February 23, 2012
Chidem Kurdas
Does it make sense for people to buy publicly traded shares in a private investment business? That’s the question for the coming Oaktree IPO. In an assessment of Apollo, Blackstone and other publicly traded managers, Goldman Sachs says there’s value particularly in credit and real estate managers. The planned Oaktree IPO is in the credit area. Read the rest of this entry »
Tags: Apollo, Bain Capital, Blackstone Group, Goldman Sachs, Mitt Romney, Oaktree Capital
Posted in Credit, Equity, Private Equity | Leave a Comment »
February 21, 2012
David Swensen, the long-time chief of Yale University’s endowment, is known for his Read the rest of this entry »
Tags: American Bonanza Gold Corp., David Swensen
Posted in Commodities, Foundations | Leave a Comment »
February 16, 2012
Chidem Kurdas
Eric Sprott, the Canadian who made a fortune from bearish trades in recent years, isn’t just holding precious metals Read the rest of this entry »
Tags: Allied Nevada, Anglogold Ashanti, Canada, European debt crisis, Sprott Asset Management
Posted in China, Commodities | Leave a Comment »
February 14, 2012
Chidem Kurdas
Hedge fund clients, including large institutions, have been paring down their holdings in Europe. This appears to be a response not only to the ongoing crisis centered on Greece’s inability to pay back its debt but also Read the rest of this entry »
Tags: Och-Ziff
Posted in Asset Flows | Leave a Comment »
February 7, 2012
Chidem Kurdas
Trend-following quantitative traders of futures contracts did better Read the rest of this entry »
Tags: Altegris, David Kavanagh, Dearborn Capital, Dow Jones Credit Suisse Hedge Fund Index, Grant Park Managed Futures, Greg Anderson, Jon Sundt, Northern Lights Fund Trust, Princeton Fund Advisors, Winton Capital
Posted in Managers, Mutual Funds | Leave a Comment »
February 3, 2012
Natural gas prices are fluctuating around 10-year lows. America has such a big surplus in natural gas that some producers, notably Chesapeake Energy, have reduced production. So Omega Advisors’ Read the rest of this entry »
Tags: Atlas Energy, Chevron, Leon Cooperman, master limited partnerships, MLP, Omega Advisors
Posted in Energy | Leave a Comment »
January 26, 2012
Chidem Kurdas
Investors are always on the look-out for the next great manager, though the top league of large hedge funds has not changed much in years and consists mostly of the same names. One firm that Read the rest of this entry »
Tags: Carlson Capital LP, Clint Carlson, HedgeFundAlert, Information Services Group, SeekingAlpha.com
Posted in Asset Flows, Managers | Leave a Comment »