Posts Tagged ‘mutual fund’
admin | Wednesday, June 24th, 2009 | No Comments »
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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admin | Thursday, June 11th, 2009 | No Comments »
Hedge Funds vs. Mutual Funds
I provided a quote yesterday to Daleela Farina, an author over at BloggingStocks.com. Here is an excerpt from an article she just published on hedge funds and mutual funds:
Has your broker repeatedly sold you on the “safe” investment vehicle, the mutual fund? Investing in a wide variety of prominent companies, with solid, long-term track records, mutual funds have been an easy-to-understand and popular investment choice for decades.
Mutual funds are hugely diversified, holding large stakes in recognizable names such as Google (GOOG), Citigroup (C), Walmart (WMT), Starbucks (SBUX), General Electric (GE), Bank of America (BAC), and Fannie Mae (FNM).
A few years ago, doubting these dominant brands would have been considered foolish. This narrow-minded thinking is representative of our formerly uneducated and naive views on the market. But after last year’s performance, mutual funds’ investment model has now been proven obsolete. Like the dinosaurs. source
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admin | Thursday, February 26th, 2009 | No Comments »
Mutual Funds
Mutual Fund Performance in 2009
I just read a Reuters article claiming that mutual funds may be gaining ground on hedge funds. While mutual funds may have gained market share over the last few months as institutional investors may re-position more actively than retail investors I believe hedge funds will come out ahead once we are a year into a more “normal” market environment. Does anyone have a direct comparison graphs of mutual vs. hedge fund performance or a pie chart on market share?
Here is an excerpt from the article mentioned above:
Hedge funds have gained a increasing share of the investment pie in recent years but the trend could could be reversing, judging by separate comments made by UBS and Deutsche Bank on Tuesday.
Timothy Bell, global head of hedge funds advisory at UBS Wealth Management, said hedge fund assets could fall further to $1.2 trillion this quarter from $1.4 trillion at the end of 2008 and $1.93 trillion at their peak in mid-2008. source
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admin | Monday, December 1st, 2008 | No Comments »
Hedge Mutual Funds
Alternative Mutual Funds| A Short List
Not everyone has the ability to invest in hedge funds but almost anyone can emulate some of their strategies within their own portfolios or invest in ETFs or mutual funds which to a degree replicate some hedge fund investment strategies.
A few months ago I wrote an article on alternative mutual fund products which offer hedge fund related investment strategies. Through this process my research assistant helped me compile a list of alternative mutual funds which may be seen below:
- Gateway Fund (GATEX)
- Diamond Hill Focus Long-Short (DIAMX)
- Hussman Strategic Growth (HSGFX)
- Legg Mason Opportunity fund
- the Boston Partners Long/Short fund
- Nakoma Absolute Return Fund (NARFX)
- New Century Alternative Strategies Fund (NCHPX)
- Alpha Hedged Strategies Fund (ALPHX)
- Beta Hedged Strategies Fund (BETAX)
- TFS Market Neutral Fund (TFSMX)
- Allianz NACM Pacific Rim A (PPRAX)
- Caldwell & Orkin Mkt Opportunit (COAGX)
- Diamond Hill Long-Short Fd Cl A (DIAMX)
- Federated Market Opportunity A (FMAAX)
- Fidelity Estate High Income Fd
- Forester Value Fund (FVALX)
- Franklin Templeton Hard Curr Adv (ICHHX)
- Gabelli ABC Fund (GABCX)
- ING PIMCO Total Return S (IPTSX)
- James Advantage Market Neutral A (JAMNX)
- JPMorgan Multi-Cap Mrkt Netral A (OGNAX)
- Laudus Rosenberg US LgMdCp L/S Inv (RMNIX)
- Laudus Rosenberg Value Lg/Shrt Inst (BMNIX)
- Nations Mort & Asset Backed Port (NMTGX)
- Pinnacle Value Fund (PVFIX)
- Robeco Boston Ptrs Lg/Sh Equit Inv (BPLEX)
- Select Environmental (FSLEX)
This is not a recommendation and this list is not complete or guaranteed to be accurate, simply our team sharing research with those who are interested in completing research on a few hedge fund related mutual fund offerings.
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admin | Monday, December 1st, 2008 | No Comments »
The Truth
The Truth About Hede Funds
“All Truth passes through Three Stages: First, it is Ridiculed…
Second, it is Violently Opposed…
Third, it is Accepted as being Self-Evident.”
- Arthur Schopenhauer (1778-1860)
I believe by 2012-2015 that the value of hedge funds will be self-evident. We are living through the ridicule and violent opposition but in the end there is a place for hedge funds and there will always be investors in hedge funds.
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Tags: Barack Obama, Economy, hedge fund, hedge fund regulation, Hedge Funds, investments, mutual fund, mutual funds, obama, Private Equity, stock, stock market, Stock Markets, Stocks
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admin | Tuesday, September 16th, 2008 | No Comments »
Hedge Funds Explained
Hedge Funds Explained – Multiple Resources
I often get emails asking about hedge funds, asking for explanations on what hedge funds do, how they earn returns for investors and how they differ from mutual funds. Below please find several resources which help explain what hedge funds are:
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admin | Tuesday, September 16th, 2008 | No Comments »
Indonesia Hedge Funds
Guide to Indonesia Hedge Fund Investments
Here is a short collection of articles on the hedge fund industry in Indonesia. I am always looking for more valuable online tools and resources to add to these geographical hedge fund guides to the hedge fund industry. If you have a white paper or PowerPoint that I can include here please send me an email and I will post it for everyone’s benefit.
Resources Related to Hedge Funds in Indonesia
- Indonesia Has Many Hedge Funds, Few Risk Takers. This article describes the current business environment in Indonesia after the collapse of Suharto’s dictatorship. Foreign funds such as venture capital and hedge funds are looking for investment opportunities, but few are available in Indonesia, due to lack of education for the majority of the population.
- Funds in Brief: Indonesia Shone in 2004, Asia Fund Survey Shows (2/3/2005). Mutual fund investors in Indonesia, the largest economy in Southeast Asia, made average returns of 34 percent in 2004, the best in Asia, followed by those in India and Philippines, with 27 percent. Read more inside…
- Islamic Financial Products in Indonesia. Being the world’s most populous Muslim nation, Indonesia is certainly a market that gathers a lot of attention in this developing industry. The recent revamping of its regulatory framework has also stimulated the growth of diversity in its financial product. Read more inside…
- ETF Insights: Italy, Indonesia, Italy (9/2/2008). Part of this article examined the economic growth of Indonesia in the past year and the growth and future perspective of its commodity market, and also expressed concern on its inflation level.
- Price Increases Push US Soy Beyond Reach of Poor. The recent increase in commodity price has spurted the soy price beyond the reach of many in Indonesia. The Indonesian government is in talk now to place a cap on soy price and other commodities as well.
- Jakarta Hires Banks for Global Sukuk Issue (8/19/2008). Indonesia appointed three banks (HSBC, Standard Chartered and Barclay Capital) to handle its global Islamic bond program on Tuesday in a boost to the sukuk market, in which the Indonesian government wants to tap into the Islamic finance market to help fund its huge infrastructure requirements.
- Komodo Hedge Fund Bets on Indonesian Cement Industry. HB Capital Partners, manager of the first Indonesia-focused hedge fund, is betting on the nation’s construction and cement industries, because of the recent rising prices of coal, palm oil and other commodities has fueled demand for construction projects.
- Indonesia Outlook 2007 – Economic, the good fortune for domestic and international investors. This articles examine the investment returns in Indonesia in year 2007 and its growth over the years, and the concern about its overheating economy. Many risk factors were analyzed, and potential investment strategies were examined for future years.
- Proposal to Build Commodities and Forex Futures Firm in Indonesia. This is an interesting blog posted by one of the financial professionals in Indonesia, who is looking for partnership to start a Commodity and Future trading firm in Indonesia. In this post, he discussed the current investment environment, regulation, and future opportunities in Indonesia.
