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  • Fulcrum Asset Management assembles strategic adviser panel
    by fiona.mcnally on September 22, 2021 at 11:20 am

    Fulcrum Asset Management assembles strategic adviser panel Submitted 22/09/2021 - 12:20pm Fulcrum Asset Management has assembled a panel of strategic advisers as it experiences increasing demand for illiquid investments through its Alternative Solutions business.  The panel will offer an additional layer of analysis and consultation regarding longer-term investments, enhancing Fulcrum’s existing capability in the area.  The three inaugural panel appointees are property expert Julian Stocks, a partner at Knight Frank, alternatives expert Nathan Peters and credit expert Ed Britton. Head of Fulcrum Alternative Solutions, Matt Roberts believes that it is beneficial to seek independent expert opinions given the long-term idiosyncratic nature of these investments. “We are excited by the growing demand for bespoke illiquid arrangements from investors, and while we have our own deep expertise in this area, a wide range of expert opinion can only enhance the decision-making process, particularly given the long-term nature of the investments.” Julian Stocks has 30 years’ property experience in the UK and Europe, and along with his team at Knight Frank runs a series of high-profile active property portfolios and large single assets, with approximately GBP3 billion under management.  Ed Britton was a director, specialising in credit research at Willis Towers Watson, where he had served for more than 12 years before retiring in 2018. Prior to this he had been a fund manager at both Baring Asset Management and Newton Investment Management.  Nathan Peters is a freelance adviser specialising in the alternative investment industry. As a former portfolio manager with Fulcrum, Nathan knows the firm, and the industry extremely well. In particular, he will bring expanded coverage of the Australian marketplace. The new panel is in keeping with Fulcrum’s thoughtful and research-oriented culture. Roberts says: “Additional, independent advice supplied by these industry leaders will help us to maximise the chances of achieving our clients’ objectives in this interesting opportunity set.” Fulcrum has a team of over 70 people including economists, asset class specialists and research analysts. Like this article? Sign up to our free newsletter Author Profile Related Topics Moves & Appointments

  • Hanover Investors appoints first Chief Business Officer
    by fiona.mcnally on September 22, 2021 at 11:10 am

    Hanover Investors appoints first Chief Business Officer Submitted 22/09/2021 - 12:10pm Hanover Investors has appointed Jeremy Westhead as its first Chief Business Officer. The specialist investor, that operates in under-analysed and illiquid markets, continues to bolster its senior team as it eyes further growth. Westhead is an experienced finance and operations director. He was previously Group Chief Financial Officer of We Are Nova, a technology focused venture builder. He was also Finance Director of Horizon Capital, a technology and business services focused private equity investor, working with them for more than a decade. Matthew Peacock, Founder and Chairman of Hanover Investors, says: “As the firm continues to grow and develop, it is crucial for us to enhance our platform. We are delighted that Jeremy has decided to join us to help execute our strategy.” The firm is currently investing via the Hanover Catalyst Fund, which is focused on high-conviction and heavily-researched investments in small cap securities in the UK and Nordic markets and the Hanover Active Equity Fund (HAEF) II which deploys proprietary, data-led research to identify complex stakeholder situations and under-researched businesses with excellent value potential for a control investor. Three months’ ago, luxury international motor yacht builder Fairline Yachts joined the portfolio after it was acquired for an undisclosed sum via HAEF II. Jeremy Westhead, Chief Business Officer of Hanover Investors, says: “The firm’s laser focus on finding, creating and delivering value is really impressive, as is the world class talent at all levels in the company. I am very much looking forward to working with the Hanover Investors team both in London and Malta.” Westhead is the latest senior strategic appointment to bolster the business for further growth. In the last six months the firm has hired Jason Carley and John Woodard, both as Senior Partners, and Serena Menaguale as Director of Fundraising. Like this article? Sign up to our free newsletter Author Profile Related Topics Moves & Appointments

  • Hedge fund assets soar to record volumes as yield-hungry investors swell industry coffers
    by hugh.leask on September 22, 2021 at 9:59 am

    Hedge fund assets soar to record volumes as yield-hungry investors swell industry coffers Submitted 22/09/2021 - 10:59am Global hedge fund industry assets are surging to record levels. New data published by BarclayHedge shows total industry assets have now mushroomed to USD4.4 trillion, with hedge funds raking in USD18.3 billion of new inflows from allocators during July, as managers scored a USD7.3 billion trading profit for the month. Hedge funds have now recorded a fifth consecutive month of positive investor flows, after allocators poured in USD16.6 billion in June, USD36 billion in May, USD23.3 billion in April and USD19.1 billion in March, according to the Barclay Fund Flow Indicator. In the 12-month period to the end of July, hedge funds attracted USD156.6 billion in inflows. A USD407.4 billion trading profit over the period brought total industry assets to USD4.4 trillion as July ended, up on USD4.32 trillion at the end of June, and outweighing the USD3.26 trillion recorded in July 2020. With equities and bonds showing greater correlation in recent months, yield-hungry allocators are understood to be turning to hedge funds and other alternative investments to help boost portfolio returns amid the shifting economic backdrop. Ben Crawford, head of research at BarclayHedge, said investors have been in a “risk-on” mode for most of the last 12 months, and July’s metrics again underlined that prevailing sentiment. “There was no shortage of promising auguries in July,” Crawford said. “Strong economic signals from the US, China and Europe, surging equity markets, increasing business activity and plummeting jobless figures all contributed to investors’ enthusiasm for hedge fund opportunities.” Sector-specific hedge funds – such as those strategies trading healthcare and technology – attracted the most investor interest, drawing in USD4.7 billion, or 1.4 per cent, of assets in July. Balanced (stocks and bonds) funds added USD3.3 billion of new capital, or 0.5 per cent of assets, in July, with fixed income strategies bringing in USD2.4 billion of allocator money and multi-strategy managers drawing USD2.3 billion. On the flipside, investor yanked some USD1 billion out of equity long-bias funds, and withdrew USD581.1 million from equity market neutral strategies and USD246 million from event driven managers. At the same time, managed futures, CTAs and trend-following strategies rebounded back into positive inflow territory in July, with investors pouring in USD920.9 million to the sector.  Systematic CTAs attracted the lion’s share, BarclayHedge said, pulling in USD748.1 million, as multi-advisor futures funds gained USD166.9 million of new money. Discretionary CTAs took in USD87.6 million, and hybrid CTAs saw USD85.2 million. Like this article? Sign up to our free newsletter Author Profile Hugh Leask Employee title Editor, Hedgeweek Twitter Linkedin Related Topics Impact Investing Investments Results & performance Investing in Hedge Funds

  • SS&C GlobeOp Forward Redemption Indicator at 2.45 per cent for September
    by fiona.mcnally on September 22, 2021 at 9:09 am

    SS&C GlobeOp Forward Redemption Indicator at 2.45 per cent for September Submitted 22/09/2021 - 10:09am The SS&C GlobeOp Forward Redemption Indicator for September 2021 measured 2.45 per cent, up from 2.24 per cent in August. "SS&C GlobeOp's Forward Redemption Indicator for September 2021 was a very favorable 2.45 per cent, reflecting lower redemption notices compared to the 3.43 per cent reported a year ago," says Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies. "This improvement marked the fifteenth consecutive month of year-over-year reduction in monthly redemption notices.  "Moreover, the 2.45 per cent level of redemptions is the lowest reading for any month of September since the inception of the Forward Redemption Indicator in 2008." Like this article? Sign up to our free newsletter Author Profile Related Topics Surveys & research


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