• Opinion

• Issue 79

Editor’s Letter

August 2012

BILL McINTOSH

• Commentary

• Issue 79

NewOak Capital

Investing in the distressed US residential sector

RON D’VARI, CEO and CO-FOUNDER, NEWOAK CAPITAL

• Profile

• Issue 79

Adelante Asset Management

Playing emerging market sovereign debt to generate returns

BILL McINTOSH

• Commentary

• Issue 79

The Frontier Markets Ship is Sailing

Unlocking the full potential of frontier markets

ZIN BEKKALI, CEO and GROUP CIO, SILK INVEST

• Profile

• Issue 79

Acacia Capital Management

Bringing in-depth due diligence to long/short equity

BILL McINTOSH

• Commentary

• Issue 79

Nonparametric Discounting

A robust assessment of hedge fund performance

CAIO ALMEIDA and RENE GARCIA, EDHEC-RISK INSTITUTE

• Profile

• Issue 79

Eikoh Research

Unlocking performance from Japanese equities

BILL McINTOSH

• Profile

• Issue 79

Stratton Street

Tracking net foreign assets to trade currencies and bonds

BILL McINTOSH

• Profile

• Issue 79

AXA Investment Managers

Francisco Arcilla on using diversification to offset equity tail risk

BILL McINTOSH

• Profile

• Issue 79

Cohen & Steers

Investing in real estate through long/short equity

BILL McINTOSH

• Technical

• Issue 79

Hedge Funds and Dodd Frank

Is there anything that’s certain?

SUNGARD VPM WHITE PAPER

• Technical

• Issue 79

The Case for Operational Due Diligence

Seven situations investors need to avoid

DAVID COPLAND, MANAGING PARTNER, BERN SQUARE