PE Tech Report

Fund Manager Interviews

Sagres Thomas Ferris

The Interview – Thomas Ferris, Sagres: “Investors currently have a short investment horizon and a focus on manager transparency, but they are still seeking above-average returns”

Thomas Ferris, chief executive of specialist consumer debt asset manager Sagres, says the firm’s new Recovery Capital Partners fund is poised to benefit from advantageous market conditions, including a decline in competition as less capitalised firms have been forced out of the business as well as an improvement in key

SIG Thanos Ballos

The Interview – Thanos Ballos, Strategic Investments Group: “Liquidity, results, transparency and regulation are the four words we hear from investors nowadays”

Thanos Ballos, managing partner of Strategic Investments Group, says the firm’s multi-manager Active Trading Fund, launched in May this year and managed by Permal Group, offers a multi-asset strategy that seeks to generate absolute returns with controlled volatility and low correlation to the fixed-income and equity markets. GFM: What is

Dighton Alex Moisseev

The Interview – Alex Moisseev, Dighton Capital Management: “Last year saw many attractive trading opportunities, but we turned down nine out of 10 due to an unattractive risk/reward ratio”

Alex Moisseev (pictured), principal and chief investment officer of Dighton Capital Management, says the firm’s stable of managed futures funds are designed to perform in any market conditions, using a pattern recognition model and a strict selection process that produces a small number of high-quality trades. GFM: What is the

Brown Advisory Tom Graff

Thomas Graff, Brown Advisory – “We expect movement away from narrow bucketing of asset classes and more interest in strategies less dependent on any one market data point”

Thomas Graff (pictured), a partner and member of the fixed-income team at USD25bn investment manager Brown Advisory and portfolio manager for the Tactical Bond Fund launched in September, says the fund stands out from the competition through the way the firm uses quantitative models and the holistic way it approaches

Portfolio Science Ittal Korin

The Interview – Ittai Korin, Portfolio Science: “Managers need risk tools to face things they never had to deal with in their entire career”

Portfolio Science president Ittai Korin (pictured) says the firm’s provision of risk management services through an application programming interface is bringing risk tools to a broader range of investment industry players than ever, at a time when managers are realising that a seat-of-the pants approach to risk management and reporting

Aegon Asset Management Olaf van den Heuvel

The Interview – Olaf van den Heuvel, Aegon Asset Management: “We expect markets to recover slightly, but also more setbacks that will surprise the markets”

Olaf van den Heuvel, European head of tactical asset allocation at Aegon Asset Management and portfolio manager of the Ucits-compliant Global Opportunities Fund launched last December, expects the fallout following the credit crunch to continue along with further ‘surprises’ like Greece or Dubai.   GFM: What is the background to

Events

24 October, 2024 – 8:30 am

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