per cent of its performance fees to fund research into Covid-19. Here, Founder and CIO Eric Chung explains how a forward-thinking outlook is
For Dixon Boardman, the CEO and founder of Optima Asset Management and renowned fund-of-hedge funds pioneer, the dramatic turbulence that shocked markets earlier this year is unlike anything ever seen during his three decades-plus of investing. Boardman – an industry trailblazer
Investors like Bill Ackman are bringing Special Purpose Acquisition Companies (SPACs) back into vogue, and while the size and sophistication of these ‘blank-check’ companies is evolving, it is unlikely to signal a long-term structural shift.
Soaring gold prices are bringing stellar returns for hedge funds this year, and now projections for the rest of 2020 are being revised upwards in light of the commodity’s runaway momentum.
The first half of 2020 has proved tricky for activist hedge fund managers, as performance remained in the red and the number of companies targeted by activists fell to its lowest level in five years. Activist strategies were hit hard
Named after the riverside district in central Moscow, Balchug Capital – the long/short emerging market equities and fixed income investment manager launched by David Amaryan in 2009 – focuses on event driven and value-based opportunities predominantly in Russia and the
