Interviews

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Absolute Return (9)

The Hedgeweek Interview - Paul Sloane, Martin Currie: "We anticipate lots more capital raising and/or dividend cuts in the banking sector"

Fri, 23/05/2008 - 06:00

Paul Sloane, who researches and recommends global insurance and diversified financials stocks as co-manager of the Martin Currie Absolute Returns Fund - Global Financials, argues that the

The Hedgeweek Interview: Neal Goyal, Blue Horizon Asset Management: "There are still a number of uncovered areas of the financial sector that will lead to further turbulence"

Thu, 03/04/2008 - 16:44

Neal Goyal, chief investment officer of Blue Horizon Asset Management, outlines his firm's strategy to capitalise on the volatile market environment and continuing fall-out from the sub-pr

The Hedgeweek Interview: Paul Graham, head of alternatives, business development and distribution, Baring Asset Management

Thu, 15/11/2007 - 11:06

Barings' head of alternatives Paul Graham discusses the investment strategy that underpins the Baring Emerging Market Absolute Return Fund, which was launched in September.

The Interview - Ralph Gasser, Bank Julius Baer: "Clients are increasingly willing to add risk again cautiously"

Mon, 20/07/2009 - 06:00

The five-year-old Julius Baer Absolute Return Bond Fund managed by London-based Augustus Asset Managers has delivered euro-denominated returns of 3.8 per cent over the past three

The Interview Bill Woodruff, Bandon Capital Management: “Alternative strategies are valuable portfolio components for mass affluent and small institutional investors”

Fri, 25/09/2009 - 07:01

Bill Woodruff, founder, president and portfolio manager at Bandon Capital Management, says the firm’s directional interest rate strategy, offered through separately managed accoun

The Interview – Frédéric Durr, Maoming Investment Management: “Our role is to make higher returns and preserve capital whatever happens”

Wed, 14/10/2009 - 04:00

Frédéric Durr, a principal and fund manager with Shanghai-based Maoming Investment Management, says the firm’s Maoming Fund aims to generate returns while preserving capital through an intense focus on the companies it invests in, with liquidity the key element in risk management.

The Interview – Richard Hodgetts, Collins Stewart Fund Management: “Nearly all the higher-quality absolute return products have come from managers running existing hedge funds”

Wed, 09/12/2009 - 09:33

Manager Richard Hodgetts says the newly-launched Collins Stewart Alternative Strategies Fund, a Ucits III fund of absolute return funds that draws on the firm’s extensive experience as a manager of funds of hedge funds, is set to capitalise on increasing interest in absolute return strategies as investor confidence returns.

The Interview – Richard Sherwin, Blacksquare Capital: “Ucits funds give managers access to new pools of savings and a diversified investor base”

Tue, 02/02/2010 - 06:00

Richard Sherwin, partner and head of investment research at Blacksquare Capital, says the newly-launched IFSL Blacksquare Multi-Manager Absolute Return Fund, of which he is portfolio manager, is accessible and affordable to a large majority of investors thanks to a minimum investment of GBP1,000 for its UK retail share class and the absence of a performance fee – a unique characteristic for a multi-manager absolute return fund.

The Interview: Fred Sage, Decision Analytics Advisory Partners: “Repackaging hedge funds as Ucits-compliant structures is new territory for the investment management industry

Wed, 24/02/2010 - 06:00

Fred Sage, managing partner of Decision Analytics Advisory Partners, says the Next Generation Absolute Return Ucits Sicav and Ucits Fund of Funds will offer investors a unique selection of hedge fund strategies with all the protection offered by a Ucits umbrella fund structure, backed up by a broad range of internal and third-party sophisticated Ucits funds expertise.

