News

Fourth Annual Emerging Manager Awards

21 Nominees Vie For Fourth Annual Awards 
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Oberweis Posts Top Gains In Q4, Highest Returns In 2009

China ruled the day in the fourth quarter, as Oberweis Asset Management and Absolute Asia Asset Management rode strong returns to the top rankings in Emerging Manager Monthly’s fourth quarter performance report.
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Piedmont Adds To Fixed-Income Team, Hires Marketer

Piedmont Investment Advisors announced today it has expanded its fixed-income portfolio management team with the addition of two vice presidents. Joining the firm’s fixed-income team are Noel McElreath, v.p. and portfolio manager for Piedmont’s fixed-income products and Kevin Monds, v.p. and product portfolio manager.
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InFocus

Swarthmore Launching Emerging Multi-Manager Program January 2010

The Swarthmore Group is creating a multi-manager program focused on emerging, minority- and women-owned asset management firms, said Brett Wayman, who joined the firm in October to launch the program.
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Toigo Foundation Sees Strength In Numbers

The Robert Toigo Foundation, celebrating its 20th year providing financial and career support to minority MBAs, is in the process of formalizing several initiatives designed to leverage its maturing alumni network.
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Marketing

Nicholas Investment Partners Looks To Convert Institutional Investors

As a convertibles manager, Nicholas Investment Partners has spent many hours educating plan sponsors and consultants on the benefits the strategy can provide to an institution’s investment portfolio.
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Fixed-Income Shop Hopes Reliability Is Prelude To Inst’l Interest

When Jeff Porter speaks about fixed-income and its role in an institution’s portfolio, it isn’t about the lofty returns his firm Prelude Asset Management can provide—though the firm’s performance has been in the top decile—it’s about sustainability and comfort.
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Launches

Loja Group Opens Doors With Core Retail Real Estate Fund

Loja Group has launched its first fund focusing on core retail in the Western U.S.
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Crosswind Forms Joint Venture To Offer Small-Cap Value Fund

Crosswind Investments and Investment Management of Virginia have entered into a joint venture in which IMVA will manage the Crosswind Small Cap Value portfolio, the firms announced.
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Searches

Chicago Teachers Selects LEIA As Int’l Emerging MoM

The $9.2 billion Public School Teachers’ Pension & Retirement Fund of Chicago has hired Leading Edge Investment Advisors to manage a $100 million international equity emerging manager- of-managers portfolio, Executive Director Kevin Huber said.
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NY Common Commits To PE

The $126 billion New York State Common Retirement Fund made three emerging private equity commitments in December, State Comptroller Thomas DiNapoli announced in January.
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Alternatives

Broadfin Expects ‘Health’-y Institutional Interest In Long/Short Fund

Broadfin Capital, a long/short equity hedge fund focusing on the healthcare industry, has begun to market itself to the institutional space.
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New HF Seeding Firm Launched By Former SkyBridge Founder

A new firm focusing on providing capital and support to emerging hedge fund managers has launched.
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Little Black Book

Fiduciary Investment Advisors Adds Consultant

Christopher Rowlins has been named an investment consultant at Fiduciary Investment Advisors, said Mark Wetzel, president of the firm.
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Marco Adds Consultant

John Hume has been named an investment consultant at Marco Consulting Group, the firm announced. Hume, who will be based in Boston, was most recently a principal at Mercer, servicing the firm’s multi-employer business.
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Industry News

BNY Mellon Reorganizes Ivy, Hedge FoF Businesses

Phil Maisano has been named head of alternatives at BNY Mellon Asset Management, where he will oversee the firm’s three hedge fund-of-funds boutiques, Ivy Asset management, EACM and Mellon Global Alternative Investments, BNY Mellon announced.
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CalPERS Releases Placement Agent Disclosures

External investment managers working with the California Public Employees Retirement System paid more than $125 million to placement agents, according to disclosures the $206.8 billion plan obtained.
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Expert Advice

Picking The Right Manager, A 3PM Critique

Last month, I discussed with you the importance of evaluating an investment firms product and strategy as part of a four part scorecard we at Arrow Partners have created to selecting managers to
work with.
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Picking The Right Manager, A 3PM Critique

Last month, I discussed with you how to evaluate the “talent” component of a firm as part of a four part scorecard we at Arrow Partners have created to selecting managers to work with.
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Conference Coverage

Conference Coverage: FRA Emerging Managers 2009

Financial Research Associates held Emerging Manager 2009 at the Doral Golf Resort & Spa in Miami, Fla. from April 26-28. The conference, held alongside the Stars & Stripes Conference, touched on a variety of subjects pertaining to emerging managers.
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Conference Attendees See Opportunity Amidst Market Turmoil

Opportunity and change were the themes of The 2008 Pension Bridge Alternatives Conference held last month in Pasadena, Calif.
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What's In A Name?

What’s In A Name?

It probably wouldn’t surprise many Americans if the London-based Bedlam Asset Management ’s name came from the word’s literal definition, especially when thinking back to all those videos of soccer hooligans taking over the streets.
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What’s In A Name?

Aether Investment Partners. 

Aether is the fifth Greek element, representing the material the heavens were made out of. Sean Goodrich, co-founder, said he came across the name while searching the internet.
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Through My Eyes

The Case For Trend Following

There was a time when investors could place their faith in the fact that stocks generally tended to rise. To capture the returns available in the stock market, one could simply buy and hold a mutual fund or index fund to realize the goal of long term capital appreciation. The approach worked for so long that pension funds, endowments and millions of Americans are still holding on, even as gains from the previous twelve years evaporate in a relative instant.
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Standing Out: An Emerging Manager’s Quest To Be Noticed

In an ocean of domestic large-cap growth managers, what catapults an emerging manager into the institutional market? The principle of the Four P’s for money managers asserts that success lies within your people, philosophy, process, and performance.
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Letter To The Editor

DeMarche Associates Senior DeMarche Associates Senior

Steve Ferrell, senior consultant at DeMarche Associates, left the firm at the end of 2008, confirmed Loy Flannigan, human resources manager at the firm. Further information on Ferrell’s departure was not available as CEO Robert Marchesi did not return a call seeking comment.
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Broker Profile

Broker Profile: Capital Institutional Services

The last thing an emerging manager wants is to automatically be competing with larger asset management firms for attention from their broker/dealers.
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