AQR CAPITAL MANAGEMENT

Below please find a 13F analysis report for AQR Capital Management for Q1 2009. 13F analyses are reports that fund managers with over $100M are required to submit to the SEC, they are publicly available and these reports provide us with some insights on what some hedge fund managers have been investing in.

AQR Capital Management LLC was founded by Clifford S. Asness, Ph.D., David G. Kabiller, CFA, Robert J. Krail, John M. Liew, Ph.D., and several colleagues in January 1998. AQR’s investment products span from aggressive high volatility market-neutral hedge funds, to low volatility benchmark-driven traditional products. Investment decisions are made using a series of global asset allocation, arbitrage, and security selection models, and implemented using proprietary trading and risk-management systems.

Here are the holdings of AQR Capital Management

• (ABC) Amerisourcebergen corp
• (ACV) Alberten-Culver
• (AMGN) Amgen
• (BKS) Barnes & Noble
• (COP) Connoco Philips
• (CVX) Cheveron
• (IBM) International Business Machines
• (JNJ) Johnson and Johnson
• (NWE) Montpelier Re Holdings Ltd
• (MSFT) Microsoft
• (PFE)Palm Insurance
• (PG) Radioshack Corp
• (QQQQ) Power Shares QQQ
• (T) AT&T
• (XOM) Exon Mobile

Using the TickerSpy portfolio analysis tool the graph to the left was created showing the approximate equity performance for AQR Capital management over the previous six months. According to this analysis AQR Capital Management ‘s equity picks have been underperforming against the S & P 500 recently

The top 5 highest performing equities which for AQR Capital Management held as of this 13F filing include (ACV), (ABC), (MSFT), (AT&T) and (QQQQ)

According to AlpaClone data on for AQR Capital Management 21% of their equity portfolio is invested within the Services sector. The total equity value of for AQR Capital management is 4B+, their total number of reported holdings is 1460, and over 9.6% of the market value of this portfolio is represented within the top 10 holdings.

For more information on for AQR Capital Management please see the HedgeFundBlogger.com Hedge Fund Tracker Profile on for AQR Capital Management by clicking here.

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• Soros Fund Management by George Soros

Tags: AQR Capital Management,13F analysis,alternative investments,AQR Investments,holdings AQR Capital management

Below please find a list of top 20 Family Office and Alternative Investment websites which are ran by the H Media Group and others in the industry:

1. Family Offices Group
2. Hedge Fund Blogger.com
3. Albourne Village
4. Third Party Marketing .com
5. Magnum Fund Articles
6. Family Office Database
7. Harvard Hedge Funds Guide
8. Hedge Fund Startup Guru.com
9. The Wealth Report by the WSJ
10. Private Equity Blogger.com
11. NY Times Dealbook – on Hedge Funds
12. Fund Administration .org
13. Fintag’s Hedge Fund News Site
14. Prime Brokerage Guide.com
15. SEC Website on Hedge Funds
16. Hedge Fund Certification.com
17. Google News on Hedge Funds

Tags: family office, family offices, alternative investments, hedge fund, hedge funds, private equity, wealth management, financial planning, investing, investor resources, top 10, top 5, top 20

Below is a short article from Dealbook on starting a hedge fund right now. This is a great article because it bridges some of the gap between what most professionals would expect to be happening in this space and what is actually happenning, which is the explosion of new hedge funds coming out into the industry. The article discusses how a few managers are finding opportunities in starting their funds because of the gating clauses, liquidity issues, and lack of institutional processes that some investors have suffered from. Here is an excerpt from the article:

In a small office in London’s upscale West End, three veterans of high finance are getting ready to start their own hedge fund.

It’s a scene that was common enough in the world’s financial hubs during the boom years. But in the post-Lehman, post-Madoff and post-credit-crunch world, starting a hedge fund has become harder, riskier and potentially less lucrative. So why do it? That’s what DealBook recently asked Mahmood Noorani, one of the founding partners of the new London-based fund, Gyldmark Liquid Macro Fund.

“We think it presents an opportunity to finally do things right,” he said about the timing of the new venture. “And it was the events of 2008 that convinced us that the right time is now for what we want to do.”

Mr. Noorani, along with his partners, Alastair Hollingdale and George Hatjoullis, may represent the new face of the hedge fund start-up: arrogance and mystery are out; liquidity and transparency are in.

