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PAC Capital s new chairman shuffles board portfolio

Former Equity Trustees’s boss of the trustee business, Harvey Kalman, is shuffling his board portfolio as he heads to PAC Capital.

Systematic hedge fund thrives on market timing - Heeten Doshi

Heeten Doshi B. G., Opalesque Geneva: Many investors, academics, and financial professionals believe market timing is impossible. Other investors, especially active traders, believe strongly in it. Market timing is the act of moving investment money in or out of a financial market or switching funds between asset classes based on predictive methods. Market timing is most popular at the bottom of bear markets and least popular at the late stages of a bull market. Buy-and-hold behaviour is the reverse. Currently buy-and-hold seems to be more popular than it has been in at least a decade, which may suggest the bull market s end is near, says MarketWatch.

The party is not over for growth stocks - Robert Zuccaro

Robert Zuccaro B. G., Opalesque Geneva: Robert Zuccaro, a quantitative investment pioneer and founder of Target QR Strategies, raises a new angle to this year s debate on growth stocks versus value stocks. Russell Investments predicted that value stocks would outperform growth stocks this year. Much of their case rests on the regression to the mean theory given significant underperformance by value stocks relative to growth stocks over the past 15 years. But the rationale ignores the underlying fundamentals that favour growth stocks, says Zuccaro in a recent commentary seen by Opalesque. The Russell 1000 Growth ETF returned 38% in 2020 compared to almost 3% for the Russell 1000 Value ETF. But in February 2021, the Value ETF beat the Growth ETF by 9.8% versus -1.1%. That was its best relative showing in any month since 2001.

Editorial - Opalesque

Editorial   Welcome to the December issue of New Managers! In Bulletin, we cover Stouff Capital’s rapid rise, new additions at Arbitrium Capital and a new fund from Privium Fund Management. In Profiles, we speak with Good Soil Investment Management which has launched its debut fund with an interesting social impact component. We also profile SureFire Capital, a montreal-based family office which has an emerging fund of funds that’s topping performance award lists this year. Hedge fund data provider Eurekahedge provides an infographic on trends in European hedge funds. Marketing Challenge looks a........ To view our full article please login

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