Commodities Trading Arbitrage (1)

The Interview - Lars Steffensen, Ebullio Capital: "Industrial production and GDP figures from the rest of the world are right and the figures from China are wrong"

Tue, 18/08/2009 - 00:27

Ebullio Capital managing partner Lars Steffensen believes that as the world's economy tips downward again in the second leg of a W-sh

Convertible Bond Arbitrage (2)

The Hedge Week Interview: John Tilney, Investment Manager of Armajaro Commodities Fund Limited: Leveraging on Commodities

Mon, 24/04/2006 - 06:59

John Tilney outlines the USD 180m Armajaro Commodities Fund, which soft-closed on 10 March 2005 and re-opened to new investors in Octobe

The Hedgeweek Interview: Ben Helm and Alex McKnight, Augustus Asset Managers Limited: "We expect a good deal of new issuance in the convertible bond market"

Tue, 04/03/2008 - 06:02

Ben Helm and Alex McKnight, managers of the JB Convertible Bond Fund at Augustus Asset Managers, say the convertible bond market is now the most accessible market for capital-raising by co

Distressed Securities (1)

The Interview - Andrew Rabinowitz, Marathon Asset Management: "One of the greatest opportunities ever to buy good credits at distressed prices"

Mon, 19/01/2009 - 06:40

Andrew Rabinowitz, chief operating officer at New York-based distressed investment specialist Marathon Asset Management, LP, says that in the near

Equity Hedge (2)

The Hedgeweek Interview: James Hulse, Cumulus Climate Fund: "The US election will change the landscape for alternative energy companies"

Thu, 14/02/2008 - 17:52

James Hulse, fund manager of the newly-launched Cumulus Climate Fund, which seeks to profit from the financial impact of climate change, says post-Bali negotiations could dramatically spee

The Hedgeweek Interview: Ross Hollyman, Investment Director, GAM: "We are cautiously optimistic but do expect the volatile conditions to persist"

Tue, 23/09/2008 - 15:49

Ross Hollyman, Investment Director responsible for UK and European equity mandates at GAM, discusses the strategy that underpins the new GAM Star Absolute EuroSystematic fund.

Equity Long Short (11)

Hedgeweek Interview: Philip Hardy, Polar Capital: "The outlook for equity markets is likely to be one of hope ultimately ending in despair"

Mon, 12/01/2009 - 12:26

Philip Hardy, manager of the Polar Capital UK Absolute Return Fund, says that after a savage bear market in UK equities in 2008 the outlook remains uncertain, and he expects continued h

Interview - Gary West and James Inglis-Jones, Liontrust: Looking for profit surprises

Fri, 28/11/2008 - 14:46

Gary West (photo) and James Inglis-Jones say the Liontrust European Long/Short Fund they manage has enjoyed solid growth this year amid the gloom f

The Hedgeweek Interview - Afsin Alp, Meadowbrook Capital Management: "Our beta neutral strategy allows us to minimise market risk"

Mon, 28/07/2008 - 06:00

Afsin Alp, a partner and portfolio manager with Meadowbrook Capital Management, says the Meadowbrook Beta Neutral Fund, which was officially launch

The Hedgeweek Interview - Ezra Sun, Veritas Asset Management: "Asia still offers significant investment opportunities in areas of structural growth"

Fri, 21/11/2008 - 12:00

Ezra Sun, manager of Veritas's Real Return Asia Fund, says that while Asia is set to suffer by proxy from the global economic slowdown, experiencing a reduction in domestic consumption and export g

The Hedgeweek Interview: Andreas Tholstrup, Managing Partner, Farringdon Capital Management: "We focus on long-term value in companies, as opposed to short-term trading opportunities"

Fri, 26/09/2008 - 06:13

The Interview - Bernard Lambilliotte, Ecofin: "We expect explosive development in China's renewable energy sectors"

Tue, 18/08/2009 - 21:48

Bernard Lambilliotte, chief investment officer of specialist utilities and infrastructure investor Ecofin, says the firm's newly-launched China Pow

The Interview - Henrik Rhenman and Carl Grevelius, Rhenman & Partners: "The most likely outcome of healthcare reform in the US is higher consumption"

Tue, 04/08/2009 - 06:30

Stockholm-based Rhenman & Partners Asset Management, a niche player focused on healthcare, has just launched Rhenman Healthcare Equity L/S, a g

The Interview - Richard Peterson, MarketPsy Capital: "Understanding the workings of the brain unlocks a trove of novel investment strategies"

