As our world undergoes rapid transformation, staying ahead of trends and anticipating market shifts is crucial for sustained success. Our 2 speed dating events "Ahead of the Curve" were designed to provide our clients with valuable insights, present innovative strategies to them and offer interesting networking opportunities.
Haven Green and OpenFunds have partnered to bring 6 investment boutiques from the US, Asia and Europe to Zurich and Geneva for 2 exclusive lunch events. The 6 managers cover a broad range of strategies and have built successful track records in their markets.
Patrick Meegan presented Hotchkis&Wiley’s Global Value Strategy.
Jacqueline Yeh from Lion Global Investors showed the favorable risk/return characteristics of Asian bonds. NXT’s Heath Fuller spoke about senior loans and the attractiveness of the direct lending market in the US. GAMA’s CEO Manuel Streiff focussed on the attractiveness of short dated global bonds in the current interest rate environment. Terje Tofteberg presented the new Global Transition strategy of ICP Asset Management, a new asset manager in the Nordics which was formed by the former core team of the Norwegian Sovereign Wealth Fund. And Taylor Lukof, ABR Dynamic Funds co-founder and CEO, showed the opportunities in volatility investing and how ABR’s strategy does take advantage of investors making the same mistakes.
A big thanks to all 6 managers for supporting us in these events and to all our clients for joining us for in those 2 days.
Hotchkis & Wiley
Hotchkis & Wiley is a global investment manager specializing in value equity and high-yield strategies. With over 40 years of experience, the firm focuses on bottom-up, fundamental research to uncover undervalued investment opportunities. Their disciplined approach aims to deliver long-term capital appreciation for institutional and individual investors.
For more detailed information, you can visit their website
Lion Global Investors
Based in Singapore, Lion Global Investors is a leading asset management company with over 38 years of experience. Lion Global is the asset manager within the OCBC Group and manages around USD 51 bn, mainly for institutional investors. Lion Global will present their Asian Bond strategy, an interesting mix of investing in high-quality names from Japan, Singapore and Australia, coupled with exposure to higher-yielding markets like India and the Philippines. Their strong credit research has help create outstanding long-term track records.
For more detailed information, you can visit their website
NXT Capital
NXT Capital is a leading direct lender specializing in providing middle-market financing solutions. They focus on offering customized, hassle-free financial solutions to borrowers with complex and time-sensitive needs. NXT Capital supports private equity, sponsor-owned, and other middle-market companies through its comprehensive direct lending services. The team is composed of seasoned professionals with an average of over 30 years of industry experience, ensuring reliable and effective service.
For more detailed information, you can visit their website
GAMA Asset Management
GAMA Asset Management is a Swiss investment boutique based in Geneva, focusing on fixed income.
Their funds can invest in any country, currency, or credit rating. This flexibility allows them to make full use of the diversified opportunities offered by the global bond universe. They apply a rigorous investment process that combines in-depth fundamental analysis with reliable quantitative models. Relevant ESG considerations are integrated into the investment process.
For more detailed information, you can visit their website
ICP Asset Management
ICP Asset Management is a financial services firm based in Norway.
The core team was part of Norges Bank Investment Management, the manager of the norwegian sovereign wealth fund, for more than a decade prior to forming ICP. Now ICP is part of Aker, one of the leading industrial conglomerates in Norway with a strong focus on renewable energy.
ICP's investment focus is the transition to a low-carbon economy. The investment process combines top-down analysis of economic activities that will benefit from the transition with bottom-up analysis of quality companies with sound growth.
For more detailed information, you can visit their website
ABR Dynamic Funds
ABR Dynamic Funds, a NY-based asset manager specialising in volatility investing, has the prime objective of delivering Crisis Alpha in their daily traded UCITS funds.
Their flagship strategy ABR 75/25 combines a long investment in US equities (via S&P futures) with a long/short strategy in VIX futures. An algorithm is used to build the positions, following a set of indicators that help to “read the mood of the market”, i.e. are investors euphoric, fearful or even in panic. Their flagship strategy was able historically to keep close to the returns of the S&P500 in good equity markets, as the short vol part of the strategy (i.e. selling insurance) helped returns during those times. The true strength is the delivery of "crisis alpha", i.e. insurance when you most need it, in market crashes, as best seen during 2008/2009 and during March 2020 (Covid crash). As the strategy invests in some of the most liquid instruments out there like S&P futures and treasury futures, it can offer its investors daily liquidity.
For more detailed information, you can visit their website
