We are delighted to announce that funds recommended by Sussex Partners have won a further two InvestHedge Awards at this year’s award ceremony in New York. Since 2005, funds recommended by Sussex Partners have won 25 awards.
At this year’s awards, funds won in the following categories:
Asian & Emerging Markets – 10 Year Award
Global Multi Strategy ($1bn+) – 10 Year Performance Award
The awards ceremony, which was held on the 29th September at New York City’s Chelsea Piers was well attended by fund managers and industry professionals alike. A full list of nominees and the winner in each category can be found on InvestHedge’s website (login required): Investhedge Awards 2016
In September’s Hedge Fund Journal, Sussex Partners’ Jim Neumann and Pablo Urreta discuss the advantages and benefits of a long/short investment approach to commodities in order to access the under-invested asset class and benefit from the uncorrelated returns via diversified, actively managed portfolios.
The article details this evolutionary approach’s improvement over indices and stand-alone single manager exposure to commodities. It also points out the many hedging attributes commodities provide for an institutional portfolio such as dealing with inflation, geo-political risk, and changes in business cycles. While the low correlation and hedging characteristics of a multi-manager commodity exposure is very attractive, Mr Neumann and Mr Urreta convey that the real draw is the reliable return stream created when accessing commodities in this thoughtful way.
A copy of the full article can be found here: Long-Short Commodity Investment for Diversified Portfolios_An Attractive Proposition, and welcome any feedback you may have.
In Allen Cheng's article The Asia Hedge Fund 25: China’s Wild Ride Senior Partner & Head of Research, Pablo Urreta, discusses the opportunities, risks, and volatility in Asia's hedge funds. With the extended article, Mr. Urreta observed that:
'Asian investors have had to manage significant changes in the volatility of Asian markets, but volatility has always been higher than in most other regions, except for some other EM markets. Therefore, volatility must be considered inherent to Asian markets when making investment decisions.'
To read the full article click here (subscription required).