HFMweek 2011 U.S. Performance Awards

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MSR Investments (CTA)wins the 2011 U.S. Performance Awards for new CTA.

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HFMweek 2011 U.S. Performance Awards

  1. 1. FEATURE HFMWEEK AWARDS 2011 AWARDS 2011US PERFOR M ANCE AWARDS T H U R S D AY 1 3 O C T O B E R 2 0 1 1 CIPRIANI, NEW YORK W ith close to 700 guests, 224 shortlisted funds and 34 awards, 2011’s HFM US Performance Awards was a night celebrating positive numbers. The following pages acknowledge the achievements of those businesses that have outperformed their peer group and continue to thrive during a difficult period for the global economy. Congratulations to them all.16 H F M W E E K . CO M 20 -26 OC T 2011
  2. 2. ’ R SY E R I N NL EW AL G LO N G / S H O R T E Q U I T Y MARKET NEUTR AL (US) UNDER $250m WINNER PINE RIVER FUND WINNER INVICTA FUND “Pine River succeeded in “ The US equity markets have ticking all of the judges’ been far from kind, but Invicta boxes. It’s recent performance, continues to demonstrate investor relations and track skill, guile and real ability in record impressed, while its producing impressive returns. commitment to building aLEFT TO RIGHT: Canover Watson, managing director A fund to watch” LEFT TO RIGHT: Malcolm Pobjoy, regional head of sustainable business wasat sponsor Admiral Administration; HFMWeek data client management group, Americas at sponsormanager Indira Peters, collecting the award on HSBC Securities Services; Aaron Zimmerman, described as ‘impeccable’”behalf of Invicta Fund; and host Naga Munchetty analyst at winner Pine River Fund; and host Naga Munchetty LO N G / S H O R T E Q U I T Y R E L AT I V E VA L U E (US) OVER $250m WINNER WINNER SANDLER PLUS ALPHABET PARTNERS DOMESTIC FUND “Alphabet continues to “Sandler is a respected giant impress in this sector, showing in this sector, ably fighting off significant skill as a relative some excellent competition in value manager during a this category. A master of US difficult spell. Few managers in equity investment ” this space have demonstratedLEFT TO RIGHT: Gerry Tamburro, managing director LEFT TO RIGHT: Elana Margulies, HFMWeek senior this level of ability“at sponsor Pershing Prime Services; Andrew Sandler, reporter; Jason Adler, general partner, and Nelsonportfolio manager at winner Sandler Plus Domestic Saiers, CIO, at winner Alphabet Partners; and hostFund; and host Naga Munchetty Naga Munchetty LO N G / S H O R T EQ U I T Y CREDIT ( G LO B A L ) U N D E R $ 2 5 0 m WINNER VR GLOBAL WINNER PERELL A WEINBERG OFFSHORE FUND PARTNERS SUSTAINABLE RESOURCES FUND “Delivering impressive returns, despite the fund’s great size, “Global markets have been demonstrates the skill at the down, but Perella Weinberg’s heart of VR Global. A class act Sustainable Resources fund has and a master at negotiating used its granular understanding the credit markets” of the market to continue to hitLEFT TO RIGHT: Stephen Giannone, president and LEFT TO RIGHT: Alessandra Tocco, managingco-founder at sponsor Opus Fund Services; Louie the highs. A solid product, from director, global head of capital introductions atReformina, analyst - PWP Sustainable ResourcesFund Investment Team at winner Perella Weinberg; a quality firm” sponsor J.P. Morgan; Ashok Raju, head of business development at winner VR Global Offshore Fund;and host Naga Munchetty and host Naga Munchetty LO N G / S H O R T E Q U I T Y MANAGED FUTURES ( G LO B A L ) O V E R $ 2 5 0 m ( C TA ) U N D E R $ 5 0 0 m WINNER BRENNER WEST WINNER HA AR C APITAL C APITAL PARTNERS MANAGEMENT DCTP “Brenner West ’s