According to its January 2011 Investment Approach, YA Global Investments Fund I lost 33% in 2010.
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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.
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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.
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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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