Investment Ideas

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Feb 26, 2008 6:16 pm

I have been using Ivy Asset Strategy for about 2 years with great success. I am starting to use the fund of fund hedge funds and other strategies like these.



Does anyone have any good investment ideas that are compelling for clients?



Keep the sarcasm to a minimum, I want this to hopefully keep as a serious topic.

Feb 26, 2008 10:26 pm

I assume your hedge fund of funds is a million dollar minimum for accredited investors only?  If not, please do tell. 

Feb 26, 2008 10:42 pm

I've sold alot of WASAX..Its held up fairly well..no you need just $500 for regular account

 
Its a AIVSX or caibx killer for us Joneses
Feb 26, 2008 11:38 pm

After just a quick glance on morningstar I'm of course intrigued.  But why do you call this a fund of hedge funds?

Feb 27, 2008 7:15 am
Jonesness:

I've sold alot of WASAX..Its held up fairly well..no you need just $500 for regular account

 
Its a AIVSX or caibx killer for us Joneses
 
WASAX is nice.  I like using that, CAIBX, Loomis Sayles Strat Income, and I used to use a lot of First Eagle Global (prior to closing).  Pair some of these together with a few other funds, and you get a nice even ride with good returns.  Smooths out the bumps.
Feb 27, 2008 8:09 am
Dark Knight:

After just a quick glance on morningstar I'm of course intrigued.  But why do you call this a fund of hedge funds?

 
Because this funds MO is true asset allocation, like a hedge fund. The Fund allocates from 0-100% of its assets between stocks, bonds and short-term instruments, across domestic and foreign securities. 
 
It's holdings are VERY flexible. Right now it is heavy cash, shorts and gold,  defensive plays.  This is a hedge fund for the masses.
Feb 27, 2008 10:29 am
Broker7:
Dark Knight:

After just a quick glance on morningstar I'm of course intrigued.  But why do you call this a fund of hedge funds?

 
Because this funds MO is true asset allocation, like a hedge fund. The Fund allocates from 0-100% of its assets between stocks, bonds and short-term instruments, across domestic and foreign securities. 
 
It's holdings are VERY flexible. Right now it is heavy cash, shorts and gold,  defensive plays.  This is a hedge fund for the masses.

 
So it would be more like an individual hedge fund rather than a fund of hedge funds right?  
Feb 27, 2008 10:36 am

How do you guys feel about the public hedge fund companies such as FIG and OZM? 

Feb 27, 2008 11:02 am

Dark, I look at current holdings, and if they agree with my market sentiment, I will track it.  Do the same with  FIG and oZM.

Feb 27, 2008 4:53 pm

hedge fund of funds often have 100m minimum, nw requirements are only 1.5mm for individuals.

Feb 27, 2008 5:50 pm

The only one I'm aware of that I can use here at RayJay is 1 mill minimum with 5 mill net worth.  Please correct me if I'm wrong. 

Mar 4, 2008 1:56 pm

I am not at Raymond James. 

Mar 5, 2008 7:03 am

Ivy Asset Strategy is good.

For markets like these,, also look at Janus Adviser Long Short.
Run by David Decker, great stock picker, low volatility, sold returns last year, which was first full year of the fund. Normally want funds with a 5 year track record, but in this case, with Decker at the helm, I'm ok with it.
Sense of Urgency: Talk fo the fund closing to new investors in the next month or two.
Minimum initial: $10,000
Mar 5, 2008 10:07 am

I too have been using WASAX (Ivy Asset Strategy) with great success. I would not call it a hedge fund but it is certainly a flexible fund. Other funds that I have paired w/ this and have helped during this correction have been MDLOX (Blackrock Global Asset Alloc), PRWCX (TROWE Capital Apppreciation), RYMFX (Rydex Managed Futures), DPDFX (Delaware Div. Income, Pimco Real Return, and ITHAX (Hartford Cap. App).

Mar 8, 2008 8:19 pm

good idea flow...any more?

i have used managed futures n the past, but they really only do well with directional volatility.

Mar 8, 2008 9:00 pm

Managed futures has been the best performing asset class in my clients portfolios since last October's high so I've been very happy to have them and they do work for this type of environment. That along w/ some managers like Ivy Asset Strategy, Blackrock Global Allocation, Pimco Real Returns (inflation protected bonds), and cash/bonds has worked very well for me.