Category Archives: Syndicated

Hedge Funds Add Bullish Oil Bets as Mideast Tension Heats Up

(Bloomberg) The Middle East is kicking things up a notch in the oil market. Hedge-fund bets on rising Brent crude hit a fresh record as tension in the oil-rich region escalated, sending prices to their highest in more than two […]

Hedge Fund Manager Who Lost Bet With Buffett Sours on Long/Short Equity

(Bloomberg) Ted Seides, who conceded a bet to Warren Buffett that passive investing can beat active money managers, has soured on hedge funds that use long/short strategies. Seides, managing partner at Hidden Brook Investments, said the funds are struggling to […]

Dan Loeb’s Third Point Hedge Fund Bets Even Bigger on Global Growth

(CNBC) Dan Loeb’s Third Point hedge fund revealed several new investments in a filing Thursday, including mall operator Macerich and two Argentina-based financial services companies. Loeb’s fund has roughly doubled the S&P 500 over the last two decades… To read […]

A Most Unusual Cycle – The Shrinking of the High-Yield Market

(Harvest) Along with many asset classes, so-called “junk” bonds are experiencing a year of unparalleled tranquility. Indeed, the Bank of America U.S. High Yield Index is trading in the tightest spread range of the past 20 years, with a high-to-low […]

Opalesque Exclusive: Expectations Gap Persists Between LPs and GPs, Survey Shows

(Opalesque) New survey results from SEI & Preqin show a persistent disconnect between investment managers and investors. Preqin puts the total alternatives market at approximately $7.7 trillion across strategies and investors in the survey indicate that they have plans to […]

Value Partners Group Receives License For Private Fund Management In China

(FINalternatives) Independent asset manager Value Partners Group has received approval for a private fund management license in China, becoming the first Hong Kong-based manager to successfully register as a private fund management firm with China’s Asset Management Association. To read […]

Chenavari Investment Managers Said To Target $750M For New Credit Fund

(FINalternatives) London-based alternative asset manager Chenavari Investment Managers is reportedly targeting $750 million for a new credit fund that will focus on bank loans and opportunistically invest in distressed situations. To read this article:

Potential Growth Opportunities in Healthcare

(Harvest) Healthcare legislative headlines have shifted the focus from fundamentals to politics. However, we believe the fundamentals are likely to outlast short-term legislative uncertainties. Healthcare valuations currently look relatively cheap while underlying fundamentals appear strong. We highlight the biotech and […]

Opalesque Roundtable: Passive Investing Means Surrendering to Fear

(Opalesque) Participants at the latest Opalesque 2017 Netherlands Roundtable offered some critical reflections on the surge of passive investing. Pieter de Vries Robbe, Director of Operations and Business Development at Capstone Investment Advisors thinks that that being passive is basically […]

eVestment: 80% of Hedge Funds in the Black Year-To-Date

(FINalternatives) After two tough years, most hedge funds are in positive territory so far this year and the industry is poised to book its best aggregate annual performance since 2013, according to new research published by eVestment. To read this […]

Preqin: Number Of Active Private Capital Firms Growing Again

(FINalternatives) After falling steadily each year since the global financial crisis, the number of private capital firms active in the industry is recovering, according to new research from Preqin. To read this article:

Baring Private Equity Asia Said To Target $6B For New Buyout Fund

(FINalternatives) Baring Private Equity Asia is reportedly looking to raise $6 billion in a new Asian buyout fund as emerging markets continue to beckon private equity investors eager to put capital to work. To read this article: