Jul

19

Sub prime or Sublime?

July 19, 2007 | 1 Comment

If you’re new here, you may want to subscribe to my RSS feed. Thanks for visiting!The main stream media has done it again, and the latest feeding frenzy is the sub prime mortgage sector.  Sure, we all knew that money on the street was too cheap and consumers have been over extending themselves, particularly […]

Jul

18

Bear Sterns to Their Hedge Fund Investors: No Value Left

July 18, 2007 | Leave a Comment

Most folks following the financial news are already aware of this …
July 18 (Bloomberg) — Bear Stearns Cos. told investors in its two failed hedge funds that they’ll get little if any money back after “unprecedented declines” in the value of securities used to bet on subprime mortgages …
Estimates show there is “effectively no value […]

Jul

18

Hedge Fund Investors: Know Thy Salesperson, Part 2

July 18, 2007 | Leave a Comment

This is the second installment to our piece educating investors about third party marketers:  
Next, an investor should ask the agent about his/her own professional experiences. Has he/she marketed other managers? If so, whom and when? (It is certainly appropriate to check references.) Why did he/she leave and choose to market this new manager? Investors should ask what licenses the […]

Jul

17

List of Five Reasons Why Hedge Funds Continue to Prosper

July 17, 2007 | Leave a Comment

Forget about all the doom and gloom many journalists like to carp about in regard to hedge funds.  There is plenty of evidence that hedge funds are not only here to stay, but the industry is poised to grow and expand like never before.  Here is a list of five reasons why, according to a recent […]

Jul

16

Hillary Favors Tax Hike on Private Equity and Hedge Funds

July 16, 2007 | Leave a Comment

After taking some more time to mull over the tax hike proposal on private equity firms that go public, Senator Hillary Clinton has decided to join the crowd.  The NY Sun reported over the weekend that Senator Clinton is for a tax policy that eliminates the ability of private equity and hedge funds to pay 15% on […]

Jul

16

Hedge Fund Investors: Know Thy Salesperson, Part 1

July 16, 2007 | Leave a Comment

Hedge funds, unlike traditional asset managers, are likely to use independent parties to sell their products to investors. These parties-often called third party marketers in spite of the fact they sell rather than market a product -typically strike a deal with hedge fund manager whereby they will receive a portion of the management and incentive […]

Jul

10

Higher Taxes for Hedge Funds and Private Equity Firms??

July 10, 2007 | Leave a Comment

A few weeks ago, the story surfaced that Senators Schumer and Clinton are undecided about whether to raise taxes on hedge funds and private equity firms that go public.  According to the story I read in the New York Sun, “The bipartisan proposal, offered last week by the leaders of the Senate Finance Committee, could […]

Jul

6

Hedge Fund Returns on the Cheap, Really?

July 6, 2007 | Leave a Comment

We have been acquainted with Dr. Harry Kat (professor of risk management at Sir John Cass Business School, which is part of City University in London) for a number of years. In fact, we use some of his research to justify why investors are well served to take a look at emerging hedge fund managers […]

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