Offshore Capitalist

Category Archives: Specialist

Institutions punish Man – although not as much as some expected

Institutional investors have pulled nearly a third of their money from Man Group’s funds this year, after the reputation of the listed hedge fund manager suffered from investing in two funds linked to Bernard Madoff.
However, the size of the redemptions are not yet as large as predicted by a Morgan Stanley analyst, who said that [...]

A monthly rebalanced commodities trading fund

The CFP Funds SAV Fund (Strategy & Volatility) is a blend of two different multi-manager commodity trading funds, one with relatively high volatility (IQS fund) and one with lower volatility (CFL).  By rebalancing the 25%/75% blend each month, the objective of the SAV Fund is to obtain optimised growth in respect of lower volatility compared [...]

Advice failings revealed in Lehman structured products probe

Background: when Lehman Brothers failed, private investors around the world reeled in shock to discover that structured products backed by the bank were effectively worthless.
During the financial crisis, structured products have proved hugely popular with risk-averse investors or those wanting a higher income. They are typically linked to [...]

A fund for trading world equity volatility

CAAM Funds Volatility World Equities USD
From the information sheet:
Over a minimum investment horizon of three years, CAAM Funds Volatility World Equities aims to achieve an annualised performance of 7% (before fees) within a framework of controlled risk.  To reach this objective, the management team sets up an exposure to volatility of the world equity markets: [...]

An ETF for tracking the VIX index

iPath S&P 500 VIX Short-Term Futures ETN (NYSE: VXX)
The S&P 500 VIX Short-Term Futures™ Index TR is designed to provide access to equity market volatility through CBOE Volatility Index® the “VIX Index” futures.
Specifically, the S&P 500 VIX Short-Term Futures™ Index TR offers exposure to a daily rolling long position in the first and second month [...]

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