36 south investment managers ireland limited

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Managwrs Haworth examines the factors and investment thinking that have driven the significant performance of New Zealand-based 36 South’s strategies in recent years. JH: 36 South Investment Managers has been operating since The underlying strategy is long volatility, long «tail risk», initially manifesting as the Kohinoor Series One Fund upper and lower tail risk across a range of market opportunitiesand the Regent Fund precious metals. Since then we have launched the Black Swan Portfolio, a risk aversion protection product — and Dresden Green — a yen volatility product. JH: We prefer to use jnvestment 36 south investment managers ireland limited, recognisable names for our international product, e. JH: We have a range of funds, all of which have been performing close or in excess of expectations considering past and present environments. Irreland How have you managed to outperform your peers in the more established hedge fund centers?

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Given the nature of this role and the evolving state of the newly established Group, this individual will need to be comfortable and Investment Manager work Dublin Mint Selection — Dublin, County Dublin. Mercer — Dublin, County Dublin. See more: Finance Jobs.

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Jerry Haworth examines the factors and investment thinking that have driven the significant performance of New Zealand-based 36 South’s strategies in recent years. JH: 36 South Investment Managers has been operating since The underlying strategy is long volatility, long «tail risk», initially manifesting as the Kohinoor Series One Fund upper and lower tail risk across a range of market opportunitiesand the Regent Fund precious souuth.

Since then we have launched the Black Swan Portfolio, a risk aversion protection product — and Dresden Green — a yen volatility product. JH: We prefer to use high quality, recognisable names for our international product, e. JH: We have a range of funds, all of knvestment have been performing close or in excess of expectations considering past and present environments.

HW: How have you managed to outperform your peers in the more established hedge fund centers? JH: We believe we have a well-established and well-differentiated approach to finding extreme value options.

It also helps to be out invextment the «noise» — which we believe is one of the key reasons that New Zealand 36 south investment managers ireland limited overall appear to outperform their peers see Ernst and Young New Zealand Absolute Investnent Index. A good example is our house view from that US lenders were selling inappropriate borrowing structures to people who couldn’t afford it which in turn would lead to severe balance managrrs issues.

When marketing that particular 36 south investment managers ireland limited into the US and Europe it was a trade that many didn’t intuitively take on board, not being part of the established paradigm at the time. We established short positions in a well-known sub-prime lender using long-dated out of the money options. Another example is buying oil calls as speculators liquidated positions in mid We sold our oil positions in May — just as some well-known commentators were predicting USD per invwstment.

HW: How and where do you distribute the fund? What is the profile of your current and targeted client base? JH: Our target client base is typically institutional although we do have some high net worth individuals as customers. We have had some success in marketing into Europe. JH: We have a four-stage investment process we call the Quadrivium which incorporates implied volatility, technicals, sentiment and fundamentals. The most important component in terms of getting the payoffs in many multiples against initial premium spent is liited volatility.

We use our proprietary GIVIX indices on a «top-down» basis and an automated scanning process to find those sectors and individual options that fit our criteria in terms of historical ranges, volatility and type of trade opportunity e. Invesyment may also be driven by a view on sentiment — typically where there is an extreme. JH: Xouth scanning process is central to the initial trade generation process however we still end up with quite large short-lists — so the combined investment experience of the investment team is used to refine the short list.

Each of the three investment committee members has a preset weighting and each trade is scored in terms of the Quadrivium — then weighted according to the irelajd team member’s weighting within the investment committee.

It is a structured discretionary approach. JH: A long volatility, long option strategy is naturally going to have limited risk sohth — however it is not without risk. We have a «premium budget» within which liimited limit our annual spend on new option premium. Our GIVIX allocation process ensures we do not allocate jreland premium spend on asset classes that are expensive in terms of implied volatility. We also use standard risk management metrics to maintain in-house risk allocations at appropriate levels.

JH: We believe volatility is in a medium-long term peaking phase — with actual volatility likely to stay high for a little while longer — however implied volatility is close to peaking. JH: We are looking for opportunities to add value against our existing long volatility, long kurtosis «fat tail» portfolio positions within the Kohinoor portfolio.

This will likely mean taking some short-dated short volatility opportunities against existing long-dated positions. We will never be net short volatility. JH: We expect to mwnagers volatility peak with markets trading within large but limited ranges. There could be some consolidation of recent mnagers but what was a financial system phenomenon will continue to infect the real economy. We expect interest rates soyth move lower and have positioned sputh accordingly — especially in Australasia.

JH: We expect our ieeland rate positions to do. We also expect some of our «real economy» bear positions to continue to perform although there may unvestment a plateau period in.

JH: We believe we have a robust investment process driven by a team highly experienced in selecting long-dated out of the money option opportunities. Our performance record speaks for. JH: We are considering whether to launch a product to take advantage of what we believe is a medium to long-term peak in implied volatility. HW: What is the background to your company? HW: Who are your service providers? HW: Has your performance been as per budget and expectations?

HW: Have there been any significant recent events such as new launches? HW: What is the investment process of your fund? HW: How do you generate ideas for your fund? HW: What is your approach to managing risk? HW: What are your views on volatility at this current time in the markets? HW: What opportunities are you looking at right now?

HW: What events do you expect to see in your sector in the year ahead? HW: What differentiates you from other managers in your sector?

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Your Rating: Click on the stars 36 south investment managers ireland limited to rate this company 1 2 3 4 5 Enter your email. And while a good representation, the truth is cyber risks can often be simpler, and closer to home. Next accounts due by 01 Jan Directors Purchase either the Standard Company Report or a Credit Report to view details on the directors of this company. The company’s current directors have been the director of other Irish companies between them; 39 of which are now closed. Or sign up using:. Forgot your login details?