Author Archives: Alex Gurvich
Wealth Advisors Broaden Offerings To Include Hedge Funds
By Douglas Nelson and Michael DeJarnette, ConvergEx Prime Services — The world of alternative investment products is always changing. Sometimes the changes are dramatic and sometimes they are subtle. A seemingly subtle change is a recent trend involving independent wealth advisors entering the alternative investment space. Douglas NelsonMany observers believe this entry into the world of hedge funds by a group of advisors that has a reputation for being more …
Q&A: Bringing Hedge Fund Strategies To The Mutual Fund World
FINalternatives Published on FINalternatives (https://www.finalternatives.com) Q&A: Bringing Hedge Fund Strategies To The Mutual Fund World Feb 8 2012 | 9:31am ET Direxion president and CIO Dan O’Neill says portfolio diversification is about asset classes, but it’s also about strategies. To O’Neill’s way of thinking, Direxion has been in the alternative asset business for years, having cut its teeth in the leveraged index mutual fund space before expanding into leveraged index …
Absolute Return: winners and losers
With absolute return portfolios growing in portfolio, how can you separate the good from the ugly? Top managers share their experience over the past year with Citywire Global. Marta Campello, Abante Asesores Investors ask for positive returns and low volatility in any market conditions. Since we have experienced a prolonged spell of volatility they are looking for shelter in so-called absolute return funds, but they do not show a clear …
Selectors reveal top absolute return fund picks – by Citywire
Appetite for absolute return funds is increasing so how are fund selectors meeting this demand and are they happy with the performance in this space? Daniel Aymerich Biota, Banco Inversis Asset managers are finding the absolute return concept is a valuable tool allied with their commercial strategies during periods of market turmoil. In theory, it helps to align the interests of investors wishing for attractive, risk controlled returns with the …
Cliff Asness: A hedge fund genius goes retail, by Shawn Tully
He already manages billions for elite investors. Now Cliff Asness believes he’s perfected a better way for regular folks to play the market, and he’s using that formula to build a mutual fund empire. At his home in Greenwich, Conn., Asness displays an admiration for Winston Churchill. His firm, AQR Capital, runs $42 billion. FORTUNE — Even among hedge fund brainiacs, Cliff Asness qualifies as a high achiever. In just …
2 ‘Pair Trades’ for an ‘Absolute Return’ Strategy, By Jamie Dlugosch
by Jamie Dlugosch | November 21, 2011 9:59 am The lack of confidence in the stock market should be no surprise. Investors have been put through the ringer, and even though a dearth of enthusiasm is ultimately bullish for stocks, it’s tough to be a believer these days. The U.S. economy is teetering, and the lack of a debt deal from the supercommittee[1] is an immediate threat to investors. Then …
Market Vs. Economic Cycles And Sector Rotation – Seeking Alpha
Market Vs. Economic Cycles And Sector Rotation – Seeking Alpha. By Lance Roberts “To Everything (Turn, Turn, Turn) There Is A Season (Turn, Turn, Turn) And A Time To Every Purpose, Under HeavenA Time To Be Born, A Time To Die A Time To Plan, A Time To Reap A Time To Kill, A Time To Heal A Time To Laugh, A Time To Weap” Those lyrics to Turn! …
Sector ETFs Applied to Rotation Strategies
Sector ETFs Applied to Rotation Strategies Written on 09/15/2011 All investors have one thing in common, and that is their end goal. Everyone wants to make money, and preferrably at a rate that will mitigate the effects of inflation and provide for a comfortable retirement. That means you need to be implementing an investment strategy that outpeforms the S&P 500. Well, in all fairness this may not have always …
How To Use ETFs For Sector Rotation Strategies – Forbes
How To Use ETFs For Sector Rotation Strategies – Forbes. How To Use ETFs For Sector Rotation Strategies
Follow the Cycle – Richard Bernstein Advisors – October 31, 2011
Follow the Cycle – Richard Bernstein Advisors – October 31, 2011. It remains a mystery to us as to why investors believe each cycle is terribly different from other cycles. The title of a very popular book right now is “This Time is Different.” Some cycles are, of course, stronger and some are weaker, and some cycles last longer than others. However, the investment implications at different points in the …