- Around the Markets: Indonesia Keeps Up Bond Sales (10/30/2006). Indonesian companies, saddled with the highest borrowing costs in Asia, are adding to a record $3.5 billion in bond sales this year as investor appetite for their debt increases. However, default rates for Indonesian firms are still high, which limits their access to capital and poses risks for bond investors. Read more inside…
- The Indonesian Bond Market Updates. This powerpoint presentation examines the overall structure of Indonesian bond market, from government to corporate bonds, and analyzes its recent market development and future challenges faces.
- Economics Market Strategy 2Q 2008. This comprehensive research report analyzes and forecast the economic condition and investment opportunities of the upcoming year for East Asian countries, including, China, Hong Kong, Korea, Indonesia, Malaysia, etc.
- Indonesia’s Supreme Court Darkens Jakarta’s Year of the Bond. This article reports the latest abuses of the legal system by Indonesia’s Supreme Court to protect its domestic borrowers from avoiding their contractual bond obligations. However, the decision could also hamper the ability of the government to attract the investment it needs for its future economic growth and job creation. Read more inside…
- Indonesia: Doing Business in Indonesia. The impact of the regional monetary crisis in 1997–1998 included a high inflation rate, devaluation of the Indonesian rupiah, a fall in foreign investment, capital flight and a high unemployment rate. All this in turn created political as well as economic instability in the country. This report analyzes the measures and changes that the Indonesia government has undertaken in order to curb these problems.
- Indonesia Faces Rising Inflation Rate (8/5/2008). Last month the annual inflation rate jumped to a higher than expected 11-point-nine percent. Soaring food and fuel prices have sparked widespread protests and trimmed growth forecasts in Indonesia. Read more inside…
- Indonesia Mulls Tax Breaks to Attract Investment (1/25/2008). Indonesia is considering introducing income tax incentives for certain industrial sectors in order to attract more investment and spur economic growth. The targeted industries are those which absorb a large number of workers. Read more inside…
- Why TPG is interested in Indonesia. After the Asian crisis, some foreign investors moved in to buy Indonesian assets the government was auctioning at fire-sale prices. But many investors, including TPG – a huge US PE firm, were initially hesitant because of political instability and other obstacles. However, as the situation stabilized, firms like TPG are starting to looking for cheap bargain deals again…
- Indonesia M&A Proves Popular Despite High Price (4/3/2008). The growing political stability, surging economy, and rising household wealth in Indonesia has recently attracted many investment banks to scramble in for deals.
- Hedge Funds in Emerging Market. This report contains two parts. Part I of the report explains the working of hedge funds. Part II focuses on the activities of macro hedge funds and proprietary trading desks in east Asia in 1997 and 1998, with Indonesia as one of its case-study countries.
Conference & Seminars:
- Property Developments and Investments Indonesia: Opportunies in Indonesia’s Rapidly Growing Real Estate Sector. September 22-23, 2008, Hotel Mulia Senayan, Jakarta, Indonesia.
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Tags: Indonesia Hedge Fund Investment Research, Indonesia Investments, Indonesia Economy, Indonesia Research, Indonesia Funds, Indonesia Markets, investing in Indonesia
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admin | Monday, October 11th, 2004 | No Comments »
Mutual Fund
Mutual Fund | Funds Definition
A fund operated by an investment company that pools money from many people to invest in various types of securities. Funds can impose a sales charge, or load, on investors when they buy or sell shares. Some are no load and impose no sales charge. Mutual funds are regulated by the Investment Company Act of 1940.
Mutual funds offer investors a variety of investment strategies or objectives, depending on the pool of money and its investment charter. Each fund’s objective is stated in its prospectus. There are more than 20 standardized categories. Some funds, for example, seek to generate income. Others seek to preserve an investor’s capital. Still others seek growth of investment principal.
For over 1,000 additional terms and definitions please see our Investment Glossary Guide.
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