News

Download your copy here: Our latest Liquid Alternatives paper provides a concise introduction to SPACs (Special Purpose Acquisition Companies) before diving deep into SPAC arbitrage, which ranks amongst the least risky investments available and contains an attractive upside kicker on top.

In this publication aimed primarily at institutional investors, authors Ilario Scasascia and Ivo Hubli

  • explore the reasons why SPACs are now setting new records in terms of volume and absolute size in 2020
  • in detail explain the mechanics and lifecycle of SPACs, from the IPO, the target search, to the business combination
  • provide an overview of the SPAC market today
  • take a deep dive into investment opportunities and risks, with a special focus on SPAC arbitrage.


Please approach us to discuss the topic or develop ideas around it.

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Watch Matador’s founder and CIO Mitesh Parikh (ex Goldman Sachs and Balyasny Asset Management L.P.) answer the 5 most common questions about his global macro strategy and firm. Learn about their process for identifying opportunities and structuring trades.

A few weeks ago we announced our strategic collaboration with Matador Investment Management Ltd., Mitesh’s Dubai-based investment firm. Please approach us directly to learn more about the strategy and our collaboration, or browse www.progressivecapital.com to learn more about our company.

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We are delighted to announce that we have entered into a strategic collaboration with Matador Investment Management Ltd., the Dubai-based investment firm founded by trading veteran and CIO Mitesh Parikh (ex Goldman Sachs and Balyasny).

The goal of the collaboration is to combine Matador’s track record in discretionary global macro with Progressive’s experience in structuring liquid alternative investment solutions for institutional investors in Switzerland and abroad.

Here is the accompanying interview to our latest Niche Alternatives publication on investing in music royalties. To download the publication as a PDF, please visit download article.

In the video, Deputy CIO Flurin Grond notes that online music consumption was one of the first activities to recover after the initial COVID-19 market shock. He goes on to

  • look at the long-term revenue properties of music royalties;
  • gauge the overall market potential, and
  • identify key drivers that could turn this market into a USD 100 billion opportunity by the end of the decade.

Download it here: Our latest Niche Alternatives publication takes us deep into the music business and why investing into music royalties can be a powerful investment proposition.

Authors Flurin Grond, Thomas Kochanek and Werner Brönnimann note that online music consumption was one of the first activities to recover after the initial COVID-19 market shock.

They go on to

  • explain the various flavours of music copyrights;
  • look at the long-term revenue properties of music royalties;
  • gauge the overall market potential, and
  • identify key drivers that could turn this market into a USD 100 billion opportunity by the end of the decade.
     

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Complementary convex hedge fund strategies delivered meaningful positive returns during the abrupt and massive market sell-off caused by the spreading of Covid-19. They also generated gains during the preceding bull market in 2019.

In this paper, our Customised Solutions team points out that what worked as a bulletproof protective strategy during the last financial market drawdown cannot be relied on to protect a portfolio during the next one. Nevertheless, there are effective ways to combine downside risk management and robust absolute returns.

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So far, 2020 has been harsh to the markets and the economy. Yet, it could enter the history books as one of the best years for tanker company profits, according to the latest publication by our investment team.

In this piece on niche alternatives, Daniel von Allmen, Flurin Grond and Werner Broennimann focus on tanker rates within the shipping sector. They project oil oversupply levels, assess the potential impact of OPEC+ decisions, and outline why tanker operators may enjoy substantial profits in the coming months.

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Due to the current exceptional circumstances, we will postpone our Niche Alternatives conference originally scheduled for 26 May. Further information will be provided in due course.

Further to an existing mandate and a fund solution, their current team of four specialists will be joining Progressive Capital. 

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Please read our recent article published in the October issue of the magazine "Schweizer Personalvorsorge".

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The time to consider shipping as an investment has rarely been more interesting, according to the latest publication by our investment team. In this piece on niche alternatives, Daniel von Allmen, Flurin Grond and Werner Broennimann explore the shipping industry's drivers, current phase in the cycle, and IMO2020, which could act as a catalyst for the whole industry.

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In this video, CIO Daniel von Allmen and Deputy CIO Flurin Grond elaborate on the shipping industry, one of the key topics covered in this year's Niche Alternatives Conference. They go into detail on the overall market situation, the challenges shipping has gone trough, and what impact IMO 2020 will have.

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In this video, CIO Daniel von Allmen and Deputy CIO Flurin Grond debrief key topics covered in this year's Niche Alternatives Conference.

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In the BAI June Newsletter III/2019 Progressive Capital Partners published an article about the benefits of Niche Alternatives in the portfolio context.

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In this video, CIO Daniel von Allmen and Deputy CIO Flurin Grond talk about the skills, expertise, and the mindset it takes to be successful in Niche Alternative investing.   

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