impressive “Combining shoot-the- track record combines with lights-out returns and a low the institutional heft to make standard deviation, Haar this a genuinely impressive Capital represents genuine offering. A worthy winner in a institutional quality. A well hotly fought category ” deserved winner ”LEFT TO RIGHT: Jack Wiener, executive vice LEFT TO RIGHT: Christine Waldron, senior vicepresident at sponsor Linedata; Alasdair Noble, head president, head of alternative investments operationsof business development at winner Brenner West at sponsor US Bancorp Fund Services; Jessica DelCapital Partners; and host Naga Munchetty Vecchio, director of operations at winner Haar Capital Management; and host Naga Munchetty20 -26 OC T 2011 H F M W E E K . C O M 17
  3. 3. FEATURE HFMWEEK AWARDS 2011 MANAGED FUTURES EVENT DRIVEN ( C TA ) O V E R $ 5 0 0 m OVER $250m WINNER SALEM GLOBAL WINNER YORK ASIAN OPPORTUNIT Y FUND OPPORTUNITIES “Fortunes in the CTA space “ York has shown skill, have been mixed, but Salem judgement and real conviction demonstrated why an army of in making the most of a investors have turned to this growth region. A well-LEFT TO RIGHT: John Wallace, managing director strategy over the last year. An LEFT TO RIGHT: Sharon Eliran, vice president, Hedge positioned fund with a hugeand global co-head of alternative fund services at Fund Capital Group at sponsor Deutsche Bank; Jeffsponsor Deutsche Bank Fund Administration; Shaun exceptional fund“ Weber, president at winner York Asian Opportunities; potential for future growth”Jordan, director of marketing at winner Salem Global and host Naga MunchettyOpportunity Fund; and host Naga Munchetty S P E C I A L I ST M ACRO UNDER $1bn WINNER MIDWAY MARKET WINNER VENUS GLOBAL NEUTR AL MASTER FUND MACRO FUND “A specialist in generating “Macro managers are some of high alpha, while mitigating the best positioned to make risk . Midway ’s returns in sense of the world’s current this category outstripped confusion. At the the very top the competition. A reliable of its peer group, Venus has performer ” shown real vision in makingLEFT TO RIGHT: Jason Kaplan, partner at sponsor LEFT TO RIGHT: Thomas Levings, managing director its impressive returns. ASchulte Roth & Zabel; Yong Cai, portfolio manager, at sponsor BNY Mellon Alternative Investment quality offering ”and Robert Sherak, CEO and portfolio manager, at Services; Vik Mehrotra, CEO at winner Venus Globalwinner Midway; and host Naga Munchetty Macro Fund; and host Naga Munchetty M U LT I -ST R AT E GY M ACRO OVER $1bn WINNER MILLENNIUM USA WINNER BRIDGEWATER PURE ALPHA FUND II “Consistent returns from a unique business. Millennium “Unique, ambitious and far has great performance, an beyond anyone else in the impressive infrastructure and industry. The intellectual an excellent ability to protect power at Bridgewater, as well the capital of investors. A as its fantastic returns, makes stand-out winner ” it a remarkable winner ”LEFT TO RIGHT: Michael Scully, co-managing LEFT TO RIGHT: The Bridgewater marketing teampartner at sponsor Orical; John Novogratz, global with Parag Shah, head of marketing (holding award)head of marketing and investor relations at winnerMillennium USA; and host Naga Munchetty EVENT DRIVEN MERGER ARBITR AGE UNDER $250m WINNER AMETHYST WINNER AK ANTHOS ARBITR AGE FUND ARBITR AGE FUND (OFFSHORE) “During tough economic “In a market starved of deals, times, the best event driven Amethyst has shown skill and managers come to the fore. determination in its chosen Akanthos is part of this select investment strategy, making group and is a worthy winner real returns and pleasing itsLEFT TO RIGHT: Gregg Knapp, director of business in this category ” LEFT TO RIGHT: Jim Cass, vice president and investor base in the process”development at sponsor Opus Fund Services; Emma managing director at sponsor SEI; Claude Perron,Sugarman, global head of capital introductions at chairman at winner Amethyst Arbitrage FundBNP Paribas; and host Naga Munchetty (offshore); and host Naga Munchetty18 H F M W E E K . CO M 20 -26 OC T 2011
