Being responsive to new information doesn't mean panicking when the market goes against you -- in fact, it's the opposite. It means being thoughtful and realistic about the forward-looking potential of your investments versus what's currently priced in the market.
Sleepless in Palm Beach, I gazed out on our lagoon, promising myself to buy more BB debentures carrying five-year duration. Conversely, I benchmarked a typical $10 billion investment partnership against the Nasdaq 100 Index. It's likewise concentrated and volatile .
Franklin Resources, Inc., a global investment management organization operating as Franklin Templeton Investments, inked a deal to purchase New York-based Benefit Street Partners L.L.C., an alternative credit manager with approximately US$ 26.2 billion in assets under management as of September 30, 2018. The sales price was US$ 683 million in cash consideration for 100% of [...]
Quantifying High Performance Dispersion Risk In Alternatives | Allaboutalpha: Alternative Investing Trends And Analysis | A Finance Blog About Private Equity, Commodities, And Other Alternative Asset Classes.
By Amit Soni, Portfolio Manager, Strategic Asset Allocation, New York Life Investments Lofty valuations in traditional assets have encouraged investors to explore alternatives. Unfortunately, the lack of a holistic investment framework to incorporate alternatives poses a challenge. Traditional risk-return based approaches, alone, over-allocate to alternatives-a result of underestimation of risksRead More.
New York-based sustainable investing startup Ethic has raised $6.8 million in its latest funding round. Backers include impact investor Justin Rockefeller and venture capital firms led by former Barclays Global Investors CEO Blake Grossman and ex-Visa president Hans Morris. Sustainable investing is a big business, and it's only getting bigger. JPMorgan values the socially responsible investing market at almost $23 trillion, according to an April report, with US assets in particular up 200% over the last decade. One New York-based startup is tapping into this trend, trying to bridge the gap between investors and the ever-increasing world of sustainable-focused products.
Working from a database drawn from 13F filings, authors of a new report from Goldman Sachs Asset Management maintain: (1) hedge funds tend to overweight equities in three markets: information technology, consumer discretionary, healthcare; (2) quarter-on-quarter turnover for equity hedge funds' portfolios is limited; and (3) a long-only sample portfolio drawn from the 13F filings produces a very high correlation with equity hedge funds' returns.
Sears Holdings Corporation - which owns Kmart and Sears, Roebuck and Company - plans to file for bankruptcy, according to various media sources including the Wall Street Journal. Many retail experts are predicting Sears to file for bankruptcy this week, as the storied retail company faces a US$ 134 million debt due on October 15, [...]
Jason Karp, who six years ago started his Tourbillon Capital Partners, is closing his main fund after losses, effectively saying that the hedge fund model is broken. He plans to return the more than $1 billion to investors at the end of the year, according to a letter sent to clients Monday that was viewed by Bloomberg News. Karp said that while his equities hedge fund, the Tourbillon Global Master Fund, had outperformed in its first three years of business, it hadn't met expectations recently.
Goldman Sachs Equity Hedge Fund Report Deep Dives 13fs | Allaboutalpha: Alternative Investing Trends And Analysis | A Finance Blog About Private Equity, Commodities, And Other Alternative Asset Classes.
Working from a database drawn from 13F filings, authors of a new report from Goldman Sachs Asset Management maintain: (1) hedge funds tend to overweight equities in three markets: information technology, consumer discretionary, healthcare; (2) quarter-on-quarter turnover for equity hedge funds' portfolios is limited; and (3) a long-only sample portfolioRead More.
1636 was a very good year, and 1637 was a very bad year. The world experienced Tulipmanie, or infamously remembered as the Dutch Tulip Mania. At the height of the bubble, a single stem Sempres tulip was exchanged for 12 [...] The post Are Hedge Fund Managers The Dinosaurs Of The Digital Era? appeared first on ValueWalk.