These are not fresh-faced recent college grads hanging out a shingle, as so often seemed to be the case as hedge funds proliferated just a few years ago. Gyldmark’s three founders have worked in finance for decades and held senior roles at bulge-bracket firms llike Morgan Stanley, Credit Suisse and Bank of America. Mr. Noorani and Mr. Hatjoullis were most recently portfolio managers at BlueCrest Capital, a large hedge-fund firm based in London. Read more…

Tags: Hedge Fund, Hedge Fund Startup, Why start a hedge fund, hedge fund startups in 2009, forming a hedge fund, alternative investments, why hedge funds are being started

Below is a short article from Dealbook on starting a hedge fund right now. This is a great article because it bridges some of the gap between what most professionals would expect to be happening in this space and what is actually happenning, which is the explosion of new hedge funds coming out into the industry. The article discusses how a few managers are finding opportunities in starting their funds because of the gating clauses, liquidity issues, and lack of institutional processes that some investors have suffered from. Here is an excerpt from the article:

In a small office in London’s upscale West End, three veterans of high finance are getting ready to start their own hedge fund.

It’s a scene that was common enough in the world’s financial hubs during the boom years. But in the post-Lehman, post-Madoff and post-credit-crunch world, starting a hedge fund has become harder, riskier and potentially less lucrative. So why do it? That’s what DealBook recently asked Mahmood Noorani, one of the founding partners of the new London-based fund, Gyldmark Liquid Macro Fund.

“We think it presents an opportunity to finally do things right,” he said about the timing of the new venture. “And it was the events of 2008 that convinced us that the right time is now for what we want to do.”

Mr. Noorani, along with his partners, Alastair Hollingdale and George Hatjoullis, may represent the new face of the hedge fund start-up: arrogance and mystery are out; liquidity and transparency are in.

These are not fresh-faced recent college grads hanging out a shingle, as so often seemed to be the case as hedge funds proliferated just a few years ago. Gyldmark’s three founders have worked in finance for decades and held senior roles at bulge-bracket firms llike Morgan Stanley, Credit Suisse and Bank of America. Mr. Noorani and Mr. Hatjoullis were most recently portfolio managers at BlueCrest Capital, a large hedge-fund firm based in London. Read more…

Tags: Hedge Fund, Hedge Fund Startup, Why start a hedge fund, hedge fund startups in 2009, forming a hedge fund, alternative investments, why hedge funds are being started

Hedge Fund Infrastructure Investments

While we don’t usually publish videos put out by industry service providers, below is a very professional interview-based video created by Advent Software. Within this video they talk about hedge fund infrastructure, investing in improving operations, and the pay-off periods of doing so. Click here to view the embedded video below.

View over 100 videos on hedge funds within our Hedge Fund Video Library.

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DE SHAW & CO

Below please find a 13F analysis report for DE Shaw & Co for Q1 2009. 13F analyses are reports that fund managers with over $100M are required to submit to the SEC, they are publicly available and these reports provide us with some insights on what some hedge fund managers have been investing in.

Founded in 1988, the D. E. Shaw group is a global investment and technology development firm with approximately $35 billion in aggregate investment capital and offices in North America, Europe, and Asia.

• (ABC) Amerisourcebergen Corp
• (ABII) Abraxis Bioscience
• (APC) Anadarco Petroleum Group
• (APOL) Apollo Group
• (BIIB) Biogen Idec
• (DGX) Quest Diagonistics
• (ENDP) Endo Pharmacueticals holdings
• (FCX) Freeport MCmoran Copper & Gold
• (INTC) Intel Corp
• (MYL) Mylan Laboratories
• (OC) Owens Corning
• (ORCL) Oracle Corp
• (PFE) Pfizer
• (VRTX) Vertex Pharmacueticals
• (WCRX) Warner Chilcott Ltd

Using the TickerSpy portfolio analysis tool the graph to the left was created showing the approximate equity performance for DE Shaw & Co over the previous six months. According to this analysis DE Shaw & Co ‘s equity picks have been underperforming against the S & P 500 recently.

The top 5 highest performing equities which for DE Shaw & Co held as of this 13F filing include (OC), (ORCL), (DGX), (VRTX) and (WCRX)

According to AlpaClone data on for DE Shaw & Co 20% of their equity portfolio is invested within the Services sector and 20% in Health Care. The total equity value of for DE Shaw & Co is 16B+, their total number of reported holdings is 2351, and over 13.1% of the market value of this portfolio is represented within the top 10 holdings.

For more information on for DE Shaw & Co please see the HedgeFundBlogger.com. Hedge Fund Tracker Profile on for DE Shaw & Co by clicking here.

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4. 5 Unique Hedge Fund Marketing Tactics (2 of 5)
5. 5 Unique Hedge Fund Marketing Tactics (3 of 5)
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Tags: hedge fund, hedge funds, marketing, public relations, holdings, 13F Analysis, 13F, SEC filings, SEC, regulation, compliance, hedge fund performance, alternative investments, sales

This article below was first published on HedgeFundStartupGuru.com. Last week I moderated a panel discussion in new york on capital raising and how starting a fund is really starting a small business. The discussions were great and while everyone knows that capital is hard to raise some good tips and investor feedback came out of the event. We hope to do more of these in the future, stay tuned for Hedge Fund Group (HFG) event announcements for Chicago next month and Moscow, Russia this September. Below please find an article on hedge funds tar

The gyrating financial markets have proven difficult for even the most experienced alternative-investment managers to navigate over the last year, but startup hedge funds and commodity trading advisors now confront an even tougher challenge: convincing investors to entrust them with their money.

In the wake of 2008 – the hedge fund industry’s worst year on record – fledgling funds face gun-shy investors and tougher competition for the assets that are available, amid a fickle market that has made it tough to put up the numbers that made hedge funds famous. Adding to the problem are the effects of … source

For related resources please see HedgeFundStartupGuru.com, ThirdPartyMarketing.com and our own Hedge Fund Marketing & Sales Guide and Hedge Fund Startup Guides.

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Tags: Hedge Fund, Raising capital, capital, hedge funds, private equity, alternative investments, starting a fund, raising capital for a new fund, fundraising tips and advice

Third Party Marketing Restrictions

The third party marketing industry has been battered over the past 6 months with dozens of reports of un-ethical or illegal kickbacks being provided to third party marketing agents, placements agents and those in control of funds at large institutional investors. This is the first public black mark for the third party marketing industry in several years and many large investor groups are now reviewing the rules surrounding the use of placement agents. In the past full disclosure was adequate to 99% of investors, but now some are not looking at funds which use such agents. Here is a related about this trend:

Legislative leaders have agreed to spend up to $100,000 to help pay for an independent review of New Mexico’s investment practices and policies.

Questions have been raised about investments of public money because of millions of dollars in fees paid to third-party marketing and placement agents by firms that won investment business with the State Investment Council and an educational retirement fund.

Lawmakers are also troubled by billions of dollars in losses in pension and investment funds during the past year as financial market deteriorated.

The Legislative Council, a group of House and Senate leaders, directed its staff on Wednesday to solicit bids from firms interested in doing a wide-ranging examination of the State Investment Council and agencies that administer public pension funds, the Educational Retirement Board and the Public Employees Retirement Association.

The agencies manage funds valued at $25 billion at the end of March.

Gov. Bill Richardson’s administration is jointly commissioning the investment review with the Legislature, and the executive branch will provide up to $200,000. source

Benefit from over $140,000 worth of free consulting advice found within our Hedge Fund Marketing & Sales Guide.

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Third Party Marketing Restrictions

The following article was first published on ThirdPartyMarketing.com, now the #1 most widely visited website on fund marketing and sales. The third party marketing industry has been battered over the past 6 months with dozens of reports of un-ethical or illegal kickbacks being provided to third party marketing agents, placements agents and those in control of funds at large institutional investors. This is the first public black mark for the third party marketing industry in several years and many large investor groups are now reviewing the rules surrounding the use of placement agents. In the past full disclosure was adequate to 99% of investors, but now some are not looking at funds which use such agents. Here is a related about this trend:

Legislative leaders have agreed to spend up to $100,000 to help pay for an independent review of New Mexico’s investment practices and policies.

Questions have been raised about investments of public money because of millions of dollars in fees paid to third-party marketing and placement agents by firms that won investment business with the State Investment Council and an educational retirement fund.

Lawmakers are also troubled by billions of dollars in losses in pension and investment funds during the past year as financial market deteriorated.

The Legislative Council, a group of House and Senate leaders, directed its staff on Wednesday to solicit bids from firms interested in doing a wide-ranging examination of the State Investment Council and agencies that administer public pension funds, the Educational Retirement Board and the Public Employees Retirement Association.

The agencies manage funds valued at $25 billion at the end of March.

Gov. Bill Richardson’s administration is jointly commissioning the investment review with the Legislature, and the executive branch will provide up to $200,000. source

Benefit from over $140,000 worth of free consulting advice found within our Hedge Fund Marketing & Sales Guide.

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Tags: third party marketing, hedge funds, hedge fund, alternative investments, placement agents, third party marketing rules and regulations, restrictions on placement agents

The Demise of Hedge Funds

This video below talks about out Bull Path Capital Management and how they have converted their hedge fund into a mutual fund. While this is great free advertising for Bull Path, this is a misleading video about the hedge fund industry. We had over 100 professionals attend our hedge fund startup event in New York last week, one of the most popular articles on my website is on hedge fund startups, and last week a report showed that more hedge funds are starting right now than any other time within the past 3 years. I should have this line be the tagline of my whole blog: “I believe that hedge funds will be stronger than ever in just 3 years.”

Click on the image below to watch a video by Bloomberg on the “Demise of Hedge Funds.”

View over 100 videos on hedge funds within our Hedge Fund Video Library.

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Hedge Fund ETFs | Video Explanation

Here is a short video with IndexIQ which offers a hedge fund ETF product. This video provides a pretty good high level explanation of the product. Discussions around how legitimate these products are surfaced at both of the last two hedge fund conferences I attended. If you are viewing this article via email please click here to watch the embedded video below.

View over 100 videos on hedge funds within our Hedge Fund Video Library.

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New Hedge Funds Launched in 2009

Here is a great video put out by Bloomberg on how hedge funds are being started almost every day. The news caster is quoted as saying that 8 hedge funds are being started in July 2009 which will manage over $2B total. While I’m sure that this reporter is trying to stress that these are not all small hedge fund shops, I can assure you that there are far more than 18 hedge funds launching in July. Capital for these hedge funds is coming from seed capital providers, large banks and institutions looking to benefit from the cyclical nature of the markets. Many of these new funds are using managed accounts to provide banks with more transparency and less liquidity risk. If you are viewing this article via email please click here to watch the embedded video below.

View over 100 videos on hedge funds within our Hedge Fund Video Library.

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Below please find a 13F analysis report for Paulson & Company for Q1 2009. 13F analyses are reports that fund managers with over $100M are required to submit to the SEC, they are publicly available and these reports provide us with some insights on what some hedge fund managers have been investing in.

Paulson & Co. (PCI) is an employee owned hedge fund sponsor. Founded by John Alfred Paulson, the firm primarily provides its services to pooled investment vehicles. The firm invests in the public equity markets across the globe and employs strategies such as merger arbitrage, long/short, and event-driven strategy to make its investments. It employs fundamental analysis to make its investments. Paulson & Co. was founded in July 1994 and is based in New York, New York.

As of the most recent 13F filing completed by Paulson & Company their holdings included:

• (Au) Anglo gold Ashanti Ltd
• (BSX) Boston Scientific Group
• (GDX) Market Vectors Gold Miners ETF
• (GFI) Gold Fields LTD
• (GLD) SPDR Gold Trust
• (JPM) JP Morgan Chase & Company
• (KGC) Kinross Gold Corp
• (MIR) Mirant Corp
• (PCZ) Petro Canada
• (PM) Philip Moris International
• (ROH) Rohm & Hass
• (SGP) Schering Plough Corp
• (STJ) ST Jude Medical
• (T) AT&T
• (WYE) Wyeth

Using the TickerSpy portfolio analysis tool the graph to the left was created showing the approximate equity performance for Paulson & Company over the previous six months. According to this analysis Paulson & Company‘s equity picks have been underperforming against the S & P 500 recently.

The top 5 highest performing equities which Paulson & Company held as of this 13F filing include (PCZ), (MIR), (JPM), (PM) and (BSX)

According to AlpaClone data on Paulson & Company 26% of their equity portfolio is invested within the Health Care sector and 40% in Financial. The total equity value of Paulson & Company is 9B+, their total number of reported holdings is 25, and over 89.7% of the market value of this portfolio is represented within the top 10 holdings.

For more information on Paulson& Company please see the HedgeFundBlogger.com Hedge Fund Tracker Profile on Paulson & Company by clicking here.

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Tags:13F analysis Paulson& Company,Paulson& Company’s holdings, Paulson& Company’s fund, Paulson& Company 13F filing, 13F, hedge fund, hedge funds, alternative investments

Atticus Capital

Below please find a 13F analysis report for Atticus Capital for Q1 2009.13F analyses are reports that fund managers with over $100M are required to submit to the SEC, they are publicly available and these reports provide us with some insights on what some hedge fund managers have been investing in.

Atticus Capital, LLC, is a leading investment management firm founded by Timothy Barakett in 1995. Headquartered in New York, the firm invests in global securities markets on behalf of major institutions, endowments, pension funds, and private investors. Timothy Barakett, Chairman and CEO, and David Slager, Senior Managing Director, lead the firm’s portfolio management team.

As of the most recent 13F filing completed by Atticus Capital their holdings included:

• (MA) Master Card
• (NOK) Nokia Corp
• (V) Visa
• (WYE) Wyeth

Using the TickerSpy portfolio analysis tool the graph to the left was created showing the approximate Atticus Capital’s equity performance for over the previous six months. According to this analysis Atticus Capital’s equity picks have been underperforming against the S & P 500 recently.

The top 5 highest performing equities which Atticus Capital held as of this 13F filing include (MA), (NOK), (V),and (WYE)

According to AlpaClone data on Atticus Capital 81% of their equity portfolio is invested within the health sector ,5% in technology sector. The total equity value of Atticus Capital is 70M+, their total number of reported holdings is 4, and over 100% of the market value of this portfolio is represented within the top 10 holdings.

For more information on Atticus Capital please see the HedgeFundBlogger.com Hedge Fund Tracker Profile on Atticus Capital by clicking here.

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Hedge Fund Event Tonight in NYC

Tonight I will be moderating a panel on the topic of hedge fund startups in New York City. We will be covering the following questions during this event:

• What best practices in capital raising have you picked up while raising assets for your fund?
• What painful lessons have you learned which others could avoid while growing their funds?
• How did you negotiate the seed capital deal which your firm received?
• What business lessons have you learned while running a small hedge fund and growing it over time?
• What have you learned about selecting appropriate service providers for your hedge fund business and how have you managed counterparty risk as an emerging manager?

Hope to see many subscribers to the newsletter at the event, if you would like to come please complete the RSVP form found here.

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BERKSHIRE HATHWAY

Below please find a 13F analysis report for Berkshire Hathaway for Q1 2009. 13F analyses are reports that fund managers with over $100M are required to submit to the SEC, they are publicly available and these reports provide us with some insights on what some hedge fund managers have been investing in.

Berkshire Hathaway is a publicly traded holding company owning subsidiaries engaged in a number of diverse business activities. The company Chairman and CEO is Warren Buffet, one of the most highly regarded managers and investors in the world. Headquartered in Omaha, Nebraska, the company’s invested assets derive from shareholder capital as well as funds provided from policyholders through insurance and reinsurance businesses (“float”).

As of the most recent 13F filing completed by Berkshire Hathaway their holdings included:

• (AXP) American Express
• (BAC) Bank Of America
• (BNI) Burlington Northern Santa Fe Corp
• (CDGO) Comdisco holding Compnay
• (CEG) Constellation Energy Group
• (CMCSK) Comcast Class A
• (COP) Conocco Phillips
• (COST) Costco Wholesale
• (ETN) Eaton Corp
• (GCI) Gannett Co
• (GE) General Electric co
• (GSK) GlaxoSmithklime Plc
• (HD) Home Depot
• (IR) Ingersoll rand
• (IRM) Iron Mountain
• (JNJ) Constellation Energy Group
• (KFT) Kraft Foods
• (KMX) Carmax Inc
• (KO)Coco cola Co
• (LOW)Lowes Companies
• (MCO) Moodys Corp
• (MTB)M&T Bank
• (NKE) Nike
• (NLC) NAlco Holding Company
• (NRG) Nrg Energy
• (NSC) Norfolk Southern Company
• (PG) Procter& GAmble
• (SNY) Sanofi-Aventis
• (STI) Suntrust Banks
• (TMK) Torchmark Corp
• (UNH) United Health Group
• (UNP) Union Pacific Corp
• (UPS) United Parcel Service
• (USB) US Bancorp
• (USG) USG Corp
• (WBC) WABCO Holdings
• (WFC) Wells Fargo & Company
• (WLP) Wellpoint
• (WMT) Wallmart Stores
• (WPO) Washington Post Co
• (WSC) Wesco Financial Group

Using the TickerSpy portfolio analysis tool the graph to the left was created showing the approximate Berkshire Hathaway’s equity performance for over the previous six months. According to this analysis Berkshire Hathaway’s equity picks have been outperforming against the S & P 500 recently.

The top 5 highest performing equities which Berkshire Hathaway held as of this 13F filing include (AXP), (BAC), (GCI), (IR) and (NRG).

According to AlpaClone data on Berkshire Hathaway 20% of their equity portfolio is invested within the financial sector ,13% in transportation sector. The total equity value of Berkshire Hathaway is 40B+, their total number of reported holdings is 41, and over 84.6% of the market value of this portfolio is represented within the top 10 holdings.

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Tags:13F analysis Berkshire HathawayBerkshire Hathaway’s holdings, Berkshire Hathaway, Berkshire Hathaway13F filing,alternative investments

Alternative Investment Marketing & Sales

Yesterday morning I completed my speech on “5 Best Practices for Hedge Fund Marketing” at the Marcus Evans Fund of Hedge Fund Summit in Boca Raton, Florida. I got connected with some great funds that I have never heard of before and also ran into a few followers of HedgeFundBlogger.com and FamilyOfficesGroup.com as well.

Below please find some of the most useful practical tips which I mentioned during my speech, the full video recording of the speech along with the PowerPoint will be available as part of the training materials within the Hedge Fund Group (HFG) hedge fund certification program within the Level 2 Module on Marketing & Sales.

1. Focus on Building Authority: The power of true authority within an industry trickles down and puts other influential factors into motion which help you develop valuable relationships

2. Move the Free Line: Give away your best ideas within press inquiries, books, interviews, articles, white papers and videos

3. Diverse Investor Case Studies: Have at least two case studies of investors choosing to place capital with your firm for each of the major distribution channels you are focusing on raising capital from. For example have six total case studies if 90% of your efforts are focused on family offices, wealth management firms, and HNW individual selling.

4. The 4 P’s of Marketing Materials: Focus on Pedigree, Process (USP), Portfolio Risk, and Presentation Quality

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Alternative Investment Marketing & Sales

Yesterday morning I completed my speech on “5 Best Practices for Hedge Fund Marketing” at the Marcus Evans Fund of Hedge Fund Summit in Boca Raton, Florida. I got connected with some great funds that I have never heard of before and also ran into a few followers of HedgeFundBlogger.com and FamilyOfficesGroup.com as well.