  4. 4. FEATURE HFMWEEK AWARDS 2011 F I X E D I N CO M E N E W CO M E R - E Q U I T Y UNDER $250m WINNER SALIDA WINNER ALSIS L ATIN STR ATEGIC GROW TH FUND AMERIC A FUND (INTERNATIONAL) “Alsis has made the most “ With the equity space out of a region with growing battered and bruised this year, potential. With more investors very few newcomers have searching for Latam exposure, been able to impress likeLEFT TO RIGHT: Alessandra Tocco, managing the success of this fund is LEFT TO RIGHT: Chris Bianchi, global head of prime Salida. The judges felt that thedirector, global head of capital introductions at brokerage operations at sponsor Jefferies & Co;sponsor J.P. Morgan; Ricardo Rivera, CFO at winner bound to be noticed” HFMWeek editor Gwyn Roberts, collecting the firm had enjoyed a stellar run,Alsis Latin America Fund; and host Naga Munchetty award on behalf of winner Salida Strategic Growth Fund; and host Naga Munchetty while creating a sustainable business model” F I X E D I N CO M E N E W CO M E R – OT H E R OVER $250m U N D E R $ 10 0 m WINNER PIMCO ABSOLUTE WINNER MCGINNIS C APITAL RETURN STR ATEGY IV “Equity newcomers have “Legendary managers faced a baptism of fire, with sometimes struggle to maintian unforgiving markets delivering momentum. Pimco shows a punishing judgement on no signs of doing this, with many. McGinnis has risen to its Absolute Return Strategy this challenge, peformed wellLEFT TO RIGHT: Neil Morris, member, operational outclassing its peer group and LEFT TO RIGHT: Luis Zea, vice president, marketing and remains a fund to watch”risk at sponsor Kinetic Partners; Ryan Korinke, senior demonstrating mastery over at sponsor Imagine Software; HFMWeek datavice president and product manager at winner manager Indira Peters collecting the award onPIMCO; and host Naga Munchetty the fixed income markets” behalf of winner McGinnis Capital; and host Naga Munchetty EMERGING M ARKE TS N E W CO M E R – OT H E R U N D E R $ 10 0 m O V E R $ 10 0 m WINNER NEXSTAR WINNER BL ACKGOLD DEVELOPING OPPORTUNITIES OPPORTUNIT Y FUND FUND “BlackGold impressed the “Nexstar has produced judges with the quality of impressive returns without its investment decisions and experiencing the sort of a commitment to creating volatility often asscociated a sound business model. A with emerging markets. A smart and astute manager ”LEFT TO RIGHT: Canover Watson, managing director LEFT TO RIGHT: Natalie Deak, partner, financialat sponsor Admiral Administration; Elana Margulies, good quality fund with a services, at sponsor Ernst & Young; Adam Flikerski,HFMWeek senior reporter, collecting the award onbehalf of winner Nexstar; and host Naga Munchetty bright future” managing partner at winner BlackGold Opportunity Fund; and host Naga Munchetty EMERGING M ARKE TS N E W CO M E R - C TA O V E R $ 10 0 m WINNER QUANTITATIVE WINNER DIRECTIONAL PROGR AM FIREBIRD GLOBAL FUND “The CTA space has seen a “ With emering markets huge upswing in investor increasingly crowded, demand, but mixed investors are fleeing to quality. performance. As one of its Firebird has demonstrated brightest newcomers, the the ability to outperform its Quantitative Directional Program peers and is a nimble and LEFT TO RIGHT: Jason Kaplan, partner at sponsor has proved its ability and nowLEFT TO RIGHT: Arielle Rebraca, executive assistant;Ellen D’Aleo, client service; Natalya Zhirova, office impressive manager ” Schulte Roth & Zabel; Michael Rulle, CEO and stands to gain further success”manager; Julia Shvartsberg, fund accountant; Luba President at winner Quantitative Directional Program;Kostyukova, senior operations professional, collecting and host Naga Munchettythe award on behalf of fund manager, James Passin20 -26 OC T 2011 H F M W E E K . C O M 21