Tue, 30/06/2009 - 06:00

The founders of MarketPsy Capital have developed a systematic investment strategy that arbitrages sentiment-based stock mispricing by analysing the

The Interview - Willem de Vlugt and Charles Estourgie, EValuation Capital: “The rally this year has made investors wary of possible corrections ahead”

Tue, 05/01/2010 - 06:00

Willem de Vlugt and Charles Estourgie, founding partners and fund managers at Amsterdam-based EValuation Capital Management, says the EV Smaller Companies Fund they manage is set to benefit from a favourable environment in the coming year as its core long portfolio of small and medium-sized companies emerge stronger from the crisis.

The Interview – Dietmar Schmitt, SAM Capital Partners: “It has taken time for investors to understand how a trading fund differs from more traditional long/short managers”

Fri, 22/01/2010 - 11:58

SAM Capital Partners is looking to expand the investor base of its SAM Capital Equity Opportunity Fund, launched in September 2007, on the back of a run of 13 successive months of positive return. Founder and chief investment officer Dietmar Schmitt says the firm’s approach is being validated by the plans of other groups to launch trading funds with short-term investment horizons.

The Interview – Pedro Noronha, Noster Capital: “The two most important assets a manager can have are a stable capital base and patience – like Warren Buffett”

Mon, 05/10/2009 - 07:07

Pedro Noronha, managing partner of Noster Capital, says the firm’s proprietary indicators currently say that the green shoots crowd is too early in pricing a V-shaped recovery into the market, and that credit spreads, which have tightened to levels that are in some instances similar to the top of the market bubble, are set again to widen considerably once new problems with European bank lending start to surface.

Equity Market Neutral (1)

The Interview – Pramit Ghose, Bloxham: “If we can expand the dividend stream above inflation, we increase investors’ standard of living”

Mon, 23/11/2009 - 06:00

Pramit Ghose, managing partner at Dublin-based independent stockbroker Bloxham and lead manager of the Elite Bloxham Global Equity Income Fund, argues that while 2009 has been a year fo

Fund Manager Interviews (4)

The Interview – Ilya Golubovich and Irakli Menabde, I2BF: “Technologies once considered uneconomic have emerged from obscurity to become one of the fastest-growing global industries”

Thu, 11/03/2010 - 06:00

Ilya Golubovich (pictured), managing partner of specialist clean technology fund manager I2BF and Irakli Menabde, manager of the I2BF-Arbat Technology Fund, say the fund is unique in its field by employing a relative value strategy with a fully systematic investment process based on the notion of consistent outperformance.

The Interview – Ittai Korin, Portfolio Science: “Managers need risk tools to face things they never had to deal with in their entire career”

Sun, 17/01/2010 - 23:18

Portfolio Science president Ittai Korin (pictured) says the firm’s provision of risk management services through an application programming interface is bringing risk tools to a broader range of investment industry players than ever, at a time when managers are realising that a seat-of-the pants approach to risk management and reporting is no longer adequate for their business needs or acceptable to their own clients.

The Interview – Liz Evans, Cavendish Asset Management: “The growth stories for China and South-East Asian countries such as Singapore, Thailand and Indonesia remain compelling”

Fri, 05/02/2010 - 06:00

Liz Evans, manager of the recently-launched Asia Pacific fund at investment boutique Cavendish Asset Management, says 2010 will be a generally positive year for Asian markets as they continue to recover from last year’s historic trough, with less volatile markets and more moderate returns, but uncertainty remains over prospects for inflation and interest rate rises, especially in China.

The Interview – Susan Buckley, QIC: “The ability to explain investment strategies clearly and regularly is crucial”

Mon, 08/03/2010 - 07:00

QIC Global Fixed Interest, part of the investment business originally set up by Australia’s Queensland state government to manage its long-term liabilities and pension obligations, saw its assets under management grow from around USD23bn to USD35bn between mid-2007 and the end of last year. According to managing director Susan Buckley, the key competitive advantage of the business is the strength and quality of its investment research and process.

