Spin-outs of star managers from established hedge funds have to be doing something different to pique our interest sufficiently to warrant a feature. Lee Robinson’s Altana Wealth cut the mustard back in September 2011, when we last profiled the group, and his team’s world views today remain as refreshingly straight-talking as ever.
Read MoreStevan Bajic, portfolio manager, Altana Corporate Bonds fund, explains why yield to maturity should not be the only metric for deducing the value of a bond.
Read MoreWhen The Wall Street Journal used a monkey to choose stocks to invest in, it failed to launch a more comprehensive experiment based on the same principle. Using a probabilistic approach in a similar way to Roy’s safety-first risk measure, we consider the probability that a randomly managed portfolio will outperform a predetermined benchmark…
Read MoreLee Robinson was quoted in a Reuters article on a European shares rally
Read More“Investors will remain nervous about the pound,” said Ian Gunner, portfolio manager at Altana Hard Currency Fund. “Monetary policy will now be more significant and the minutes last week showed more easing could be on the way.”
Read MoreAltana Wealth (“Altana”), an investment management group, has launched a distribution share class for the Altana Hard Currency Fund (“AHCF”), which will pay 4% annually by means of capital redemptions.
Read MoreAltana Wealth has launched a fund aiming to protect investor capital by investing in financial and commodity futures markets, which are likely to be affected by volatile prices.
Read MoreAltana Funds, the hedge fund manager set up by the outspoken former Trafalgar Asset Managers founder Lee Robinson, is launching a second fund aimed at profiting from turmoil in western markets.
Read MoreWhile G20 leaders try to avert economic disaster, Michael Robinson reveals how the pain of the eurozone crisis presents a golden opportunity for some sophisticated investors. Interview with Lee Robinson
Read MoreFew hedge fund managers running a successful firm with billions of dollars under management and enjoying the fruits of a successful investment career spanning two decades would be willing to start over. But that is exactly what Trafalgar Asset Managers co-founder and continuing partner Lee Robinson is doing.
Read MoreLee Robinson, the London-based hedge fund manager and co-founder of Trafalgar Asset Managers, is worried about inflation. As he sees it, the current market volatility and the European debt crisis make this the “most dangerous period for financial investment since World War II.”
Read MoreUltimately the euro crisis remains a pressure cooker building up steam despite the protestations of the currency system being saved by multiple political interventions. Yet after a half dozen supranational attempts to instil order within the sovereign nations of the EU, the markets are clearly not listening. Instead a market solution is now needed.
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