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Special Report on

Market-Neutral Investing

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An alternative investment management firm specialising in hedge fund and structured debt products. Their proprietary investment process, is designed to combine non-traditional investment strategies to achieve our absolute return objectives. Absolute Return Fund - Hedge fund targeting an annual performance of 8% to 10% through arbitration, insurance policies, raw materials, FX, futures and options, long/short equities, mortgages, arbitration on mergers, among other alternative techniques. In French and English. Adair Capital LLC - Private research and alternative investment firm specializing in hedge fund of funds. Aerodynamic ...
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 ...
What is a Market-Neutral Fund? « Medical Executive Post
It’s hard to believe that just 20 years ago, physician investors had only two primary asset classes from which to choose: U.S. equities and U.S. bonds. Today, the marketplace offers a daunting array of investment choices. Rapid market globalization, technology advancements and investor sophistication have spawned a host of new asset classes, from the mundane to the mysterious. Even neophyte medical investors can now buy and sell international equities, emerging market debt, mortgage securities, commodities, derivatives, indexes and currencies, offering infinitely more opportunities to make, or lose, money. Amidst this ... market research, surveys and trends
The Education of an Investor
In the past week two different friends have asked which books I read that influenced my thoughts on investing. Here is the answer. In the coming months... (years?) I will write a brief synopsis on each and every book (I think I counted 121) and what was my takeaway. 1. The Essays of Warren Buffett: Lessons for Corporate America by Lawrence A. Cunningham The best investment advice. Check out the “Chairman’s Letters” at See also Munger’s “Poor Charlie’s Almanack, 2nd Edition” and chapter 12 of J.M. Keynes “The General Theory” – Long Term Expectation market research, surveys and trends


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
On Neutral Ground
was one of the worst in history, but investors in the Calamos Market Neutral Fund, a mutual fund, hardly noticed. With annual total returns averaging a solid, if unspectacular, 8.4 percent from 2000 through 2002, the bear market was business as usual for them and for many other market-neutral fund investors. Indeed, removing the excitement — both good and bad — from market fluctuations is what market-neutral investing is all about. As the name implies, market-neutral hedge funds (and mutual funds) aim to minimize market risk and to provide consistent returns in both bull and bear markets. “Ideally the portfolio ... industry trends, business articles and survey research
Amazon's Value Is Fading in the Age of Apple
The rise of the Internet and e-commerce turned up a big, fertile field for Amazon to plant its innovations in. The bumper crop that it harvested is well known: $25 billion a year in annual revenue after 15 years in business and an 8% share of the retail market for books, music and other media products. But change is sweeping the way we buy media once again, and this time Amazon isn't doing so well. It's losing ground to Apple ( AAPL ). Amazon's confrontations with Apple aren't just apparent in high-profile clashes, such as the battle over pricing best-selling books. Apple has emerged as a threat to the one ... market trends, news research and surveys resources
Mahindra & Mahindra, ONGC, Tata Motors, Monnet Ispat: India Equity Preview
fell 191.57, or 1.1 percent, to 17,509.33, the lowest since June 16. The gauge climbed 1 percent in the three months ended June, completing the longest quarterly winning streak since at least September 1979, according to data compiled by Bloomberg. The S&P CNX Nifty Index on the National Stock Exchange lost 1.2 percent to 5,251.40. The BSE 200 Index retreated 0.8 percent to 2,229.53. SGX CNX Nifty Index futures for July delivery fell 0.2 to 5,250 at 11:02 a.m. in Singapore. Axis Bank Ltd. (AXSB IN): The lender and three other banks were raised to “buy” from “hold” by BNP Paribas analysts Vijay Sarathi and Abhishek Bhattacharya , ... market trends, news research and surveys resources


Market Neutral Investing
of market neutral investing, more specifically long/short equity market neutral, ..... So, if there are so many benefits to market neutral investing, ... technology research, surveys study and trend statistics
Highbridge Statistical Market - No-Action Letter
Apr 7, 2008 ... presumed to be in the best interest of investment company and its shareholders. Second, because of the Funds' market neutral investment ... 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, ...
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Beginner Investing: ValuEngine Newsletter Portfolio, small cap ...
   Eric Stokes is the editor, and he worked with ValuEngine's  research team extensively to create the strategy that would fit the individual investors needs. The results were this: The strategy uses ValuEngine's fair market valuation model. This is a computer model that looks at dozens of pieces of fundamental data on thousands of companies. It is not a static model and is semi-intelligent in the way that it uses and relates each data point. The result is a model that is predictive across all sectors and in both bull and bear markets. Eric selected a 15 stock portfolio, so each month ValuEngine ...
What does equal weight and over weight mean in the stock market ...
The answers about 'benchmarking' are correct, but I think you want something a bit more specific here. Some research opinions are given using the terms overweight, underweight and neutral (or market weight.) Research companies that rate stocks this way do so because their research is primarily intended for the professional investor market, such as those that approach a portfolio with a 'benchmark' bogey to beat. For you purposes you can simply interpret these ratings as follows: Overweight = outperform = positive = buy Underweight = underperform = negative = sell/avoid Market weight = ...