Chidem Kurdas
No wonder so many managers want to have an initial public offering. Pensions may be more (more…)
Archive for February, 2012
Pensions Like Their Alternatives Traded
February 28, 2012Oaktree IPO, Pro and Con
February 23, 2012Chidem 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. (more…)
Yale Sells Gold Stock
February 21, 2012David Swensen, the long-time chief of Yale University’s endowment, is known for his (more…)
Veteran Bear’s Gold and Silver Miners
February 16, 2012Chidem Kurdas
Eric Sprott, the Canadian who made a fortune from bearish trades in recent years, isn’t just holding precious metals (more…)
Investors Withdraw from Europe
February 14, 2012Chidem 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 (more…)
Quants Get Traction After Tough Year
February 7, 2012Chidem Kurdas
Trend-following quantitative traders of futures contracts did better (more…)
Cooperman Contrarian Gas Strategy
February 3, 2012Natural 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’ (more…)
Hopeful Signs
February 2, 2012Chidem Kurdas
In the last two days there were three news items suggesting positive developments for hedge fund (more…)
