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Knowing the unknowns is important says Crazon Capital

Corazon Capital chairman Ian Morley believes the only thing that goes up in a down market is the correlation of the non-correlated assets of a portfolio. In a critique of the current investment environment, Morley was scathing about the "beta providers…

Commodities key to portfolio diversification

Shaun Port, chief investment officer at Fitzwilliam Asset Management, is passionate about commodities. He has been running multi-managers since 1995 and multi-strategy funds since 2003. Commodities, he believes, should be an essential part of any…

Blackwater eyes UK property

"I take the approach of buying in difficult times, asset managing and selling to achieve profit," says property investor Henry Gwyn-Jones, general manager of Blackwater Asset Management. He is not shy about his talent. "It is fair to say that in my…

Unintended consequences of regulation

What politicians set out to do when drafting and implementing regulations often turns out quite differently than intended. The current rush to legislation bears all the hallmarks of over-hasty and ill-conceived rules that could come back to bite the hand…

Lyxor explores risk options

The Lyxor managed account platform is one of the beset ways for investors to achieve exposure to hedge funds with maximised transparency and liquidity, believes Hela Dammak, managing director, and Pierre Matussiere, managing director, family wealth…

Investors demand good investment products

There is no doubt there is a great deal of potential investment money available in the Middle East, some of which could be placed in hedge funds. Margie Lindsay looks at the prospects for managers looking to tap into the market

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