Finding neglected alpha in non-traditional hedge fund markets (Part 2)

In Part 2 of Opalesque.TV’s interview with PineBridge Investments Head of Hedge Fund Solutions Bob Discolo, Bob describes his views on accessing neglected alpha in non-traditional hedge fund markets like Brazil, South Africa, Australia, China, other parts of Asia, and finding opportunity where you wouldn’t think to look.

According to Bob, while there are not that many managers in these smaller markets and they are not that big, engaged investors are attracted to these skilled managers operating often in areas “completely different than what we are seeing in the (United) States”. By accessing this hidden alpha, portfolios can add necessary customization and diversification, decrease risk and also add excess returns.
In his work of customizing portfolios and making them as diversified as possible, Discolo aims to include “different people doing different things in different places”.

Hear him speak about:
* Maintaining a presence in 32 countries to access the global talent pool
* Why Japan is a hidden opportunity
* Deconstruction of foreign hedge fund returns can reveal “totally different types of alpha”
* How hedge funds benefit from investors’ inflation fears
* How to build portfolios that display consistent returns
* The role of “slam dunk opportunities”, including imminent European sell-offs
* Why funds of funds will transition to more of an advisor role

Part one of this video can be viewed here: http://www.opalesque.tv/hedge-fund-videos/robert-discolo/1

Robert Discolo, CFA: Bob joined PineBridge in 1999 and is a Managing Director in Alternative Investments and Head of the Hedge Fund Solutions Group. Mr. Discolo has over 20 years experience with major financial institutions in various capacities relating to investment products, primarily hedge and private equity funds.

Previously, he held positions at PaineWebber Inc., Bank Julius Baer, and Merrill Lynch & Co, where his responsibilities included creating portfolios of hedge funds for private and institutional clients, development of hedge fund and private equity products, oversight of business structure and development for hedge funds and hedge fund of funds, and managing the evaluation and selection process of hedge funds for both discretionary and advisory clients.

Mr. Discolo also was President of the European Warrant Fund (a NYSE listed closed-end fund) and Julius Baer International Equity Fund. Mr. Discolo received a BS in accounting from St. John's University and an MBA from the Lubin School of Business at Pace University. He holds Series 7 and Series 24 licenses and he is a CFA and CAIA charterholder. Mr. Discolo is also a CPA and a member of the AICPA, CFA Institute, CAIA Association, GARP, and NY Society of Security Analysts.
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In Part 2 of Opalesque.TV’s interview with PineBridge Investments Head of Hedge Fund Solutions Bob Discolo, Bob describes his views on accessing neglected alpha in non-traditional hedge fund markets like Brazil, South Africa, Australia, China, other parts of Asia, and finding opportunity where you wouldn’t think to look.

According to Bob, while there are not that many managers in these smaller markets and they are not that big, engaged investors are attracted to these skilled managers operating often in areas “completely different th ...more