Hedge Funds Review/Profile
Hi ho, Silver Street Capital!
When Gary Vaughan-Smith and Alex Da Costa rode off into the sunset from ABN Amro last summer, few doubted they would reappear - and now they have galloped back onto the scene by establishing Silver Street Capital in London. David Walker trotted along for…
Six of the best - the secret to Hexam's success
Managers at boutique Hexam Capital have vowed Hexam will not have more than six partners, will cap assets at $3bn, and abide by process. David Walker chats with them...
EnTrusting what you know
ENtrust Capital's equities fund has been turning a profit for over eight years by sticking to what it knows best. It's still growing, by the way, as David Walker discovered when he put the following questions to the fund's co-founder, Mark Fife (pictured)
So what if the US slows? The party's thumping in Asia
Allocators to hedge funds are one-eyed that Asia and commodities are where it's at - but their other eye is firmly on the US, report Solomon Teague and David Walker...
And now, Eurex has a short story about Russia for us…
Being bearish in the land of the bear was once nigh impossible, but Eurex told David Walker all that was about to change...
"And how would Madam like us to make it?"
Credit Suisse says bespoke is the way forward, notes Solomon Teague - but it does have bets placed each way
Why eclectic excellence is the key unlocking 3C's success
3C has an interesting range of funds and is launching into another based on options and futures trading, so bringing its investors returns from private equity, through to a Japanese product focused on the China growth story, as David Walker reports
Man Group sets sail with Pemba into credit
RMF's European leveraged finance team now goes by another name, swapping the acronymically rich Man Group divisions' monickers for the name of an island in the Zanzibar archipelago, writes David Walker
Independent thinker
It took Tim Haywood quite some time to buy Julius Baer Investments free from the Julius Baer parent group. Now, at the group renamed Augustus Asset Managers Limted, he is casting his eye forward, he tells David Walker over a cuppa
Swings and roundabouts...
Investment trust shareholders may once have been told to take the good of liquidity with the bad of wide discounts to net asset value. London arbitrageur Carrousel Capital takes a different view as its chief executive Bruno Sanglé-Ferrière explains...
The Guarded State
New Jersey's pension fund, under the direction of Orin Kramer, is implementing a relatively modest allocation to hedge funds, yet even that was too much for some trustees in a fund that had never used an outside manager before, as Phyllis Feinberg reports
Growth by acquisition likely for Tribeca
Citigroup thought of buying Amaranth and is still looking to expand, as Tribeca's Dean Barr told Phyllis Feinberg in New York
Floating in a northerly direction...
As Polar Capital heads towards an admission to London's AIM market, its CEO Mark Kary explains to David Walker its plans, and how it has kept its entrepreneurial culture despite surpassing $3bn in assets
Behind Solent's towering success
Solent Capital Partners has won plaudits - and investors - for managing collateralised debt obligations, and also for its credit-based hedge fund product, reports Solomon Teague
Caliburn Capital rears the next generation of fund of funds thoroughbreds
Caliburn Capital's has a top-down focus on its institutional FoHF products, pursuing themes and those managers it deems most likely to exploit them successfully, as David Walker reports
Que sera, sera, but will you make money?
"If only we knew what was around the corner, we'd all make so much money." As such, our very own oracle, Solomon Teague, has dusted off his crystal ball to find out what 2007's markets may have in store...
The woman and Man with a pension plan
Ros Altmann says it's only a matter of time until a large UK company is pulled under by its troubled pension plan. Is that a bird? A plane? No, it's Super Man (Investments) with a plan for the plans, writes David Walker
Seizing the hedge funds' day
The Carpe Diem Group is setting up to capture the growth of the hedge fund industry in a number of ways, not least of which is building a Swiss bank and listing on London's AIM
Keeping one step ahead of the innovators
Kilkenny Capital Management has been making healthy returns out of the biotechnology sector for more than a decade. Jay Blanche met up with the top brass while they were in London, to find out how they do it
Plus ça change - how Polo Fund unlocks value
David Walker profiles Polo Capital Management's Polo Fund, the seekers out of catalysts for change and new paradigms to profit in the event-driven strategy
Worlds apart? The differing needs of institutional and high-net-worth investors
european investment forum
With the benefit of foresight: how Aspect Capital spotted the pension trend
As a swathe of reports on institutional interest in hedge funds are being published, Aspect Capital CEO Anthony Todd tells David Walker how they saw it coming, and prepared, back in 1997
Cognitive excellence and subtle insight
Copernico is among South America's better-known hedge funds. Ricardo Maxit, Copernico's CIO tells David Walker how the firm's two main funds work