Below please find some of the most useful practical tips which I mentioned during my speech, the full video recording of the speech along with the PowerPoint will be available as part of the training materials within the Hedge Fund Group (HFG) hedge fund certification program within the Level 2 Module on Marketing & Sales.

1. Focus on Building Authority: The power of true authority within an industry trickles down and puts other influential factors into motion which help you develop valuable relationships

2. Move the Free Line: Give away your best ideas within press inquiries, books, interviews, articles, white papers and videos

3. Diverse Investor Case Studies: Have at least two case studies of investors choosing to place capital with your firm for each of the major distribution channels you are focusing on raising capital from. For example have six total case studies if 90% of your efforts are focused on family offices, wealth management firms, and HNW individual selling.

4. The 4 P’s of Marketing Materials: Focus on Pedigree, Process (USP), Portfolio Risk, and Presentation Quality

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Tags: Alternative Investments, hedge fund, hedge funds, raising capital for alternative investments, alternative investment conference, alternative investment managers

Alternative Investment Marketing & Sales

Yesterday morning I completed my speech on “5 Best Practices for Hedge Fund Marketing” at the Marcus Evans Fund of Hedge Fund Summit in Boca Raton, Florida. I got connected with some great funds that I have never heard of before and also ran into a few followers of HedgeFundBlogger.com and FamilyOfficesGroup.com as well.

Below please find some of the most useful practical tips which I mentioned during my speech, the full video recording of the speech along with the PowerPoint will be available as part of the training materials within the Hedge Fund Group (HFG) hedge fund certification program within the Level 2 Module on Marketing & Sales.

1. Focus on Building Authority: The power of true authority within an industry trickles down and puts other influential factors into motion which help you develop valuable relationships

2. Move the Free Line: Give away your best ideas within press inquiries, books, interviews, articles, white papers and videos

3. Diverse Investor Case Studies: Have at least two case studies of investors choosing to place capital with your firm for each of the major distribution channels you are focusing on raising capital from. For example have six total case studies if 90% of your efforts are focused on family offices, wealth management firms, and HNW individual selling.

4. The 4 P’s of Marketing Materials: Focus on Pedigree, Process (USP), Portfolio Risk, and Presentation Quality

For more resources please see our Hedge Fund Marketing and Sales Guide

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Tags: Alternative Investments, hedge fund, hedge funds, raising capital for alternative investments, alternative investment conference, alternative investment managers

Below please find a 13F analysis report for Pequot Capital Management for Q1 2009. 13F analyses are reports that fund managers with over $100M are required to submit to the SEC, they are publicly available and these reports provide us with some insights on what some hedge fund managers have been investing in.

Pequot Capital Management is a U.S. registered investment adviser founded in 1998 by Arthur J. Samberg, Chairman and Chief Executive Officer, to manage the Pequot Family of Funds, which began trading in 1986. The firm invests utilizing multiple strategies across the capital structure. The firm has over 270 employees, with offices in Connecticut, New York, Massachusetts, California and London.

As of the most recent 13F filing completed by Pequot Capital Management their holdings included:

• (ACGL) Arch Capital Group
• (AIPC) American Italian Pasta Co
• (AKRX) Akorn
• (ALXN) Alexion Pharmaceuticals
• (GLD) SPDR Gold Trust
• (CFL) Brinks Home Securities Holdings
• (JACK) Jack In the Box
• (MCD) McDonalds
• (MMC) Marsh & McLennan companies
• (ONXX) Onyx Pharmaceuticals
• (PTP) Platinum Underwriters Holdings Ltd
• (QCOM) Qualcomm
• (RE) Everest RE Group Ltd
• (RNR) Renaissancere Holdings Ltd
• (WMTE) Walmart Stores

Using the TickerSpy portfolio analysis tool the graph to the left was created showing the approximate Pequot Capital Management‘s equity performance for over the previous six months. According to this analysis Pequot Capital Management‘s equity picks have been underperforming against the S & P 500 recently.

The top 5 highest performing equities which Paulson & Company held as of this 13F filing include (CFL), (MCD), (QCOM), (ALXN) and (JACK)

According to AlpaClone data on Pequot Capital Management 38% of their equity portfolio is invested within the financial sector and 30% in service sector. The total equity value of Pequot Capital Management is 950M+, their total number of reported holdings is 196, and over 47.8% of the market value of this portfolio is represented within the top 10 holdings.

For more information on Pequot Capital Management please see the HedgeFundBlogger.com Hedge Fund Tracker Profile on Pequot Capital Managment by clicking here.

