Absolute return fund flows hit their lowest level in more than two years in November. Do the fading inflows suggest investors are losing patience with an asset class that is failing to deliver on its promises?
Tag: Argonaut
Star manager or team: what’s the better choice?
Fund selectors are divided when
determining whether having a star manager at the helm is more likely to lead to long-term performance than a team-based approach.
Why should you invest in an absolute return fund?
Barry Norris, manager of the Argonaut Absolute Return Fund, gives his view on what sort of return an absolute return fund should deliver. He also explains the difference between good risk and bad risk.
Fund favourites – Eddy Vanwittembergh
The Argonaut Absolute Return Fund, a long/short European equity strategy, is Eddy Vanwittembergh’s favourite fund. He maintains the fund as his largest position in the fund-of-funds he runs at the Belgian wealth management company Merit Capital.
A Grexit is unavoidable
Barry Norris, the European equity manager and co-founder of London-based investment boutique Argonaut, is one of the most outspoken proponents of a Grexit. The refusal of the current ‘communist’ Greek government to commit to reforms means the country’s economy could never be able to stand on its own feet if it stays in the eurozone, Norris believes.
Risk-parity creates risks of its own kind, say fund managers at Expert Investor Monaco
“Huge amounts of money have been flowing into multi-asset and risk-parity funds,” said Fred Ingham, head of international hedge fund investments for Neuberger Berman, who was one of the speakers at Expert Investor Europe’s first ever event in Monaco. “Kind of all that money is predicated on similar volatility assumptions about correlations within and across […]
Managing a hedge fund remains a struggle
Hedge fund managers have difficult times behind them because of QE-distortion. And things are not looking to get better soon.
Fund managers keep faith in central bank rescue
Fund managers attending last week’s Expert Investor Geneva conference keep faith in central banks stopping their bleeding after the recent market sell-off.
Fund selector fantasies all about European equity
European fund selectors who take part in this year’s EIE Fantasy Fund Picker Competition have a strong bias towards European equity funds.
