Understanding Hedge Funds

What is a Hedge Fund?

In the first video of the Understanding Hedge Funds series, we will explain what constitutes a hedge fund to improve investor knowledge and understanding.

There is no strict definition of a hedge fund. They are a type of managed or mutual fund but with a series of features that typically qualify them as a hedge fund. In this video we will list the features and the conditions under which funds might qualify.

Within the www.fundmonitors.com database, we sort through the mountain of information to focus on the facts and provide a daily analysis of each funds performance so investors can make informed decisions.
 

Chris Gosselin, interviewed by Chris Simond

Understanding Hedge Funds from Australian Fund Monitors on Vimeo.

Jack Lowenstein, the Joint CIO of the Morphic Global Opportunities Fund discusses the Fund's performance in January 2015 and condition of the market.

Watch AFM's other videos.

MONASH ABSOLUTE INVESTMENT FUND

2015 Market Outlook: "Looking forward, Looking back"

12 Feburary 2015: 12:00 - 2:00pm

2014 is now behind us, and the Australian equity market has essentially moved sideways since January. Interest rates have been on hold all year, and at record low levels of just 2.5%.  The Aussie $ has finally cracked previous support, and if RBA Governor Glen Stevens has his way, has further to fall. Meanwhile the US market has continued to outperform, and YTD is up 7.6%. 

By all accounts 2014 has been a difficult year for many investors, yet as at the end of November almost 60% of local fund managers had outperformed the market, while the best have returned over 20% since the start of the year.

So 2015 looms, with uncertainty probably being the major issue. Uncertainty about the markets, growth in the US and China, commodity prices, property and interest rates abound, while overshadowing all of those might be the performance of the government's handling of their first budget and the economy.

With that in mind, the subject of our first investor event in 2015 is aptly entitled "Looking forward, Looking Back". Join us to hear the opinion of four of our most respected fund managers reflect on 2014, and more importantly, provide their opinion on what the markets might hold in 2015, including:

• Simon Shields from Monash Investors,
• George Colman from Optimal Australia. 
• Monik Kotecha, Insync Fund Managers; and 
• John Corr from Aurora

Date:     Thursday 12th February 2015
Time:    12:00 - 2:00pm (light lunch will be served)
Venue:  Sydney CBD
Cost:     Complimentary for Investors and Advisors

To assist with catering and other arrangement please RSVP here and we will forward your ticket with full details of the venue. 

Jack Lowenstein, the Joint CIO of the Morphic Global Opportunities Fund discusses the Fund's performance in December 2014 and condition of the market.

Watch AFM's other videos.

Jack Lowenstein, the Joint CIO of the Morphic Global Opportunities Fund discusses the Fund's performance in November 2014 and condition of the market.

Watch AFM's other videos.

INVESTMENT ADMINISTRATION CONFERENCE

Efficiency in a Regulated World

18 February 2015, Ivy Ballroom Sydney

This industry-leading event will bring together those shaping the future of investment fund administration in Australia to explore the key issues defining investment operations over the next five years.

The event will showcase the latest developments in efficiency, technology, strategy, reporting, processes, compliance and custodian relationships, with a focus on reducing costs and increasing returns for your fund.

This is a must attend for chief executive officers, chief operating officers, and senior operations staff from superannuation funds, funds managers, custodians and other providers.

Key issues to be examined include:

View the full AGENDA and REGISTER before 15 December 2014 for early bird pricing.

For further information regarding registration please contact Elena Chatz, Conference Operations Manager.

ATTACHED FILESEfficiency in a Regulated World (pdf format)

Jack Lowenstein, the Joint CIO of the Morphic Global Opportunities Fund talks about how the
Fund performed in October 2014 and was positioned at the end of the month.

Watch AFM's other videos.

Global Megatrends and Innovations not available in Australia

13 November at Sydney Royal Exchange

Insync Funds Management would like to cordially invite you to an evening presentation on some of the powerful global investment themes that will help to build your wealth offshore together with a tasting of some truly interesting wines from all corners of the world.

Join us and learn:

• In a post-GFC economy what are some of the mega-trends that will shape the global economy over the next decade;
• The importance of investing in the knowledge leaders who are driving product innovation in their respective industries;
• What exceptional opportunities can be found offshore to complement your Australian shares portfolio.

Venue: The Royal Exchange of Sydney, 1 Gresham Street , Sydney

Date:    Thursday 13th November 2014

Time:    5.30 - 7.30pm

RSVP:    Click here to RSVP or call David Johns from Insync Fund Managers on 0412 679 136

ATTACHED FILESBest Cellars Night of Global Investment Themes (pdf format)