INDUSTRY OUTLOOK SURVEY: Top names assess the year ahead
Mon Apr 16, 2012
Survey of top hedge fund managers: Jane Buchan, CEO, PAAMCO; Greg Coffey, co-CIO, Moore Europe; Jamie Dinan, CEO, York Capital Management; Steven Einhorn, vice-chairman, Omega Advisers; Michael Hintze, CEO, CQS; Alexandre Pini, PM, Investment Fund Department, Banque Privée Edmond de Rothschild; David Smith, CIO, Multi-Manager Group, GAM; Jim Vos, CEO, Aksia; and Jerry Wang, CEO, Vision Investment Management.
Barry Cohen, special reports editor, HedgeFund
With so many challenges confronting hedge fund managers and
investors, particularly since the onset of the financial
crisis, the Global Review invited a selection of senior
international players in the industry to share their insights
and predictions for 2012 on a number of key issues.
1 Are you bullish or bearish for the year
BUCHAN Bullish. Looking around the globe: Asia is
growing, it's only a question of how fast; the US is getting
its financial house in order, despite political dysfunction;
Europe remains as the only real mess around, but even there
opportunities exist. While we feel that the broad equity market
is close to fair value, we believe that an increase in
dispersion across securities and sub-asset classes will create
opportunities for active managers who struggled last year.
GREG COFFEY I am bullish, on the back of
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