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$3B nontraded REIT will post new valuation in August
Although a number of nontraded real estate investment trusts recently posted sharp decreases in valuations, one of the…
Diversified alpha bets? This alt fund’s got them
While any fund dubbed “absolute return” is automatically setting the bar way too high, the Causeway Global Absolute Return Fund deserves some credit for making every effort to remove market beta, which theoretically would leave investors with alpha, or absolute returns.
Roid rage: Asteroid mining hottest investment going
Want to get in on the ground floor of space? Consider Planetary Resources, a hot startup which aims to excavate minerals from asteroids. Don't laugh -- the company's current list of backers is mighty impressive.
On the ropes, Knight Capital seeks buyers
Knight Capital Group Inc. opened its books to potential buyers, including private-equity firms and at least one securities-industry rival, as it seeks an investment or takeover to survive after a $440 million trading loss.
U.S. Court dismisses class action bid against KBS REIT
A nontraded real estate investment trust that saw a sharp decrease in its valuation this year won a…
For Convergent strategist, hedging provides diversification
At Convergent Wealth Advisors, the alternative strategy of choice nearly always includes hedge funds. Across the industry, advisers…
Search for downside protection leads adviser to structured notes
Downside protection is the alternatives goal for a number of clients at adviser Ian Weinberg’s office. His search…
Why clients are playing defense with alternative investments
The fact that inflows into alternatives funds continue to be heavy even while they are underperforming the broad…
Advisers still investing in alternative strategies
Poor performance hasn’t scared advisers away from alternatives mutual funds, even as large institutional investors are scaling back.
Morningstar ratings may ease picking
The alternatives mutual fund sector has closely resembled the Wild West over the past four years. The…
Using absolute-return funds to protect value of portfolios
In the aftermath of the 2008 financial crisis, Ed Kohlhepp’s clients are as interested in preserving their capital…
The endowment model holds lessons for Ganos and his clients
The so-called endowment model of investing, with its heavy dose of alternative investments, came in for some rough…
The modern economic and political cycle: Wash, rinse, repeat
The global financial markets and economy have been unable to return to steady growth following the financial crisis that began in 2008. This has not been without occasional bouts of optimism, where momentum builds as market participants embrace a growing expectation of reaching a critical escape velocity. However, these sentimental boosts have been fleeting. While each round has been distinct, it is worthwhile to note that the cycles are eerily similar.
Valuation drops, distributions stop at top REIT
KBS property trust REIT down to $5.16 from launch price of $10; dividends to investors halted.
Recognizing the relative advantages of natural resources vs. commodities
This RS Investments research brief examines how shifts in commodity fundamentals presents the case for employing natural resource…
Alternative mutual fund strategies set for rapid growth: Cerulli
The latest research from Cerulli shows that money managers expect the assets they hold in alternative strategies to increase by at least 50% over the next three years
Don’t overlook lagging managed futures as a risk hedge
Managed-futures strategies haven't been hot performers for at least two years, but asset flows and investor interest suggests the strategy is being viewed as a solid hedge against risk.
Neuberger joins crowded — and pricey — multialternatives universe
Firm launches fund overseen by eight managers; interest in alts starting to wane
When looking to commodities, consider long/short funds, ETFs
The wisdom of letting your manager worry about backwardation, contango when investing in commodities
Alternative mutual fund strategies set for rapid growth, Cerulli says
Money managers are increasingly bullish on alternative investment strategies and expect rapid growth, according to Cerulli Associates Inc.