Fund of Hedge Funds (10)

The Hedgeweek Interview - Nick England, CIA: "We avoid investing in managers that trade illiquid assets or that rely heavily on subjective valuations"

Fri, 09/01/2009 - 06:00

Nick England, founding director of fund of hedge funds manager CIA, says the firm's Hurdle Funds has continued to deliver positive returns over the

The Hedgeweek Interview - Robert Milroy, Corazon Capital: "Nothing, including bank deposits, is risk-free"

Fri, 19/12/2008 - 07:12

Robert Milroy, chief investment officer of fund of hedge funds manager Corazon Capital, says that having cut its ties to the fallen Dawnay Day grou

The Hedgeweek Interview - Shaun Port, BDO Stoy Hayward Investment Management: "The coming year will be a good one for macro managers"

Fri, 24/10/2008 - 05:59

Shaun Port, chiefinvestment officer at fund of hedge funds manager BDO Stoy Hayward
Investment Management, says the firm selects managers with a un

The Hedgeweek Interview: Dr Glenn Baggley, Eddington Capital Management: "Investors have realised that low returns accompany low volatility"

Fri, 15/02/2008 - 06:00

Chief executive Dr Glenn Baggley says Eddington Capital Management aims to offer investors a high-octane fund of funds portfolio through the selection of talented managers capable of achie

The Hedgeweek Interview: Peter Ludvigsen, Nedgroup Investments: "Many managers are taking on too much risk"

Thu, 13/03/2008 - 20:28

Peter Ludvigsen, head of institutional business at Nedgroup Investments, argues that mainstream hedge fund strategies have become increasingly correlated to key risk factors and that a maj

The Interview - David Sheasby, Martin Currie: "Many funds of funds will have to rethink their fee structures"

Tue, 14/04/2009 - 06:00

David Sheasby, a member of the management team for the Martin Currie Omnium Fund, believes the fund of funds, which invests in the firm's range of

The Interview - Martin Baxter, Collins Stewart Fund Management: "A consolidation of the industry will benefit those managers who survive"

Wed, 18/02/2009 - 06:43

Martin Baxter, portfolio manager of the Collins Stewart Absolute Return Plus Fund, says the hedge fund industry has suffered because managers have

The Interview - Stephen Greene, ACP Partners: "Many of the world's financial institutions are still facing issues of capital adequacy"

Wed, 27/05/2009 - 06:00

Stephen Greene, partner and chief investment officer of the multi-manager business at ACP Partners, says that having undergone an unprecedented sho

The Interview – Fabrizio Ladi Bucciolini, Reyl Asset Management: “The coming investment environment will be characterised by a great dispersion of corporate returns”

Fri, 18/12/2009 - 01:17

Fabrizio Ladi Bucciolini, senior fund manager and head of alternative funds at Reyl Asset Management, says the Reyl Velocity fund of hedge funds, launched in September with USD15m of seed capital, is active across different asset classes and focuses on realised rather than marked-to-market profits, and hence focuses on traders with short holding periods and high portfolio turnover.

The Interview: Army Yan, K1 Group: "When we don't see safe investment opportunities, we just lower our exposure"

Wed, 25/02/2009 - 19:25

Army Yan, head of research and managing director with fund of hedge funds manager K1 Group in Hong Kong, says the K1 Fund Allocation System develop

Fund Service Providers (1)

Interview - Erik Jens, Fortis Prime Fund Solutions: "The hedge fund model will certainly survive"

Fri, 05/12/2008 - 06:00

Erik Jens, chief executive of Fortis Prime Fund Solutions, says the move into public ownership of its Dutch parent has reassured clients and even he

Global Macro (8)

The Hedgeweek Interview: Adrian Owens and Andrew Snowball, Augustus Asset Managers: "The current environment is excellent for macro strategies"

Mon, 11/02/2008 - 06:00

Adrian Owens and Andrew Snowball, managers of the JB Global Rates Hedge Fund at Augustus Asset Managers, say that as volatility subsides, they expect fundamental drivers to play an increas

The Hedgeweek Interview: Hui-Wen Shiau and Jun-Tsiang Lam, Tai Tam Capital: "We are now approaching a true bear market"

