Considering the tough summer that global macro as a strategy has had, Opalesque spoke briefly with SkyBridge’s Victor Oviedo about the approach the investment firm takes researching and allocating to funds. SkyBridge which was launched in 2005, currently has strategic investments in eight funds. For seed allocations the firm takes a long term approach to evaluating strategies against the markets. The focus is not on how a strategy (ie, global macro) is performing in the short term, but more important to the selection process is the performance record and business experience of the management team. Investing strategically with seed funding SkyBridge is focused on businesses that are both scalable and sustainable in the long term and which can perform across various business cycles.
Outpost Investment Group was founded in March 2008 by Peter Forlenza, and Goldman Sachs alums Jason Bajaj, and Allen Arakal. The Outpost Fund strategy will target 16% annual returns by focusing primarily on G10 fixed income, currency, equity, and commodity investments using top down macro research and bottom up micro-catalysts. In addition to the founders, the team includes Martin Walker and Robert S. Morris.
The Outpost pedig......................
Source:http://www.opalesque.com/AMB2008/46471Seeders_newest_seeder_fund_announces.html
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