Algert Coldiron Unveils Second Global Equity Market Neutral Strategy

Jan 5 2011 | 9:07am ET

San Francisco-based asset management firm Algert Coldiron Investors has recently launched its second global equity market neutral strategy.

The new strategy is a more concentrated version of the firm’s existing multi-strategy market neutral fund. According to the firm, it utilizes the same stock selection process—a focus on small- and micro-cap names and over 50% of gross exposure outside the U.S.— but positions more aggressively, focusing holdings on the top 100 global opportunities.

The new fund began live trading in June 2009 and officially launched on Jan. 3. The fund targets a return target of 8-10% with volatility of 7-10%.

Algert Coldiron Investors was founded by Peter Algert, who directs the firm’s research and implementation group and is a member of the investment committee, and Kevin Coldiron, who serves as the firm’s CEO and is responsible for the operations, finance and client servicing areas. He is also a member of the investment committee.

Prior to founding the firm in 2002, Algert was a managing director at Barclays Global Investors where he served as global head of equity research and co-head of U.S. portfolio management.

Coldiron previously worked as a managing director at Barclays Global Investors Europe where he founded the hedge fund business. Prior to this he was head of European research at BGI, responsible for design and development of stock selection and asset allocation strategies.


In Depth

Exotic Assets: Investing In Rare Violins

Jan 17 2017 | 4:43pm ET

By definition, alternative investments include exotic assets far beyond your typical...

Lifestyle

'Tis the Season: Wall Street Holiday Parties Back In Fashion

Dec 22 2016 | 9:23pm ET

Spending on Wall Street holiday parties has largely returned to pre-2008 levels...

Guest Contributor

The Trump Administration: What It Could Mean for Carried Interest

Jan 19 2017 | 5:25pm ET

The arrival of the Trump administration brings the potential for a repeal of the...

 

From the current issue of

Looking for a way to keep warm during the cold weather or rather alleviate your cold while under the weather?