Fri, 12/09/2008 - 06:00

Tai Tam Capital'sHui-Wen Shiau (see attached photo) and Jun-Tsiang Lam outline the
thinking that is driving the investment strategy of their new As

The Interview - Anita Ramachandran and Rajinder Sabherwal, Magister Ludi Capital Management: "Capturing mispricing across markets and asset classes is a richer source of returns than security selection"

Tue, 01/09/2009 - 07:36

Magister Ludi Capital Management portfolio manager Anita Ramachandran and chief executive Rajinder Sabherwal (pictured) say that their Global Macro

The Interview - Simon Luhr, PCE Investor, and Mahmood Noorani, Gyldmark: “There will be exceptional opportunities in the months ahead to capture large market moves”

Fri, 18/09/2009 - 07:03

Simon Luhr, chief executive of PCE Investors (pictured), and Gyldmark chief investment officer Mahmood Noorani, explain the approach of the Gyldmark global macro fund launched in July and that is currently targeting the overall level of demand and supply for risky assets.

The Interview - Troy W. Buckner, Managing Principal, NuWave Investment Management: "With market fundamentals in flux, technically-oriented traders will have the upper hand"

Tue, 28/07/2009 - 06:00

Managed futures isone of the few alternative investment strategies that tends to
demonstrate negative correlation to traditional investments during

The Interview – Michael Reveley, SEAL Capital: “Capital preservation and growth are not mutually exclusive”

Fri, 11/12/2009 - 07:57

SEAL Capital founders and managing partners R Michael Reveley (pictured) and Toby Chandler believe that in the wake of the Madoff, Galleon and K1 scandals, investors are demanding transparency, liquidity and a highly ethical infrastructure, which their firm delivers through the HFR managed account platform.

The Interview – Mick Swift, Abbey Capital: “The inclusion of managed futures will help to deliver a diversified portfolio”

Fri, 30/10/2009 - 08:21

Mick Swift, director of research at Dublin-based Abbey Capital, says the firm, which runs global macro and managed futures multi-manager funds with more than USD1.7bn under management, is enjoying strong allocations from investors thanks to the high levels of liquidity offered by the funds as well as the firm’s eight-year track record.

The Interview – Nicolai Borcher Hansen, Aros Capital Partners: “Risk aversion in the market is back to August 2007 levels”

Mon, 04/01/2010 - 06:00

Aros Capital Partners has just launched its first investment vehicle, the long-biased global macro Aros Paradigm Fund, with friends and family capital. Chief investment officer and founding partner Nicolai Borcher Hansen (pictured) says the fund’s investment strategy will target value-based investment in equities and corporate bonds as well as exploiting the firm’s expertise in the niche area of Danish mortgage bonds.

Index based Funds (1)

The Interview: Alan Taylor, Vantage Investment Group: "Our ability to anticipate market direction is very accurate"

Thu, 12/02/2009 - 06:00

Alan R.

Managed Futures Funds (3)

The Interview - Paul Netherwood, Beach Horizon: "We expect investor interest in managed futures to increase significantly in the year ahead"

Mon, 26/01/2009 - 06:46

Dr Paul Netherwood, a partner with managed futures specialist Beach Horizon, says the strategy is set to increase its appeal not only because of it

The Interview - William Wong, Qbasis Capital Management: "Our liquidity and low correlation to other asset classes provide us with an edge over other funds"

Fri, 17/04/2009 - 06:00

William Wong, director of Qbasis Capital Management, argues that after a successful year in 2008 while other hedge fund strategies stumbled, the firm's systematic managed futures funds

The Interview: Robert Hounshell, Lexington Asset Management: "Expect to see commodity inflation on the horizon"

Mon, 16/03/2009 - 06:47

Robert Hounshell, head of trading at Lexington Asset Management, says the diversification offered by the firm's managed futures tradi

Multi Strategy Hedge Funds (11)

The Hedgeweek Interview - Aminkhan Aladin, chief executive of Aladdin Capital: "The hedge fund industry is at another turning point"

