HOUSE_OVERSIGHT_024175.jpg
2.56 MB
Extraction Summary
1
People
5
Organizations
2
Locations
0
Events
1
Relationships
3
Quotes
Document Information
Type:
Financial market analysis / presentation slide
File Size:
2.56 MB
Summary
This document is a UBS financial presentation slide dated June 18, 2012, analyzing hedge fund strategies amidst the Eurozone crisis. It provides strategic recommendations favoring relative value and event-driven strategies due to market volatility, while outlining positive and negative economic scenarios. The document bears a 'HOUSE_OVERSIGHT' Bates stamp, indicating it was produced as part of a congressional investigation, likely related to financial records.
People (1)
| Name | Role | Context |
|---|---|---|
| Cesare Valeggia | CIO's asset class specialist |
Listed as the contact for further information at the bottom of the UBS document.
|
Organizations (5)
| Name | Type | Context |
|---|---|---|
| UBS |
Creator of the document/presentation.
|
|
| S&P 500 |
Used as a benchmark for comparison.
|
|
| MSCI |
Referenced regarding MSCI world performance in May 2012.
|
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| HFRI |
Cited as a source for the performance data.
|
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| House Oversight Committee |
Implied by the Bates stamp 'HOUSE_OVERSIGHT_024175'.
|
Relationships (1)
Listed as 'CIO's asset class specialist' with a UBS email address.
Key Quotes (3)
"We expect hedge funds (HF) to offer positive asymmetric returns characteristics vs. the S&P 500 due to active management and stop-loss strategies."Source
HOUSE_OVERSIGHT_024175.jpg
Quote #1
"Active risk management is instrumental for capital preservation during adverse market conditions."Source
HOUSE_OVERSIGHT_024175.jpg
Quote #2
"The real reason to own this strategy, however, is the potential for out-sized return in distressed, high yield and other credit investments as the Eurozone crisis plays out."Source
HOUSE_OVERSIGHT_024175.jpg
Quote #3
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