According to its January 2011 Investment Approach, YA Global Investments Fund I lost 33% in 2010.
FORBES: New Jersey Hedge Fund Posts Its First Down Year In A Decade
She represented the company I profiled here, and the venture fund I wrote about here.
Even in 2008 and 2009, as the credit crisis raged, YA Global Investments Fund I eked out small annual gains.
FORBES: New Jersey Hedge Fund Posts Its First Down Year In A Decade
One manager I talk to, and one fund I cover, is Rob Arnott of PIMCO All Asset Fund ( PASAX).
To foster more credit, the package would create the small business lending fund I proposed in my State of the Union address to help underwrite loans through community banks.
Morgan Stanley, for instance, sponsors a fund of funds, Liquid Markets Fund I, that puts investors' money into an assortment of hedge funds that each impose one-way incentive fees (plus annual management fees).
The bulk of the 2010 loss was posted in December, when the performance of Fund I, which is 63% invested in private holdings, dropped by an estimated 26.9%, suggesting a significant mark-to-market adjustment while the stock market was zooming higher.
FORBES: New Jersey Hedge Fund Posts Its First Down Year In A Decade
The tactics of Yorkville Advisors have been the subject of several Forbes articles, which noted that one Yorkville fund, YA Global Investment Fund I, never had a down month from February 2001 to July 2008 until a stunning reversal saw it report a drop of 33% in 2010, most of it in the single month of December 2010, suggesting a big mark-to-market adjustment while the stock market was rising.
What is certain is that if MHI falters (and here I am echoing the analysis of the Eclectica Fund that I criticized in an earlier post), it will be a devastating and probably world-shaking blow.
Another fund that I tend to look at is again a Vanguard fund.
When I look at the list of contributors to the United Nations Central Emergency Relief Fund, I would like to see the countries from Asia higher on the list.
My bias is growth, but if I were a mutual fund investor, I'd stick with the Windsors.
Admittedly, with my U.S. Treasury-backed money market fund, I am only making 0.01% per year in interest income.
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For instance, one particular fund that I recommend a lot is the Vanguard High Dividend Yield ETF ( VYM).
Disclosure: Through a fund, I currently hold shares in Apple and Google.
The county pension fund, I was told, is suppose to be 70% funded.
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To summarize my recent New York City trip: almost all of the hedge fund types I visited are both long stocks for the short term, and really scared for the long term.
FORBES: It'd Take A Miracle For Markets To Survive The Mess The Central Bank Manipulators Created
Most of the fund managers I have spoken to in recent weeks say they see Malaysia's market trading sideways in the coming months and possibly downwards towards the end of the year.
Barbara Arnwine, executive director of the Lawyers' Committee for Civil Rights Under the Law, and Ted Shaw, director-counsel and president of the NAACP Legal Defense Fund, I thank you both for joining us.
In a conversation with a fund manager I explained how many semiconductors (memory chips in particular) are capital-intensive commodities with a 2-year lag from the time a major capital investment is made to when it reaches full production capacity.
"No project received a larger investment from our Olympic and Paralympic legacy fund and I'm confident this facility will be a source of pride for the region where local people will be inspired to develop a sporting habit for life, " he said.
IGNIA, an impact investing venture capital fund that I co-founded with my partner Michael Chu, is focused on backing entrepreneurial efforts that address problems faced at the base of the socioeconomic pyramid in Latin America that have a disproportionate impact on the lives of low income families and business owners.
FORBES: The Phone Booth: A Portal To Good Health And Good Fortune In Mexico City's Slums
At that point I recalled getting an unsolicited letter on 12.24.10 from Great West Retirement stating they had cut a deal with the caterer and would be attaching wages, placing them in a retirement fund which I could opt out of within a couple of days or it would become final.
I'm probably more focused on the fund now than I would be if I had my own company.
Ms. PHYLLIS COPT (Listener): And I took a 50-percent lump sum from the Kansas Retirement Fund, and I put it in a self-directed IRA with Ed Jones.
When I first began working with the wealthy (as opposed to my pension fund clients) I was surprised to find that they were so prone to make, shall we say, less-than-optimal investment decisions.
Ms. JENNIFER MORGAN (World Wildlife Fund): I really don't see anything new in this text, unfortunately.
You can order it from the Liberty Fund, but I believe there is currently a backlog of orders.
As a former industry reporter in the Hedge Fund universe, I personally see a high potential for crowdfunding to spark a cottage financial industry.
FORBES: Equity Crowdfunding Portals Hit the Desert to Prep for 2013 Launches
Eight years ago in a story about poor mutual fund disclosure, I noted that the SEC sends out deficiency letters following 85% to 90% of its exams.
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