Fri, 13/06/2008 - 05:59

Mitsubishi Corporation invested USD39m last month to acquire a 19.5 per cent stake in Aladdin Capital Holdings, an alternative investment manager specialising in fixed-income hedge funds a

The Hedgeweek Interview - Colin McLean, SVM Asset Management: "Buyers of hedge funds need to re-examine what they look for from their underlying managers"

Fri, 01/08/2008 - 04:00

SVM Asset Management managing director Colin McLean says the SVM Highlander Fund he manages, which has returned an annualised 15.1 per cent since i

The Hedgeweek Interview: Mohammed Hanif, Insparo Asset Management: "We aim to identify and execute opportunities that many managers have not even heard of"

Fri, 05/09/2008 - 06:00

Asset managers and investors are starting to awaken to the potential offered by Africa after decades of misgovernment and economic stagnation.

The Interview - Brian Gilmore, Palatine Asset Management: "The Black Swan has arrived with the largest transfer of wealth since the Depression"

Fri, 20/02/2009 - 08:48

Brian Gilmore, chief executive of Palatine Asset Management, says the Capitoline Global Media Fund, which aims to exploit capital inefficiencies in the market for asset-based financing

The Interview - Jerry Haworth, 36 South: "Risk-averse investors will be driven toward volatility funds that offer uncorrelated returns"

Tue, 25/08/2009 - 06:00

Jerry Haworth, co-founder and director of 36 South Investment Managers, which moved its main base of operations from Auckland, New Zealand, to London earlier this year, says one of the

The Interview - Manfred Schraepler, Deutsche Bank: "The credit and liquidity crunch combination will continue to direct investors towards wrapped investment strategies"

Fri, 14/08/2009 - 08:10

Head of funds Manfred Schrapler says that as one of the few banks with a dedicated hybrid structuring and trading team, Deutsche Bank is able to use unique risk management techniques to

The Interview - Mario Gabelli, Gabelli Asset Management: "The strong will get stronger"

Fri, 28/08/2009 - 05:54

Mario Gabelli, whose firm Gabelli Asset Management is sub-advisor to Skandia Investment Group's Skandia US All Cap Value Fund, says the recovery in the US economy expected next year is

The Interview - Michael Derks, Arch Financial Products: "This is a very opportune time to be invested in the private finance sector"

Mon, 16/02/2009 - 12:33

Michael Derks, chief investment officer of Arch Financial Products, says the CF Arch cru Finance Fund launched in November to invest in short- to medium-term private finance deals enjoy

The Interview - Samer M. Nsouli, Lyford Group International: "Shifts in sentiment and movements across asset classes have become much more violent"

Tue, 24/02/2009 - 06:00

Samer M.

The Interview – Andreas Koettner, Golden Hedge Alternative Investments: “Position limits in US commodity markets could influence the trading behaviour of larger hedge funds”

Fri, 16/10/2009 - 05:00

Andreas Koettner, managing director and head of portfolio management at Malta-based Golden Hedge Alternative Investments, says the firm’s multistrategy fund stands to benefit from its specialisation in relatively unusual niche strategies that display low correlation to typical CTA or hedge fund styles.

The Interview: Mark Baak, Finles Capital Management: "We expect quite some turnover as many hedge funds and managers shut up shop"

Fri, 24/04/2009 - 08:17

Mark Baak, head of portfolio management at Finles Capital Management, says the Utrecht, Netherlands-based firm is well placed to benefit during what is likely to be a difficult period f

Property Funds (6)

The Interview - Randy Black, LandBaron Investments: "Our track record shows we have transitioned well from opportunistic to distressed and vice versa"

Wed, 03/06/2009 - 06:00

Randy Black, a principal with LandBaron Investments, says the firm's newly-launched Western States Distressed Land Fund aims to capitalise on an un

The Interview - Stephen Johnston, Agcapita Partners: "Farmland combines strong inflation hedging qualities with stable income streams"

Tue, 11/08/2009 - 07:52

Direct investment in farmland has outperformed stock and bond returns over various timescales with substantially lower volatility than the US equit

The Interview – Andrew St. Pierre, Merestone Partners: “Real estate is in for a long recovery at a subdued pace”

Mon, 16/11/2009 - 06:00

Andrew St. Pierre, president of multistrategy real estate investor Merestone Partners (pictured), argues that the huge overhang of US commercial real estate debt coming due over the next two to three years will place enormous pressures on banks –especially the regional banking system.