  5. 5. FEATURE HFMWEEK AWARDS 2011 SINGLE M ANAGER LONG - F o H F M U LT I -ST R AT E GY TER M PERFOR M ANCE OVER $1bn UNDER $25 0 m WINNER SK YBRIDGE MULTI- WINNER ACCRETIVE C APITAL ADVISER HEDGE FUND PARTNERS PORTFOLIOS - SERIES G “Many managers can enjoy “There has been plenty single years of success, written about SkyBridge, establishing a track record but the performance of thisLEFT TO RIGHT: Andrew Saunders, director of capital requires sterner stuff. Accretive LEFT TO RIGHT: Peter Sanchez, CEO at sponsor fund is far stronger thanintroduction at sponsor Direct Access Partners; Northern Trust Hedge Fund Services; Troy Gayeski,Richard Fearon Jr, managing partner at winner has consistently proved itself portfolio manager at winner SkyBridge; and host words. A great product that isAccretive Capital Partners; and host Naga Munchetty as a reliable performer and Naga Munchetty responsible for refreshing the was a deserving winner ” funds of hedge funds model” SINGLE M ANAGER LONG - F o H F S P E C I A L I ST TER M PERFOR M ANCE UNDER $250m OVER $25 0 m WINNER VOYAGER PARTNERS WINNER C ASTLEROCK PARTNERS “ Voyager ’s own journey has been impressive. Carefully “CastleRock consistently selecting its underlying impressed the judging managers it was a deserving panel with the quality of its winner of this award and won operation and the consistency a unaminous decision fromLEFT TO RIGHT: Rahul Mahajan, director, global of its returns. With the markets LEFT TO RIGHT: Luis Zea, vice president, marketing the judges”prime finance sales at sponsor Deutsche Bank; Paul still looking far from certain at sponsor Imagine Software; Elana Margulies,Tanico, founder and managing principal at winner HFMWeek senior reporter, collecting the award onCastleRock Partners; and host Naga Munchetty it is good to know that behalf of winner Voyager Partners; and host Naga businesses like this still exist” Munchetty FUND OF HEDGE FUNDS F o H F S P E C I A L I ST M U LT I -ST R AT E GY OVER $250m UNDER $250m WINNER PINNACLE NATUR AL WINNER MERIDIAN RESOURCES DIVERSIFIED FUND - CL ASS J SHARES “No stranger to awards, Pinnacle continues to impress. “ The funds of hedge funds The judges felt that the sector has endured difficut combination of performance times of late, but firms like and manager selection made Meridian reveal its continued it a worthy winner of thisLEFT TO RIGHT: Andrew Dougherty, managing LEFT TO RIGHT: Malcolm Pobjoy, regional head ofdirector and head of alternative and institutional relevance. A quality operator client management group, Americas at sponsor category. A star achiever ”solutions at sponsor BNP Paribas; Peter Brown,partner at winner Meridian Diversified Fund; and with a real ability to perform” HSBC Securities Services; Don Segalas, managing partner and CEO at winner Pinnacle Naturalhost Naga Munchetty Resources; and host Naga Munchetty F o H F M U LT I -ST R AT E GY F o H F – LO N G -T E R M $250m - $1bn PERFORMANCE WINNER DORCHESTER WINNER VAN BIEMA VALUE C APITAL PARTNERS FUND “Dorchester ’s consistent “A real value investor, van approach and lack of Biema won plaudits