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.


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