The interview – Marc Thiel, Euro Ejendomme: “We see growing demand for two- and three-star business hotels in central locations”

Wed, 25/11/2009 - 19:23

Marc Thiel, chief executive of real estate investor and manager Euro Ejendomme, says the firm’s new hotel fund, which is aiming to close with EUR500m in capital by next June, aims to capitalise upon the relative lack in Germany of the middle-range business hotels common in the UK and France.

The Interview: Jakes Ferguson, Sarasin & Partners: "With one of the greatest responsibilities for CO2 emissions, real estate faces moral, financial and legislative pressures to adapt quickly"

Mon, 07/09/2009 - 06:00

Jakes Ferguson, a partner and head of real estate at Sarasin & Partners, believes that the Sarasin Sustainable Equity - Real Estate Global EUR

The Property Funds World interview - David Michelson, Three Arch Investors: "We expect the property meltdown to move quickly beginning in 2009"

Tue, 29/07/2008 - 07:19

David Michelson, an advisor with Three Arch Investors, says the California Distressed Land Fund, which is being launched by sponsors and managers w

Relative Value Arbitrage (1)

The Hedgeweek Interview - Simon Glossop, CF Partners: "We actively trade carbon from a relative value and arbitrage perspective"

Fri, 31/10/2008 - 05:59

Simon Glossop,partner and chief investment officer at CF Partners, a London-based
environmental finance firm specialising in carbon advisory and tr

Single Manager Hedge Funds (20)

Interview - Charlie Metcalfe, First State Investments

Tue, 23/12/2008 - 06:00

Charlie Metcalfe, chief executive of First State Investments, says the First State Media Fund has embarked on a fresh round of fundraising after investing virtually all its initial commitments on a diverse range of musical copyrights, and argues that media and entertainment assets tend to be more resilient than other sectors in times of recession.

The Hedgeweek Interview - Manuel Alejandro Dopazo, Fincere: "Hedge funds follow common trades and strategies that increase rather than decrease correlation and systemic risk"

Fri, 18/07/2008 - 06:00

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 of the past few years.

The Hedgeweek Interview: Jerry Haworth, Chairman and Chief Investment Officer, 36 South Investment Managers Limited: "Away from the noise, away from the herd"

Mon, 20/10/2008 - 06:00

Jerry Haworth examines the factors and investment thinking that have driven the significant performance of New Zealand-based 36 South's strategies

The Hedgeweek Interview: Peter Halloran, Pharos Financial Group (Russia): "We have unique access to primary information about the economy and corporate activity"

Fri, 08/02/2008 - 06:00

Peter Halloran, founder and chief executive of specialist Russia and CIS manager Pharos Financial Group, says the firm's presence in Russia and its network of local contacts are the key to

The Hedgeweek Interview: Shahid Ikram, Morley: "The sell-off in the US dollar is nearing completion"

Fri, 22/02/2008 - 06:00

Shahid Ikram, head of sovereign and G7 at Morley and manager on the G7 Fixed Income Fund, argues that there is a significant risk of equity and credit markets both underperforming this yea

The Hedgeweek Interview: Todd Voigt, Cohen & Steers: "We are getting through the credit crisis, but we are not yet out of the woods"

Fri, 19/09/2008 - 06:00

Todd Voigt, manager of Cohen & Steers' Global Real Estate Long-Short strategy, which differentiates itself through bottom-up fundamental resear

The Interview - Anthony Limbrick, Pure Capital: "Alpha - if it actually exists - is the timing of beta alone"

Fri, 07/08/2009 - 06:00

New Zealand-based quant manager Pure Capital is about to launch its first pooled fund, the Guernsey-based Pure Protection Fund, alongside its range

The Interview - Brian Kim, Liquid Capital: "It is managers who can generate returns without downside volatility that are worth your attention"

