Altegris Research Executive Receives One of First CAIA Charters
LA JOLLA, CA (ContentDesk) March 10, 2004 -? Dick Pfister, Altegris' Vice President of Institutional Research & Sales, has recently been named one of the first holders of the qualification of Chartered Alternative Investment Analyst (CAIA). Mr. Pfister is one of 43 individuals worldwide who passed the Level II examination in July 2003.The CAIA Association is a not-for-profit chartering association in the field of alternative investments. Its mission is to establish the CAIA designation as the definitive global standard for alternative investment professionals; enhance industry knowledge through ongoing educationalprograms; promote ethical and professional conduct within the alternative investment community; and facilitate communication among industry academics and practitioners alike.Since its inception in November 2002, the Association has received over 600 registrations and has doubled the number of candidates sitting for each successive exam.
The designation of Chartered Alternative Investment Analyst demonstrates an understanding of alternative investment vehicles that involves a range of alternative investments including hedge funds, private equity, managed futures/commodities and real estate.Altegris Investments specializes in offering high net worth individuals and institutions access to hedge funds, commodity trading advisors and managed futures products.
Altegris' clients currently represent a trading level of approximately US $1 billion in hedge fund and managedfutures investments.Mr. Pfister can be reached at Altegris Investments:Altegris Investments800-828-5225858-459-7040http://www.managedinvestments.com.
Energy Hedge Fund Center Launches Major New Study into Global Energy Markets
Houston, TX and New York, NY. (ContentDesk) March 22, 2006 -- The Energy Hedge Fund Center, LLC (EHFC) has announced a major new multi-client study into global energy markets. The study will review all energy and environmental commodity financial markets with the ultimate objective of definitively classifying and sizing those markets. It will examine structural change in the markets, new trading instruments and exchanges, as well as examining global markets for crude oil, refined products, natural gas, electric power, emissions, and other commodities. Global energy trading is rapidly recovering from any impacts it sustained as a result of the collapse of the North American Energy Merchants that impacted natural gas and electric power markets considerably, said Mr. Peter C.
Fusaro, Co-Principal, EHFC. Additionally, new exchange-based clearing mechanisms, instruments and intra-commodity relationships have emerged that have reduced barriers to entry, increased market liquidity...
Energy Hedge Fund Center Launches Major New Study into Global Energy Markets
Hedge funds > Energy Hedge Fund Center Launches Major New Study into Global Energy Markets
Do Lifestyle funds provide greater security?
With the stock market stubbornly refusing to settle down andsmooth out, Wall Street has been scrambling to come up with"product" they can sell to gun shy investors. One such new concept is the Lifestyle fund; an extremely diversifiedpackage designed to be the single fund in an investor'sportfolio. There are two general types of these funds, in which assetsare spread out across a wide range of stocks and bonds. Inone, securities are held directly, in the other, assets areheld through other funds. Fidelity's Freedom 2030 is an example of the first type.
Ittargets a specific retirement date, and the cash and bondstakes rise as that date approaches. This type of fund has created a perception among investors that its value will not drop and that it is safe. But, in fact, these are no safer than a standard mutual fund. Since we sold all of our investment positions on October 13,2000 and preserved our capital, Fidelity Freedom 2030 has lost39% (through 2/21/03). Do you think that's an...
Do Lifestyle funds provide greater security?
Hedge funds > Do Lifestyle funds provide greater security?
Energy Hedge Fund Center Now Tracking 500 Hedge Funds in Energy & Environment
Houston, TX; New York, NY (ContentDesk) May 15, 2006 -- The Energy Hedge Fund Center, LLC (EHFC, www.energyhedgefunds.com) is now tracking over 500 hedge funds that have a substantial energy or environmental content in its Directory of Energy Hedge Funds. The number of energy hedge funds has steadily grown over the last 24-months as investor appetite for commodities generally and energy commodities specifically, has soared. The majority of energy hedge funds are either commodity trading or equity long/short funds with the most recent growth in commodity trading funds taking place in Europe. Over 5-percent of the hedge fund universe now has a good deal of exposure to energy via commodities, equities and debt, said Dr. Gary M. Vasey, Co-Principal of the Energy Hedge Fund Center LLC.
Many other hedge funds also have some energy exposure today marking the transition of energy from a ...
Energy Hedge Fund Center Now Tracking 500 Hedge Funds in Energy & Environment
Hedge funds > Energy Hedge Fund Center Now Tracking 500 Hedge Funds in Energy & Environment
MUTUAL FUNDS SNARE THE PUBLIC IN A HIDDEN TAX TRAP!
One among many ways you lose money in non-indexed mutual funds is the tax trap. You may have to pay taxes even when your mutual fund loses money! To many people this is painfully unexpected. Here is how this counter intuitive event occurs. By law, mutual funds do not pay taxes. Instead, they pass on those taxes to you, the shareholder in the mutual fund.
If the fund manager sells a stock for more than it cost the fund a profit is generated. This profit is called a capital gain and it is taxable. Capital gains are taxed at your ordinary income tax rate which is between 28% and 38.6% for most investors if the fund held the stock for less than a year. If the stock was held for more than a year, in other words long term, the tax is 20%. There are a couple of reasons why mutual funds pay taxes.
If the fund does poorly investors will bail out. The mutual fund has to sell off stock to pay the investors who leave. Even if you are not one of the investors jumping ship you will still...
MUTUAL FUNDS SNARE THE PUBLIC IN A HIDDEN TAX TRAP!
Hedge funds > MUTUAL FUNDS SNARE THE PUBLIC IN A HIDDEN TAX TRAP!
Barclays Global Investors Top Alpha’s Ranking of Europe’s Largest Hedge Fund Families
NEW YORK (ContentDesk via ContentDesk Direct) January 25, 2006 -- Barclays Global Investors takes top honors as Europes biggest hedge fund manager, according to a new ranking published by Institutional Investors Alpha magazine. In Alphas Europe Hedge Fund 50, our third annual ranking of Europes biggest single-manager hedge fund families by assets, BGI moves up from fourth place in 2005 to No. 1 this year, with $13.0 billion in assets under management. The Alpha survey, released today in the magazines January/February issue, includes 50 firms double the number in the previous years ranking.Last years No. 1 managers, GLG Partners and Vega Asset Management, which tied with $11.1 billion in 2005, come in third and fourth, respectively, this year, with $11.1 billion and $10.6 billion in capital.
New entrants to the list include HSBC at No. 5, with a total of $9.0 billion (which includes Sinopia Asset Management, with $8.5 billion,...
Barclays Global Investors Top Alpha’s Ranking of Europe’s Largest Hedge Fund Families
Hedge funds > Barclays Global Investors Top Alpha’s Ranking of Europe’s Largest Hedge Fund Families