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Tags:13F analysis Pequot Capital Management, Pequot Capital Management’s holdings, Pequot Capital Management fund, Pequot Capital Management13F filing, 13F, hedge fund, hedge funds, alternative investments

Family Office Capital Raising Advice

I often get asked how a fund should effectively work with a family office to slowly grow a relationship and be considered for an allocation. Many funds are interested in raising capital from family office wealth management firms because just a hand full of successful relationships may significantly raise the total assets under management for the firm.

Family Office Definition: A family office is a wealth and financial management firm setup to protect and grow the assets of single wealth family or group of families and wealthy individuals. Typical multi-family office clients have $30M or more in assets each, while many single family offices manage well over $250M in assets. The services provided by many family offices includes tax preparation and planning, wealth transfers, portfolio management, budgeting, real estate management, and insurance services. Many family offices exist because they offer a full spectrum of services which ensure that the client’s total financial picture is taken into consideration before decisions are made.

Tips on how to work with family offices:

• Many family offices are called daily by asset managers looking to build relationships, try to be local, different, more professional or more organized while meeting or working with family offices.
• Focus on providing details on your team, competitive advantage and risk management process, a 7+ year track record or better will set you apart from many.
• Similar to many other types of investors, Capital preservation and consistency usually will take precedence over volatile high returns.
• High performance returns alone does not gain you any ground with a family office, in fact too high of returns may simply appear as risky and typically the most inexperienced fund mangaers concentrate their relationship development efforts on touting their high performance returns.
• There are over 2,000 family offices in the United States alone, if you have gained some traction within this space it would be wise to allocate 30% of your time to this distribution channel and assign someone to help grow assets within this space. There are so many family offices to grow relationships with that anything less than a concerted effort using a dedicated professional and database of family offices may not be worth it.
• Communicate through multiple channels. Sometimes sending a folder on your company, a well thought out but very concise email and then a phone call can be most effective while building a new relationship. Using these other marketing tools instead of just simply blasting out emails or calling everyone can make for a more productive relationship.
• Do not call a family office that you would like to work with on a daily basis, they are relatively small organizations and do not have the time to work with groups which do not provide them with the professional consideration and space to reply in time to incoming requests. While I raised capital from wealth management firms and family offices we would touch base and follow up with these firms every week and a half, this way we try to stay on top of their minds without bugging them too much.

For a database of family office contacts please see FamilyOfficesDatabase.com, for a free-to-access collection of articles on family offices please see FamilyOfficesGroup.com.

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Tags: Capital Raising, Raising Capital from Family Offices, family office family offices, wealth management, financial advisors, hedge fund, hedge funds, private equity, alternative investments

Family Office Capital Raising Advice

I often get asked how a fund should effectively work with a family office to slowly grow a relationship and be considered for an allocation. Many funds are interested in raising capital from family office wealth management firms because just a hand full of successful relationships may significantly raise the total assets under management for the firm.

Family Office Definition: A family office is a wealth and financial management firm setup to protect and grow the assets of single wealth family or group of families and wealthy individuals. Typical multi-family office clients have $30M or more in assets each, while many single family offices manage well over $250M in assets. The services provided by many family offices includes tax preparation and planning, wealth transfers, portfolio management, budgeting, real estate management, and insurance services. Many family offices exist because they offer a full spectrum of services which ensure that the client’s total financial picture is taken into consideration before decisions are made.

Tips on how to work with family offices:

• Many family offices are called daily by asset managers looking to build relationships, try to be local, different, more professional or more organized while meeting or working with family offices.
• Focus on providing details on your team, competitive advantage and risk management process, a 7+ year track record or better will set you apart from many.
• Similar to many other types of investors, Capital preservation and consistency usually will take precedence over volatile high returns.
• High performance returns alone does not gain you any ground with a family office, in fact too high of returns may simply appear as risky and typically the most inexperienced fund mangaers concentrate their relationship development efforts on touting their high performance returns.
• There are over 2,000 family offices in the United States alone, if you have gained some traction within this space it would be wise to allocate 30% of your time to this distribution channel and assign someone to help grow assets within this space. There are so many family offices to grow relationships with that anything less than a concerted effort using a dedicated professional and database of family offices may not be worth it.
• Communicate through multiple channels. Sometimes sending a folder on your company, a well thought out but very concise email and then a phone call can be most effective while building a new relationship. Using these other marketing tools instead of just simply blasting out emails or calling everyone can make for a more productive relationship.
• Do not call a family office that you would like to work with on a daily basis, they are relatively small organizations and do not have the time to work with groups which do not provide them with the professional consideration and space to reply in time to incoming requests. While I raised capital from wealth management firms and family offices we would touch base and follow up with these firms every week and a half, this way we try to stay on top of their minds without bugging them too much.

For a database of family office contacts please see FamilyOfficesDatabase.com, for a free-to-access collection of articles on family offices please see FamilyOfficesGroup.com.