Tue, 05/05/2009 - 06:00

Brian Kim, president and chief investment officer of Liquid Capital, says the firm has lowered the volatility of its quantitatively-managed funds b

The Interview - Carlo Scevola, Leader Fund: "Markets have proved to be unpredictable over centuries of history"

Fri, 08/05/2009 - 06:00

Carlo Scevola, president of Carlo Scevola & Partners, which is portfolio manager to the Leader Fund, says his firm's model-driven process for i

The Interview - Giovanni Pennetta, KPR Capital: "During financial crises, investors prefer things that they can easily understand"

Wed, 13/05/2009 - 06:00

Giovanni Pennetta, chief executive of Goldwinds Asset Management, investment adviser to the KPR Diamond Fund, says that in times of market turbulen

The Interview - Julie Bouhuys, Concerto Asset Management: "Volatility in the loan and bonds market will remain high"

Wed, 15/07/2009 - 06:00

Julie Bouhuys, founder and chief executive of Concerto Asset Management, says that although the Concerto Credit Opportunity Offshore Fund I benefit

The Interview - Katherine Buck, Wayne Hummer Asset Management: "As the recovery plays out, stock-picking will once again be rewarded"

Tue, 09/06/2009 - 06:00

Katherine Buck, a managing director and portfolio manager for small-cap core equity strategies at Chicago-based Wayne Hummer Asset Management, beli

The Interview - Matthew Smith, Majedie Asset Management: "The underlying backdrop remains pretty lacklustre given the headwinds of deleveraging and weak wage growth"

Tue, 15/09/2009 - 06:00

Majedie Asset Management'sTortoise Fund returned 12.1 per cent in 2008 and was up more than 25 per cent in the first half of this year despite a co

The Interview - Miriam Mascherin, Elite Advisers: "The price of grands crus is rising thanks to the mismatch between limited supply and growing demand"

Thu, 25/06/2009 - 06:00

Miriam Mascherin, managing partner of Luxembourg-based Elite Advisers, says the firm's combination of investment management expertise and deep know

The Interview - Stephen Siderow, BlueMountain Capital Management: "We expect to move to an environment in which credit-picking skills will drive performance"

Thu, 21/05/2009 - 08:00

President Stephen Siderow says credit investment specialist BlueMountain Capital Management is planning to launch a series of funds this year to ex

The Interview – Ralph Nacey and Eric Phillipps, WestSpring Advisors: “Sound credit strategies should outperform equities over the medium term”

Mon, 02/11/2009 - 21:17

WestSpring Advisors principals Ralph Nacey (pictured) and Eric Phillipps, who launched the FRM-backed firm’s first family of fixed-income funds last month, believe that the curren

The Interview – Sergey Grechishkin, Alcantara Asset Management: “Our strategies are designed to profit from our detailed knowledge of issuers in Russia and the CIS”

Thu, 22/10/2009 - 21:22

Sergey Grechishkin, a principal with Alcantara Asset Management, says the firm’s newly-launched Alcantara Russia and CIS Fixed Income Opportunities Fund, which follows a mix of active long-only and relative value strategies, draws heavily on its founders close understanding and experience of fixed-income issuers in Russia and other countries of the former Soviet Union.

The Interview – Sheriden Hure, Fortitude Capital: “Low-volatility positive performance stems from our risk management focus”

Thu, 19/11/2009 - 00:01

Sheriden Hure, a senior portfolio manager at Sydney-based market neutral multistrategy manager Fortitude Capital, says the firm is currently seeing great opportunities in the pricing of

The Interview – Steven Gerbel, Chicago Capital Management: “The next few years will be a very good time to be invested in merger arbitrage”

Tue, 15/12/2009 - 06:00

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, and believes this will present the sector with some of the largest merger arbitrage spreads and profit margins ever seen.

The Interview: Andy Sowerby, Martin Currie: "We welcome more intense due diligence on managers"

Mon, 09/02/2009 - 08:50

Andy Sowerby, managing director of marketing, product development and distribution at Martin Currie, says the firm and its hedge fund strategies ha