CURRENT HEADLINES

Arbitrage Funds Dispels 7 Myths of Liquid Alternatives

Arbitrage Funds Dispels 7 Myths of Liquid Alternatives

Assets under management in liquid alternative mutual funds have quintupled since 2008, reaching a total of $150 billion as of June 2014. The number of ’40 Act funds pursuing alternative strategies has also multiplied fivefold in that time, ... [read more]

Fund Watch PIMCO, Arbitrage, Wells Fargo and Thomas Crown

Fund Watch: PIMCO, Arbitrage, Wells Fargo and Thomas Crown

In this edition of Fund Watch, we take a quick look at new fund filings from: Thomas Crown Global Long/Short Equity Fund Breithorn Long/Short Fund Wells Fargo Advantage Global Long/Short Fund Arbitrage Tactical Equity Fund PIMCO ... [read more]

CalPERS hedge fund decision video

Scalability is Main Driver Behind CalPERS’ Hedge Fund Decision

CalPERS Insight’s Bob Burton sits down to talk with CalPERS’ CIO Ted Eliopoulos about the pension fund’s decision to terminate its hedge fund program. “Almost simultaneous with your appointment, CalPERS dropped hedge funds from the ... [read more]

Risk Parity Innovation or Marketing Fad?

Risk Parity: Innovation or Marketing Fad?

“Business has only two functions: marketing and innovation,” according to Milan Kundera, author of The Unbearable Lightness of Being. The question asked by Chief Investment Officer is whether risk parity, an alleged “revolution in how to ... [read more]

HEADLINE NEWS

IN DEPTH

COMMENTARY

361 Capital Are you not entertained?...

361 Capital: Are you not entertained?…

361 Capital Weekly Research Briefing October 27, 2014 Timely perspectives from the 361 Capital research & portfolio ... [read more]

Weekend Reading Gotham, Goldman, ProShares and Janus

Weekend Reading: Gotham, Goldman, ProShares and Janus

Industry evolution and opportunity: a couple of the features of this industry that make it interesting. When I first entered ... [read more]

361 Capital Leaves aren’t the only thing turning red this October…

361 Capital: Leaves aren’t the only thing turning red this October…

This week’s Research Briefing from 361 Capital, written by Blaine Rollins, CFA, provides timely perspectives from the firm’s ... [read more]

RESEARCH

ProShares Explains Benefits of ‘Smoother Ride’ Provided by Alts

ProShares Explains Benefits of ‘Smoother Ride’ Provided by Alts

In a new whitepaper from ProShares, the company highlights one of the key benefits of allocating to alternatives: a smoother ... [read more]

Altegris Liquid Alts ‘Flowing into the Mainstream’

Altegris: Liquid Alts ‘Flowing into the Mainstream’

Liquid alternatives are “flowing into the mainstream” according to a new whitepaper by Jack Rivkin, chief investment officer ... [read more]

Legg Mason Provides ‘Introduction to MLPs’ in New Report

Legg Mason Provides ‘Introduction to MLPs’ in New Report

Master limited partnerships (MLPs) have been around since 1981, when Apache Oil Company used the MLP structure to sidestep ... [read more]

VIDEOS

CalPERS hedge fund decision video

Scalability is Main Driver Behind CalPERS’ Hedge Fund Decision

CalPERS Insight’s Bob Burton sits down to talk with CalPERS’ CIO Ted Eliopoulos about the pension fund’s decision to terminate its hedge fund program. “Almost simultaneous with your appointment, CalPERS dropped hedge funds from the portfolio,” Burton points out, before asking ... [read more]

QS Investors Rosemary Macedo

Video: Using Dividend Stocks and Managed Volatility Strategies

The secular decline in interest rates is over, according to QS Investors’ Chief Investment Officer Rosemary Macedo. As a result, investors need to understand the opportunity cost of holding high levels of cash and fixed income in their portfolios. As an alternative, investors ... [read more]

Brian Singer William Blair Fundamental Analysis

Video: Fundamental Analysis Alone Is Insufficient

How is fundamental value similar to the moon? Brian Singer, head of William Blair’s Dynamic Allocation Strategies Team, says fundamental value’s relationship to price is similar to that of the moon’s relationship to the ocean tides – fundamental is a long-term, “gravitational” ... [read more]