All Strategically Speaking articles – Page 7

  • Interviews

    Beyond US sub-prime

    July 2013 (Magazine)

    If Philip Weingord, co-founder and CEO of Seer Capital Management, isn’t ‘Mr Structured Credit’, then co-founder and CIO Richard d’Albert would be just as good a candidate.

  • Interviews

    Of orange blood and quieting storms

    June 2013 (Magazine)

    It has been a stormy four years at ING Investment Management – but the skies are finally starting to clear. 

  • Interviews

    An emerging markets coup

    May 2013 (Magazine)

    After a burst of acquisitive growth during its years as the investment division of Lehman Brothers, Neuberger Berman’s time as an independent asset manager has instead been spent redefining its brand, building track records and expanding its global reach.

  • Interviews

    Degrees of freedom

    April 2013 (Magazine)

    It has been a busy Q1 for Artisan Partners. At the time of writing, the 19-year-old firm was on the brink of its IPO. Aiming to raise almost $330m with which to clear its loans, buy back shares and reward its pre-IPO partners, the event feels like the foundation for the firm’s next stage of growth.

  • Interviews

    Emerging markets, changing world

    March 2013 (Magazine)

    Julian Mayo, co-CIO at emerging markets specialist Charlemagne Capital, has a memory from the early 1990s that serves as a corrective to the idea of ‘de-coupling’.

  • Interviews

    The vision thing

    February 2013 (Magazine)

    “Just look at that quality!”

  • Interviews

    Focus and flexibility

    January 2013 (Magazine)

    One can tell from the name ‘Alternative Investment Group’ that this is a more venerable fund of hedge funds, pre-dating the post-dot-com stampede: it’s not exactly ‘Google-search optimised’.

  • Interviews

    Enjoying a Renaissance

    January 2013 (Magazine)

    Renaissance Asset Managers (RAM) has had a great run since it was founded as part of Renaissance Group, the Moscow-based financial services firm, in 2003.

  • Interviews

    Boutique ambition

    December 2012 (Magazine)

    Natixis Asset Management (NAM) might be less well known than other firms in the Natixis Global Asset Management (NGAM) empire, such as Boston’s Loomis Sayles or Chicago’s Harris Associates. But the Paris firm is by far the largest asset manager in its parent’s multi-affiliate structure in asset terms, in part thanks to its historic ties with France’s Caisse d’Epargne and Banque Populaire network, and its strong local roots.

  • Interviews

    Cutting through the noise

    November 2012 (Magazine)

    “There is almost universal agreement that the world needs long-term investors and, indeed, that short-termism is bad,” says Keith Skeoch, CEO of Standard Life Investments (SLI), addressing a room of European finance journalists at its Edinburgh offices. “And the reason short-termism is perceived as bad is that the charge sheet is long and serious.”

  • Interviews

    Institutional ambition

    November 2012 (Magazine)

    It probably wasn’t planned this way, but Four Capital Partners was set up by Derrick Dunne and ex-Schroders UK equities managers Tom Carroll, Ted Williams and Chris Rodgers on the precipice of the financial crisis. Established in 2006, its first UK equities fund was launched in April 2007, on the very day that New Century Financial went Chapter 11.

  • Interviews

    Life on planet TOBAM

    October 2012 (Magazine)

    Quantitative asset managers aren’t particularly noted for prioritising ESG matters.

  • Interviews

    Holding hedge funds to account

    September 2012 (Magazine)

    Bond yields sit at historic lows, growth is sparse and equities aren’t cheap. The result: a search for yield in credit assets and for alpha in liquid alternative investments.

  • Interviews

    Practising what it preaches

    July 2012 (Magazine)

    As one of the world’s leading mezzanine and credit managers, Intermediate Capital Group spends every waking hour analysing, interrogating – and worrying over – the way companies manage their balance sheets. So it should come as no surprise that the firm is pretty handy at managing its own.

  • Interviews

    The implementation game

    July 2012 (Magazine)

    Russell’s recent move to Seattle from its historic location in Tacoma, Washington, just a few miles to the south, had the inevitable effect of pleasing urbanite employees happy to work and live in the bigger city and inconveniencing others who liked the old panoramic view over Commencement Bay and who faced a longer commute or higher real estate prices.

  • Interviews

    De-leveraging, beautiful and beastly

    June 2012 (Magazine)

    Bridgewater’s Pure Alpha is famed as the world’s largest hedge fund, earning $13.8bn for investors in 2011 alone. But today, over coffee in a luxury London hotel, the focus for Bob Prince, co-chief investment officer of the Connecticut-based firm, is on a beta strategy called ‘risk parity’.

  • Interviews

    On avoiding hostages to fortune

    June 2012 (Magazine)

    There is no disputing Northern Trust’s powerhouse status in global custody and asset servicing in Europe. In the UK alone, a big custody contract was renewed by the London Borough of Hillingdon’s pension scheme in 2012, and, along with several similar renewals, it added €19.5bn in custody assets for 13 new clients during 2011, including major names such as the Lothian Pension Fund, the Lancashire County Council Pension Scheme and the Superannuation Arrangements of the University of London (SAUL). Transition management mandates were won from the likes of the Northumberland County Council and Royal Borough of Kensington and Chelsea pension funds. Losses – such as the East Riding Pension Fund custody mandate that went to State Street – were rare exceptions in the effort to remain a go-to service provider.

  • Interviews

    Making an impact on SMEs

    May 2012 (Magazine)

    The conviction articulated on its website – ‘We believe that market forces and entrepreneurship can be harnessed to do well by doing good’ – hardly distinguishes the £275m (€333m) London-based sustainable growth investor Bridges Ventures (Bridges) from other investors in the environmental, social or governance (ESG) domain. But its investment strategy certainly does.

  • Interviews

    A new titan in Asian equities

    May 2012 (Magazine)

    The timing could have been better. Just days before the finalisation of the merger of the Sumitomo Trust & Banking Co and Chuo Mitsui Asset Trust & Banking Co, the latter was fined by Japan’s Securities and Exchange Surveillance Commission (SESC) for an insider trading breach that took place nearly two years ago.

  • Interviews

    Surviving the seven years of famine

    April 2012 (Magazine)

    Rogge Global Partners operates out of one of London’s most spectacular offices, the neo-Gothic Sion Hall, its traders toiling beneath the gaze of stained-glass images of heroes of the English Reformation.