1. Fund Manager Compensation Cumming & Johan (2009, Chapter 6) 2. Chapter Motivation Size of venture capital markets per GDP differs significantly across developed and…

1. Hochberg, Yael V., Alexander Ljungqvist, and Yang Lu, “Whom You Know Matters: Venture Capital Networks and Investment Performance.” Journal of Finance 62 (February…

1. Fund Covenants Cumming & Johan (2009, Chapter 5) 2. Chapter Objectives Identify five main categories of covenants: investment decisions, investment powers, types of…

1. OPPORTUNITIES IN REAL ESTATE Residential Income Arbitrage Q1 2015 2. Legal Disclosures . . . . . . . . . . . . . . . . . . . . . . . 3 About Adagio . . . . . . . . . .…

1. Kestrel Global Portfolio May 2015 2. 2Kestrel Global Portfolio Table of Contents Performance 3 Fund Holdings 4 Asset Class Optimisation 5 Dynamic Risk Allocation 7 Fund…

1. HIGH YIELD EMERGING MARKETS BONDS 2. 2 TABLE OF CONTENT Content Page 1. The Firm and The Team 3-5 2. Global Emerging Markets HY Bonds 6-11 3. Macro Vision 12 4. Our Edges…

1. JP Omega Ltd. Discussion Document Berlin, April 8, 2015 JP Omega Ltd. JP Omega Ltd. Portfolio Analysis Franklin Mutual European Fund 2. Name Franklin 231 Currency EUR…

Slide 1 Opportunities in GLOBAL CREDIT Italian Forum, Milan 8 th November 2007 Frank Engels, Chief Economist Global Credit Team Hillside Apex Fund High Income Fund Slide…

Slide 1 © Cumming & Johan (2013)Fund Management Fund Covenants Cumming & Johan (2013, Chapter 5) 1 Slide 2 © Cumming & Johan (2013)Fund Management Chapter Objectives…