Posts Tagged ‘Reagan Silber investing’
Reagan Silber: CommonWealth Opportunity Capital & Brazil
Friday, February 3rd, 2012
In a recent article about Brazilian interest rates, Adam Fisher of CommonWealth Opportunity Capital explains that, “We believe in the fundamental Brazil story, but even if we are wrong our “risk” has been very much hedged out.”
CommonWealth Opportunity Capital, where Reagan Silber is the President, explains that, “If the currency does nothing or appreciates the annualized yield is 7.35%. We can only lose if the currency drops by more than 16% AND the historical FX/CDS correlation breaks down. We employ eight times leverage in the structure.”
Tags: CommonWealth Opportunity Capital, President Reagan Silber, Reagan Silber, Reagan Silber investing
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Investment Opportunities as Explained by Adam Fisher
Thursday, January 26th, 2012
In a recent interview with Barron, Adam Fisher, Co-founder of CommonWealth Opportunity Capital with Reagan Silber, explains some of his company’s investment strategies. CommonWealth Opportunity Capital is a Los Angeles based hedge fund.
Asked about his overall investment themes, Adam Fisher explained that he sees three main “buckets” of world-wide investment locations. As he explained, “One holds Japan and Europe, where the debt problems can overwhelm any good things that can happen…The next bucket holds the guys with debt problems, but improving circumstances: the U.K. and the U.S…The third bucket holds the emerging markets. The fact that the developed markets are doing so badly helps them, because money is flowing their way very aggressively, and they don’t have the debt or stock problems I refer to.”
Tags: co-founder Reagan Silber, CommonWealth Opportunity Capital, Reagan Silber, Reagan Silber investing
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