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Tags: Capital Raising, Raising Capital from Family Offices, family office family offices, wealth management, financial advisors, hedge fund, hedge funds, private equity, alternative investments

Family Office Capital Raising Advice

I often get asked how a fund should effectively work with a family office to slowly grow a relationship and be considered for an allocation. Many funds are interested in raising capital from family office wealth management firms because just a hand full of successful relationships may significantly raise the total assets under management for the firm.

Family Office Definition: A family office is a wealth and financial management firm setup to protect and grow the assets of single wealth family or group of families and wealthy individuals. Typical multi-family office clients have $30M or more in assets each, while many single family offices manage well over $250M in assets. The services provided by many family offices includes tax preparation and planning, wealth transfers, portfolio management, budgeting, real estate management, and insurance services. Many family offices exist because they offer a full spectrum of services which ensure that the client’s total financial picture is taken into consideration before decisions are made.

Tips on how to work with family offices:

• Many family offices are called daily by asset managers looking to build relationships, try to be local, different, more professional or more organized while meeting or working with family offices.
• Focus on providing details on your team, competitive advantage and risk management process, a 7+ year track record or better will set you apart from many.
• Similar to many other types of investors, Capital preservation and consistency usually will take precedence over volatile high returns.
• High performance returns alone does not gain you any ground with a family office, in fact too high of returns may simply appear as risky and typically the most inexperienced fund mangaers concentrate their relationship development efforts on touting their high performance returns.
• There are over 2,000 family offices in the United States alone, if you have gained some traction within this space it would be wise to allocate 30% of your time to this distribution channel and assign someone to help grow assets within this space. There are so many family offices to grow relationships with that anything less than a concerted effort using a dedicated professional and database of family offices may not be worth it.
• Communicate through multiple channels. Sometimes sending a folder on your company, a well thought out but very concise email and then a phone call can be most effective while building a new relationship. Using these other marketing tools instead of just simply blasting out emails or calling everyone can make for a more productive relationship.
• Do not call a family office that you would like to work with on a daily basis, they are relatively small organizations and do not have the time to work with groups which do not provide them with the professional consideration and space to reply in time to incoming requests. While I raised capital from wealth management firms and family offices we would touch base and follow up with these firms every week and a half, this way we try to stay on top of their minds without bugging them too much.

For a database of family office contacts please see FamilyOfficesDatabase.com, for a free-to-access collection of articles on family offices please see FamilyOfficesGroup.com.

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Tags: Capital Raising, Raising Capital from Family Offices, family office family offices, wealth management, financial advisors, hedge fund, hedge funds, private equity, alternative investments

Patrick Fauchier of Fauchier Partners

Analysis and discussion with Patrick Fauchier of Fauchier Partners Chairman and David Sun of Ernst & Young China Chairman. They talk about the effects of hedge funds in the market. This video is also on the recent uptick of performance by large hedge funds and whether this is a shot-term gain or the building of long-term durable strategies.

View over 100 videos on hedge funds within our Hedge Fund Video Library.

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Below please find a 13F analysis report for Blue Ridge Capital for Q1 2009. 13F analyses are reports that fund managers with over $100M are required to submit to the SEC, they are publicly available and these reports provide us with some insights on what some hedge fund managers have been investing in.

Blue Ridge Capital Management is a $3B+ hedge fund run by John A. Griffin. Griffin is similar to Steve Mandel at Lone Pine Capital and Lee Ainslie at Maverick Capital in that they all are ‘Tiger Cubs’ (a.k.a. pupils of Julian Robertson while at Tiger Management).

As of the most recent 13F filing completed by Blue Ridge Capital Management their holdings included:
• (AAPL) Apple
• (AMGN) Amgen
• (AMZN) Amazon.com
• (BRK.A) Berkshire Hathaway
• (CVA) Covanta Holding group
• (MA) Master card
• (MIL) Millipore Corp
• (MON) Monsanto Co
• (MSFT) Microsoft
• (NOV) National Oilwell Varco
• (TGT) Target Corporation
• (TMO) Thermo Fisher Scientific
• (V) Visa
• (VALE) Comphania Vale Do Rio Doce
• (VNO) Vornado Realty Trust

The top 5 highest performing equities which Blue Ridge Capital held as of this 13F filing include (AAPL), (VALE), (VNO), (CVA), and(AMZN).

According to AlphaClone data on Blue Ridge Capital Management 27% of their equity portfolio is invested within the technology sector. The total equity value of Blue Ridge Capital’s portfolio is $4B+, their total number of reported holdings is 49, and over 52% of the market value of this portfolio is represented within the top 10 holdings.

For more information on Blue Ridge Capital Management please see the HedgeFundBlogger.com Hedge Fund Tracker Profile on Blue Ridge by clicking here.

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Tags:13F analysis Blue Ridge Capital,Blue Ridge capital’s holdings, Blue Ridge capital fund, Blue Ridge13F filing, 13F, hedge fund, hedge funds, alternative investments