Hedge Funds Review - 2004-03-01
Articles in this issue
Managers concerned that Japanese economic rally might run out of gas
Japan long/short
Portable alphaand beta forlong/shortequity manager
Portable strategies
move with the times
Paul Dunning has brought a wealth of high-level experience to what is now HSBC Republic Investments and, having seen first-hand how institutional attitudes have changed towards hedge funds, shares his view of the future
The hedge fund index quagmire
Index products
Portable alpha and beta for long/short equity managers
Portable strategies
Telling the whole story?
Indices
keeping the momentum
Business succession
Sophisticated yet simple
Derivatives
HSBC Republic Investments, Paul Dunning - March 2004
Paul Dunning from HSBC Republic Investments explains the industry's move to institutional investors, the importance of good distribution and the usefulness or otherwise of capital guarantees on FoHFs.
Dollar's fall may be complete as interest rates look set to rise
Foreign exchange
Altis Partners, Global Futures Portfolio - March 2004
Zbigniew Hermaszewski,co-founder of Altis Partners, explains the strategy of the firm’s Global Futures Portfolio.
European funds bounce back
The trends revealed by our survey last month seem now to be reversing as managers observe better opportunity in European long/short than in Asia and emerging markets
Making thesystem workfor you
Zbigniew Hermaszewski,co-founder of AltisPartners, explains thestrategy of the firm'sglobal futures portfolio
Spreading the net: in search of the best fund managers
RMB International's Global Spread Capture Fund, a fund of hedge funds, has added value by taking significant decisions about which market to be in at particular times.