The Hedgeweek Interview: Robert Macrae, Fund Manager, Arcus Japan Fund: Betting against the latest and greatest
Robert Macrae outlines the thinking and strategies that go into the Arcus Japan Fund.
Robert Macrae outlines the thinking and strategies that go into the Arcus Japan Fund.
Steven Gerbel, founder and president of merger arbitrage specialist Chicago Capital Management, expects a historic number of mergers within the US banking industry over the coming years as a result of the crisis highlighting the strengths and weaknesses of institutions,
Jerry Haworth examines the factors and investment thinking that have driven the significant performance of New Zealand-based 36 South’s strategies
Chris Clarke outlines the investment process of the Westferry Global Markets Fund, which opened to third-party accredited investors in September 2006.
Kyle McKay outlines the investment discipline that is driving the performance of Leeward Hedge Funds’ long/short North American equity fund.
Todd Voigt, manager of Cohen & Steers’ Global Real Estate Long-Short strategy, which differentiates itself through bottom-up fundamental resear
Lahrs Buhl of Swiss-based Capricorn Asset Management outlines the investment thinking behind the company’s currency programs.
Andreas Rialas highlights the ideas and vision behind Argo Capital Management’s emerging markets-focused funds. The Argo business was set up in the beginning of 2000 by Andreas Rialas. Andreas Rialas trained as an English Barrister and joined London Forfaiting Company
Manuel Alejandro Dopazo, managing director of London-based investment manager and corporate advisor Fincere, says that despite the recent impact on emerging markets of global financial turbulence, the world’s developing economies are well placed to continue to build on their growth
Ron Senator outlines the investment thinking behind the new Puma Sphera fund, a joint venture between Shore Capital of London and Sphera Fund Management of Tel Aviv.