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Special Report on

Long-Short Market Neutral Fund

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Connective Capital Management portfolio manager Robert Romero says the Silicon Valley-based firm, which specialises in investing in the technology and alternative energy markets, has identified profitable short opportunities in consumer hardware and semiconductors and long opportunities in areas such as emerging energy infrastructure. HW: What events do you expect to see in your sector in the year ahead? RR: We expect to see some bankruptcies in the technology and emerging energy sectors as some weaker companies fail to raise the necessary capital during the current credit crunch. HW: What is the background to your company and ...
open to a limited range of investors that undertakes a wider range of investment and trading activities in addition to traditional long -only investment funds, and that, in general, pays a performance fee to its investment manager . Every hedge fund has its own investment strategy that determines the type of investments and the methods of investment it undertakes. Hedge funds, as a class, invest in a broad range of investments including shares , debt and commodities . Some people consider the fund created in 1949 by Alfred Winslow Jones to be the first hedge fund. As the name implies, hedge funds often seek to hedge some of the ...
as i expected
A resource for debunking the investments myths peddled by the financial press and Wall Street hype and presenting rational,sensible investing approaches based on sound research and academic findings. On Septemeber 22 I pointed out that the new short selling rules would create mega problems for the hottest new product from the mutual fund industry : 130/30 and other long short funds. Wall Street Journal SEPTEMBER 24, 2008 Short-Sale Ban Is Hitting Mutual Funds Some Managers Say They Aim to Avoid Big Cash Amounts A new ban on short sales of financial stocks is hitting many mutual funds and exchange-traded funds that make bets ... market research, surveys and trends
Top 3 Bear Market Funds – Mutual Fund Commentary | Stock Market ...
With real fears of an impending global depression coupled with Mutual funds holding record low amounts of cash and all three Major Equity Indices ( The S&P 500, Nasdaq 100 and Dow Jones Industrial) closing below their 200 day moving average, now could be the time to add Bear Market mutual funds to your portfolio. These mutual funds, which are categorized as long-short, market neutral or Leveraged Short, offer a great way to buffer the volatility and losses that can occur during a bear market. Below we will share with you 3 top rated Bear Market mutual Funds. Each has earned a Zacks #1 Rank (Strong Buy) as we expect the ... market research, surveys and trends


Dec 20, 2004 ... Eighty percent of the assets were brought in this year, “so it has been ..... quantitative long/short market neutral fund. The $25 million ... industry trends, business articles and survey research
Market Neutral
The year was 1999. Bill Clinton was in the White House, Ricky Martin was on the radio, and Kathryn McDonald was in Orinda, Calif. learning to hate the term "irrational exuberance." "That was a pretty difficult time," recalls McDonald, then a senior analyst with AXA Rosenberg Funds. As one of the first to offer a "market neutral" mutual fund to investors under the $1 million net worth threshold, McDonald's company couldn't have been more out of sync with the times. In a year that saw the S&P 500 gain 13 percent, Barr Rosenberg Market Neutral Fund (BRMIX), the company's conservative, ... industry trends, business articles and survey research
The confidence game
When the private market fears that the government is running high deficits that it won't be able to repay, interest rates rise. It's the market's way of charging us for the increased risk. But interest rates on U.S. debt are not rising. That's a problem for people who think the deficit is a major issue: You're asking the government to go on a diet, but at the moment, it's not gaining any weight, and is in fact losing some. So we're seeing the rise of a new argument: Companies and consumers aren't spending because they're scared off by government borrowing. As David Brooks put it in his market trends, news research and surveys resources
FTSE 100 index rises 5.5pc over the week
Sentiment in the London market was boosted by positive economic data, including research showing the number of Americans applying for jobless benefits fell by more than forecast. Upbeat comments from stock market Cassandras also helped confidence during the session. Writing about the the blue-chip index's recent declines, Graham Secker, a strategist at Morgan Stanley, said: "We continue to believe that we are currently witnessing a stock market event rather than a real economic event. Our economists are confident that the global economy will not double-dip and we agree with them." Mr Secker ... market trends, news research and surveys resources


Long-Short Market Neutral Fund
American Century® Long-Short Market Neutral Fund is an absolute return oriented fund that's designed to provide positive performance independent of general ... technology research, surveys study and trend statistics
Highbridge Statistical Market Neutral Fund - No-Action Letter
Apr 7, 2008 ... As the Fund maintains a market neutral strategy and seeks to maintain approximately equal value exposure in its long and short positions, ... technology research, surveys study and trend statistics
Market Neutral Funds
t's hard to remain neutral about market-neutral investing strategies, the latest fad to emerge in the mutual-fund industry. "It's an exciting opportunity for fund investors," gushes Gerard Breitner, president of Manhattan's ExComp Asset Management, an investment adviser. Simply put, market-neutral funds aim to deliver above-market returns with lower risk by hedging bullish stock picks with an equivalent, but diversified, number of bearish, or short, bets. Some income is also generated from the interest earned by placing the cash proceeds of the short sales in a money-market account. But, make no mistake, ...
Can anyone explain to me, in layperson's terms, what a hedge fund is?
The first hedge fund was created by A.W. Jones in 1949 and had a strategy that today would be termed "equity market-neutral"; the fund bought stocks it expected to outperform and shorted stocks it expected to underperform.  In other words, the fund hedged away its market risk (hence, the term "hedge fund").  The fund was structured as a limited partnership, was available only to accredited investors (high net worth individuals and institutions), and was compensated strictly through performance fees (20% of total return delivered to investors). Over time, other funds developed other strategies (many of which actually do ...
Question: 130/30 funds
I would love to better understand the 130/30 market (fund that can invest 130% in the market and can go short 30% so end up with 100% exposure) - Current market size in US as well as Europe - key players and their products (which funds) - Pricing (do they charge normal long only fees or more like hedge fund fees) - Who are the buyers (institutinal or HNWI) - Key trends (e.g., regulatory) Comment by User myoarin on Thu 16 Aug 2007 - 1:08 am UTC: Just a free comment, also hoping for a researcher's good answer. From what I have just read, one fallacy seems to be the impression that a short position is not market ...