for correlation with its peer sticking to its basic investment group won its plaudits. A principles and making them strong manager with a clear work , not only last year, butLEFT TO RIGHT: Jane Janeczek, client manager at investment approach” LEFT TO RIGHT: Jim Cass, vice president and over the whole of its lifespan”sponsor Citi Hedge Fund Services; Michael Halpern, managing director at sponsor SEI; Michael vanco-founder and co-CIO at winner Dorchester Capital Biema, founder and managing partner at winnerPartners; and host Naga Munchetty van Biema Value Fund; and host Naga Munchetty22 H F M W E E K . CO M 20 -26 OC T 2011
  6. 6. F o H F N E W CO M E R S P E C I A L CO N T R I B U T I O N WINNER ENTRUST C APITAL WINNER ISR AEL SPECIAL OPPORTUNITIES ENGL ANDER , FOUNDER , FUND MILLENNIUM PARTNERS “EnTrust is a reliable provider “A legend in the hedge capable of innovating the fund space, Izzy Englander funds of hedge funds model. spearheads a genuinely This offering only serves to institutional business that actsLEFT TO RIGHT: Orla Nallen, managing director prove the firm’s ability - an LEFT TO RIGHT: Jay Gould, partner at sponsor as a beacon for talent and aat sponsor BNY Mellon Alternative Investment Pillsbury Winthrop Shaw Pittman; John Novogratz,Services; Elizabeth Curran, vice president, impressive new venture from global head of marketing and investor relations at badge of quality for investors.administration at winner EnTrust Capital SpecialOpportunities Fund; and host Naga Munchetty a seasoned firm” Millennium, collecting the award on behalf of Israel Englander; and host Naga Munchetty A deserving winner of this year ’s HFMWeek Special Contribution Award” WITH THANKS TO OUR SPONSORS LO N G / S H O R T E Q U I T Y ( U S ) U N D E R $ 2 5 0 m LO N G / S H O R T E Q U I T Y ( U S ) O V E R $ 2 5 0 m LO N G / S H O R T E Q U I T Y ( G LO B A L ) U N D E R $ 2 5 0 m LO N G / S H O R T E Q U I T Y ( G LO B A L ) O V E R $ 2 5 0 m MARKET NEUTR AL sponsored by sponsored by sponsored by sponsored by sponsored by R E L AT I V E VA L U E CREDIT M A N A G E D F U T U R E S ( C TA ) U N D E R $ 5 0 0 m M A N A G E D F U T U R E S ( C TA ) O V E R $ 5 0 0 m SPECIALIST sponsored by sponsored by sponsored by sponsored by sponsored by M U LT I -S T R AT E G Y EVENT DRIVEN UNDER $250m EVENT DRIVEN OVER $250m M ACRO UNDER $1bn M ACRO OVER $1bn sponsored by sponsored by sponsored by sponsored by sponsored by MERGER ARBITR AGE F I X E D I N CO M E U N D E R $ 2 5 0 m F I X E D I N CO M E O V E R $ 2 5 0 m E M E R G I N G M A R K E T S U N D E R $ 10 0 m E M E R G I N G M A R K E T S O V E R $ 10 0 m sponsored by sponsored by sponsored by sponsored by sponsored by N E W CO M E R - E Q U I T Y N E W CO M E R - OT H E R U N D E R $ 10 0 m N E W CO M E R - OT H E R O V E R $ 10 0 m N E W CO M E R - C TA S I N G L E M A N A G E R LO N G -T E R M P E R F O R M A N C E sponsored by sponsored by sponsored by sponsored by UNDER $250m sponsored by PMS 2945 CMYK 100.50.0.10 RGB 0.84.159 S I N G L E M A N A G E R LO N G -T E R M P E R F O R M A N C E F o H F M U LT I -S T R AT E G Y U N D E R $ 2 5 0 m F o H F M U LT I -S T R AT E G Y $ 2 5 0 m - $ 1 b n F o H F M U LT I -S T R AT E G Y O V E R $ 1 b n FoHF SPECIALIST UNDER $250m OVER $250m sponsored by sponsored by sponsored by sponsored by sponsored by FoHF SPECIALIST OVER $250m F o H F - LO N G -T E R M P E R F O R M A N C E F o H F N E W CO M E R S P E C I A L CO N T R I B U T I O N sponsored by sponsored by sponsored by sponsored by PMS 2945 CMYK 100.50.0.10 RGB 0.84.15920 -26 OC T 2011 H F M W E E K . C O M 23

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