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In Part II of this Alpha Hunter series, we examine the role intellectual property plays in the U.S. economy.
There are fears that the summer selloff could paralyze or weaken the secondary market for hedge funds. Yet deeper research reveals that some sought after funds may still command premiums – the story is very much fund-specific.
It is true by definition that the crowd is right in the midst of a trend, and wrong at the moment when that trend is about to reverse itself. In the Asia Pacific region, broad confidence in opportunities for private equity surely constitutes by now, a trend, even a parade. Whether it is the sort [...]
International Monetary Fund research shows that speculation does not influence the commodities markets.
There will likely always be at least a simmering tension in the hedge fund industry between the managerial desire for discretion in the use of assets and every investor’s desire to have the option of withdrawing funds as needed. When a manager seeks to offer its investors more liquidity than its own portfolio can provide, [...]
Roughly half of the private equity limited partners questioned in a June 2011 survey said they plan to commit more capital to PE funds this year than they did last.
Business owners aren't creating jobs for the sake of creating jobs - they are creating money, with job creation as collateral damage from the money creator's point of view.
New research from the Managed Funds Association looks at the state of the pension fund industry and examines the role that hedge funds can play in order to improve institutional investors' positions.
Dennis Lohfert, founder of Ion Asset Architecture, discusses quantitative trading strategies and how they are affected by current market conditions.
In the search for the optimal level of automation, there is a vice of defect, a vice of excess, and a virtuous golden mean.
Building with BRICs, an interview with Jim O'Neill, Chairman of Goldman Sachs Asset Management
A new academic paper suggests oil and other resources are spiking and retreating thanks to speculative activity, including trading by hedge funds. From our viewpoint: duh...
On Aug. 8, 2011, Chancellor Leo Strine of the Delaware Chancery Court issued in opinion in a dispute between a hedge fund seed investor and that hedge fund’s manager, Paige Capital Management LLC v. Lerner Capital Fund. His decision, working in part from the contract law precedents of New York, in part from equitable precedents [...]
The nature of funds of hedge funds, their scale and, more specifically, the added value they offer to their investors have all evolved over time, and will continue to evolve. In an interview, Brian W. Chung, senior vice president,senior portfolio manager for SSARIS Advisors, a Hedge Funds of Funds affiliate of State Street Global Advisors, spoke [...]
Patent trolls aren't the only ones hiding under the bridge and collecting tolls on intellectual property. Alpha Hunter Michael Friedman discusses the hidden alpha potential in IP.
