Feature
Optimism is clear in spite of war threat
The crisis in the Middle East is creating a bull market for oil, energy and gold
Sector-specific managers take place in GFA portfolio
the global sector fund will be managed by piotr poloniecki
Too good to be true
Although around $1bn has been lost to fraudulent hedge fund managers, due diligence can play a large part in sorting out the bad apples
Structured ratings
In the second part of Hedge Fund Review's look at the newest way to raise capital, Moody's explains its ratings process for collateralised fund obligations
Let there be light
Philip Gibbs, manager of Jupiter Hyde Park, sees little upside in investment banks or insurance companies, but continues to take long positions in hedge fund companies
Opportunities are opening up in distressed securities
Merger arbitrage has become over-crowded, so other event-driven strategies muscle in on the act
Speculate to accumulate
Combining sector themes with individual stock picking underlines John Bennett's approach to running the GAM Long Short European fund
Double exposure
Hedge funds are allocating more to distressed strategies following lack of opportunities elsewhere
Appleton's Pan-Asian addition planned for 2003
pan-asian fund of hedge funds set to launch in new year
Tech and media stocks are good value
Long opportunities in media and technology sectors follow the recent slump