We are very honoured to be ranked among the top 3 fund selectors by SharingAlpha as of September 1, 2022. The rankings are based partly on how well the selectors’ assessed the future performance of the funds they chose against the returns of a comparable ETF. We would like to congratulate our entire team for their work in achieving a triple alpha ranking, which reflects our commitment to identifying high-conviction funds across all asset classes Along with asset allocation,

It is a great pleasure for the Alfinas team to contribute to the success of the next edition of the Swiss Institutional Investor Forum Join us at the Markets Group Fall Forum 2022 for an insightful panel discussion. Along with her co-panellists, our founding partner, Marie-Laure Mikkelsen, will address the topic of evaluating investment strategies in real assets, infrastructure and real estate, and seek to shed light on the current state and trends of tangible asset markets.

Beware of imposters posing as Alfinas and Songhai Capital Partners' officers or claiming to represent the companies or company group affiliates. members and principals. Alfinas Investment Group, Ltd has recently learned through Linked-in and Zoominfo.com of a group of persons mainly based in Africa involved in posing as the company officers or falsely claiming to represent the company or company group affiliates while soliciting or offering business opportunities, employme

Capital inflows into the hedge funds sector have reached record levels, but the emerging managers are still finding it harder than ever to raise capital. While much of the empirical research suggests that smaller fund managers have outperformed their larger counterparts, most new allocations have been concentrated in a handful of funds and strategies with assets in excess of $4 billion. Smaller and emerging fund managers often go unnoticed by investors because they lack trac

Reflection Series - Inflation and your portfolio: Part III Numerous economic indicators and heightened geopolitical risks point to increased market volatility and recession risks for the second half of 2022 and the year ahead. Investors are well advised to switch to an all-weather portfolio framework for smoother navigation through the vagaries of economic, business and asset cycles. The all-weather or all-season portfolio concept is an asset allocation approach that aims to

Reflection Series - Inflation and your portfolio: Part Ii For a generation of investors who have rarely had to worry about their wealth being eroded by inflation, the surge seen since the beginning of the year will mark a major change in their investment habits and should lead them to consider some strategic adjustments, particularly in some of the asset classes in which they have underinvested over the past decade. There are many ways for investors to protect themselves agai

Reflection Series - Inflation and your portfolio: Part I Understanding the mechanics of inflation is essential for investing, as inflation can reduce the value of investment returns. After several years of relative calm, inflation is expected to reach its highest level in four decades. Investors need to be aware of the causes of inflation, how it affects their portfolios, and what to do when the investment landscape changes so that they can protect their portfolios, and maint

Despite a record level of green bond issuance, the African market accounts for less than 1% of global issuance. Unfortunately, this type of financing remains largely under-utilised in Africa, even though it has the potential to foster a just transition and achieve development goals, particularly in the under-resourced infrastructure sector . Africa is urbanising at a high rate, creating a growing demand for public services and infrastructure for cities and transportation. Th

It is a great pleasure for the Alfinas team to contribute to the success of the next edition of Emex Europe 2022. Wednesday, June 1, 2022, 14 at 9:10 am, CET/CEST (Cent Europe Summer, GMT + 2). Join us at Emex Europe for an insightful panel discussion. Together with our co-panellists, we will debate the crucial topic of communication, and strive to shed some light on what the perfect pitch might be from an allocator's perspective, https://informaconnect.com/emex-europe/speake

Discovery Path - DeFi Investing Series: Part III Since the beginning of 2020, the global value locked up in DeFi contracts has grown from $650 million to $66 billion. DeFi yield contracts have opened the door to a higher level of sophistication and a more diverse set of investment opportunities for crypto investors to add new dimensions to their investment and trading strategy. DeFi refers to a set of smart contracts used to perform transactions and services in cryptofinanc

The cannabis industry is booming, supported by increasing legalisation and an influx of capital from venture capitalists and other investors. In recent years, the opening of the medical cannabis market has progressed rapidly not only in North America but also worldwide, resulting in a long list of start-ups, IPOs and also a wave of cannabis-related mergers and acquisitions involving production, distribution, real estate, retail and other businesses. In less than a decade, mar

INNOVATION IN DIVERSITY & INCLUSION EMERGING MANAGER INVESTMENT PROGRAM EMSP (Slp), the first Europe-based investment program for emerging managers committed to diversity, equity and inclusion strategy, has announced a new call for proposal (RFP) for its second seeding round (Funding 2022-2024). For the second funding round (2022-2024) - with an expected allocation of $ 1.350 billion - the investment policy will focus on two main themes: (1) diversity, equity and inclusion a

ESG -Sustainability - Impact Bond investing

Discovery Path - DeFi Investing Series: Part II Billions of dollars worth of cryptocurrency are flowing through DeFi applications, and the market is growing exponentially and offers an exciting new field with many opportunities that users with the right amount of knowledge, experience, and insight, could deploy wisely their funds and earn healthy returns. The building blocks of the crypto-financial system Decentralised finance (DeFi) is reinventing the foundations of tra

Around the world, the legalisation of marijuana is regularly discussed in political circles. However, marijuana as a pharmaceutical product - cannabis and cannabidiol (CBD) - is gaining acceptance, mainly for the treatment of chronic pain, but research shows the beneficial application in the treatment of cancer and multiple sclerosis. The global legal marijuana market was valued at $9.1 billion in 2020 and is expected to grow at a compound annual rate of 26.7% from 2021 to 2

Closely tracking the performance of their underlying assets, Crypto ETFs (Exchange-Traded Funds) have averaged a double-digit decline since the beginning of the year, forcing investors to withdraw more than $186 million from the funds, 70% of which belong to Bitcoin ETFs. From a high of over $68,000 per coin in November 2021 to a low of less than $39,000 per coin in January 2022, the crypto bloodbath has taken the Bitcoin ETF from the most successful product launch of all tim

Blockchain was among the hottest and best performing sectors in 2021. The global blockchain market was valued at nearly $5 billion in 2021, with highly optimistic forecasts suggesting it could grow more than tenfold to more than $67 billion by 2026. Blockchain is best known as the technology behind crypto-currencies, where coins are exchanged and their records kept in a decentralised manner. But the blockchain principle can be applied to many sectors, processes and cases. It

It is sometimes difficult to express one's thoughts clearly in writing, especially if one is an emerging manager with little experience in this complicated exercise. Yet, accurate written communication is essential for all managers seeking to build a professional reputation and raise capital. Clarity of language in the fund documentation. is essential to successful communication. When your presentations, factsheets, performance updates and research notes are easy to understa

Discovery Path - DeFi Investing Series: Part I The rise of blockchain is set to bring about major changes in the behaviour of banks and other financial intermediaries and their implications for new financial aggregates such as DeFi. DeFi is the promise of open access for all to financial services such as borrowing, lending and investing, without intermediaries, but through blockchains and crypto-currencies. After a decade of attempted partial reintermediation, the phenomen

Capital raising is the most important part of the fund creation process. If the manager is not able to raise enough capital to cover the start-up and operating costs of the fund, it will quickly fail. Empirical research has shown that chronic fundraising difficulties and failures explain why less than 20% of all start-ups and emerging managers manage to reach the symbolic threshold of $100 million in assets under management. Launching a new investment fund is no small task.