Chidem Kurdas
In the past several weeks I looked at six investors’ hedge fund portfolios. Five of them are relatively large, long-time investors. One gets a feeling of déjà vu (more…)
Archive for October, 2011
Why Investors Go Lockstep
October 27, 2011Chinese Company Restructuring Draws Big Funds
October 25, 2011Here’s a dramatic instance of distressed debt investing on a global stage. (more…)
Blackstone vs. BlackRock vs. Goldman
October 20, 2011Chidem Kurdas
It shows how bad the past three months have been that Blackstone and Goldman Sachs, two comparatively strong performers in the 2008-2009 crisis, lost money in third quarter 2011. By contrast BlackRock, another winner in the past crisis, reported positive net income, though down from the second quarter. But the comparison is less clear when you consider other information. (more…)
Search for Sticky Money
October 19, 2011Chidem Kurdas
Are some investors better than others for a hedge fund? Managers have long considered who they want as their client – and who they don’t want – but (more…)
Mass Market Alternatives Keep Coming
October 17, 2011The fund management arm of Hartford Financial, the insurance company, is preparing an alternative investment trust. This month BlackRock (more…)
Investors’ Cycle Trial for Managers
October 13, 2011Chidem Kurdas
The manager sounded frustrated. (more…)
Can Political Risk Be Hedged?
October 11, 2011Chidem Kurdas
Financial fears dominate the stock market but another kind of danger lurks in news headlines—-like today’s story about an alleged Iranian-directed scheme to assassinate Saudi Arabia’s ambassador to the US. As George Tzanetatos sees it, political threats are too important to ignore. (more…)
Why Hatteras Added Managed Futures
October 4, 2011Chidem Kurdas
Fund of funds firm Hatteras added managed futures to its Alpha Hedged Strategies mutual fund. Until this change, the fund had a 34% allocation (more…)
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