Invest Offshore

Category: ETF, Hedge & Mutual Funds

  • New hedge fund to use ‘crisis investing’ strategy

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    Aaron
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    SAN FRANCISCO (MarketWatch) — Joe Feshbach, who with brothers Matthew and Kurt ran one of the most high-profile short-selling hedge funds of the 1980s, is back. This time, instead of betting against companies, a new hedge fund he’s starting — Joe Feshbach Partners LP — will buy securities of troubled firms. Using a strategy called…

  • Rydex ETF equal-weights S&P 500 stocks

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    Aaron
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    BOSTON – Exchange-traded funds that invest in widely-held S&P 500 companies can look markedly different, depending on how much they allocate to individual stocks. The Rydex S&P Equal Weight ETF (RSP) invests the same amount — 0.20 percent — in every stock in the S&P 500 index (SPX), rebalancing quarterly to maintain the portfolio. The…

  • China’s first exchange-traded fund starts trading

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    Aaron
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    BEIJING, Feb. 23 — The mainland’s first exchange-traded fund, or ETF starts trading Wednesday on the Shanghai bourse. The move is aimed at helping to develop the nation’s fledgling stock markets. More than six billion units of Shanghai 50 ETF’s are being listed on the Shanghai Stock Exchange on Wednesday. The index ETF funds are…

  • JPMorgan Unveils New U.S. Mutual Fund Family

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    Aaron
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    Integration of JPMorgan Funds and One Group Funds Creates 5th Largest Fund Family in the U.S. NEW YORK, Feb. 22 /PRNewswire-FirstCall/ — JPMorgan Asset Management (NYSE: JPM – News) today announced the official completion of the integration between JPMorgan Funds and One Group Mutual Funds, marking the largest mutual fund merger in the history of…

  • BluMont Capital Inc. Launches Offshore Version of BluMont Hirsch Long/Short Fund

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    Aaron
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    TORONTO–Feb. 15, 2005–BluMont Capital Inc. (TSX VENTURE:BCC) has announced that its wholly-owned subsidiary, BluMont Capital Corporation (“BluMont”) has launched an offshore version of its BluMont Hirsch Long/Short Fund (the “Fund”), which employs a Canadian long/short equity hedge strategy that was established in January 2001 and has generated an annualized net return of 17.8% and a…

  • New Bulgarian Property Fund Helps Britons Mitigate IHT

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    Aaron
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    A new investment scheme (Bulgarian Property Fund) has been launched in the United Kingdom designed to mitigate the effects of inheritance tax by investing in the Bulgarian property market, it has been reported. According to the Daily Telegraph, the Black Sea Property Fund, launched by Development Capital Management (DCM), is a seven-year savings plan giving…

  • Barclays’ gold-backed security to launch on Friday

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    Aaron
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    NEW YORK, Jan 27 (Reuters) – The newest U.S. gold exchange-traded fund, iShares COMEX Gold Trust, will make its long awaited debut on the American Stock Exchange on Friday under the ticker symbol IAU, Barclays Global Investors said on Thursday. “We heard from the SEC (U.S. Securities and Exchange Commission) late last night that we…

  • SFC outlines five funds priorities

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    Aaron
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    Hong Kong’s Securities and Futures Commission has five priorities for improving the funds industry, topped by growing the hedge funds market, says Alexa Lam, executive director of intermediaries and investment products. The authorized (retail) hedge funds industry in Hong Kong is small, but this belies the true size of the industry here, Lam says. Although…

  • A Year to Remember for Exchange-Traded Funds

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    Aaron
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    The year just ended was a good one for exchange-traded funds. ETF assets grew by 47% to $222 billion, according to current figures in Morningstar’s database. ETF purveyors launched dozens of funds, including groundbreaking gold and China offerings. The industry also buzzed with talk of creating other commodity-linked and even actively managed ETFs. Here’s a…