Oaktree IPO, Pro and Con

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 »

Yale Sells Gold Stock

February 21, 2012

David Swensen, the long-time chief of Yale University’s endowment, is known for his Read the rest of this entry »

Veteran Bear’s Gold and Silver Miners

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 »

Investors Withdraw from Europe

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 »

Morgan Stanley, BlackRock Support Einhorn

February 9, 2012

In the past 12 months or so David Einhorn has been Read the rest of this entry »

Quants Get Traction After Tough Year

February 7, 2012

Chidem Kurdas

Trend-following quantitative traders of futures contracts did better Read the rest of this entry »

Cooperman Contrarian Gas Strategy

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 »

Hopeful Signs

February 2, 2012

Chidem Kurdas

In the last two days there were three news items suggesting positive developments for hedge fund Read the rest of this entry »

Investing in Bernanke – Draghi Markets

January 31, 2012

Chidem Kurdas

Why did hedge funds as a whole disappoint in 2011? One obvious answer is Read the rest of this entry »

Black Diamonds Get Noticed

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 »


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