Funds
By JD David, Meyler Capital – I am just going to make two assumptions right off the bat: firstly, you already have a website – even if it is just a splash page – and secondly, no one “accidentally” goes to an alternative manager’s website. They are there for a deliberate reason and therefore, likely already have at least some knowledge about the manager before arriving at the site.
The purpose of the website
First things first – it’s worth understanding what an alternative fund’s site is actually designed to accomplish.
To us, a website serves four very distinct purposes:
Establish
Factory automation, pharmacy and the retail sector are three areas already undergoing fundamental, structural changes from the growing pressures of disruptive innovation (DI) across markets and geographies, according to Quaero Capital investment manager Eurof Uppington.
“We think Disruptive Innovation is taking thematic investing to the next level,” he explains. “We want to invest in enablers and beneficiaries of technological disruption, and short stocks under pressure. We understand fast moving sectors and apply that experience to non-tech sectors where company managements, analysts and investors aren’t used to dealing with radical and sometimes devastating change.”
Uppington is running a model portfolio
Gondor Capital Management, the New York-based hedge fund management firm founded by Vincent Au, has continues its winning streak with its two funds generating positive returns in August.
Au says that his domestic Gondor Partners LP generated a 1.07 return last month (+14.93 per centYTD) while the offshore Gondor Funds LTD gained 0.76 during the period (+13.04 YTD).
Gondor’s strong performance dwarfed the average hedge funds last month as the HFR’s widely followed HFRX Global Hedge Fund Index gained 0.29 per cent for the month, reversing a slight loss in place midway through the period. For the year to
In the aftermath of Hurricane Irma, The Honourable Dr D Orlando Smith, premier of the British Virgin Islands (BVI), has made restoration of the Islands’ economy a top priority.
The Premier has pointed to the resilience and spirit of the BVI people saying: “We may be momentarily down, but we are certainly not out.”
The Premier also addressed the challenges facing the business and financial services industry. However, pointing to the co-operation of the private sector, he says: “Many overseas offices have come together to support the BVI and work out the best way of continuing to provide vital
The Lyxor Hedge Fund Index headed north this week. Special Situations outperformed, followed by CTAs – thanks to rates and equities – and Global Macro – thanks to commodities and equities.
That’s according to the latest Weekly Brief from Lyxor’s Cross Asset Research Team which says that: “Robust economic prints and cautious monetary normalisations are prolonging the goldilocks for US equities and for dollar assets – including EM markets and cyclical commodities. Gold was up on receding inflation prospects, unlike govies yields still under pressure. The ECB, which suggested tapering announcements at its October meeting, did not put an end
In a strong month for the global hedge fund industry, emerging markets hedge funds continued to shine the brightest, according to the August 2017 eVestment Hedge Fund Performance Report.
Brazil-focused funds lead the pack in August with +5.34 per cent performance, bringing year-to-date performance to +16.88 per cent. China-focused funds are the top performers so far in 2017, returning +23.02 per cent so far this year, while returning a slightly cooling +2.69 per cent for the month of August.
Overall the industry returned +0.74 per cent in August. This brings year-to-date performance to +5.47 per cent. Hidden in that
Both hedge funds and risk parity strategies gained in August despite rising tensions with North Korea and the impact of Hurricane Harvey, with Equity Hedge and Macro strategies leading the HFRI to the tenth consecutive monthly advance, and the 17th in the trailing 18 months.
The HFRI Fund Weighted Composite Index gained +0.8 per cent for the month, bringing YTD performance to 5.5 per cent, according to data released today by HFR, the established global leader in the indexation, analysis and research of the global hedge fund industry. August performance topped small gains for the DJIA and S&P 500, as
The London Metal Exchange and LME Clear (together, the LME) have set out their ‘strategic pathway’ having received 162 responses to a discussion paper on market structure from a broad range of users.
Matthew Chamberlain (pictured), London Metal Exchange Chief Executive, says: “We are delighted that so many members of the metals community took the time to respond in detail to the discussion paper. Respondents’ views were aligned in a number of areas, which helped us to refine our strategic priorities, resulting in a plan that balances the needs of all our users in support of fairness, user choice and
Preqin’s latest survey of alternative assets investors finds that they have generally been satisfied with the performance of their portfolios in recent years, and most are seeking to maintain or increase their allocations over the next 12 months.
However, across all closed-end private capital asset classes, investors reported high pricing as a key challenge facing the industry, with deal flow also a prominent concern.
Regarding hedge funds, investors reported performance and fees as key issues facing the industry. As dry powder has reached record highs across the private capital industry, and the number of funds seeking investment has risen,
The European Energy Exchange (EEX) is to launch Weekend Contracts for Phelix-DE Futures on 21 September which complete the product suite for the German market.
In doing so, the offering for the German market will be aligned with the Phelix-DE/AT Futures in order to provide trading for the full curve to the customers.
“Since the launch of these products, volumes in Phelix-DE Futures have increased rapidly,” says Steffen Köhler (pictured), COO of EEX. “In the Cal-19 contract, already almost 60% of the total German power volumes are traded in the Phelix-DE Future which is quickly establishing itself as the
