Hefboomfondsen: Van Jones tot vandaag, met een focus op de Belgische markt



Dovnload 495.56 Kb.
Pagina15/15
Datum20.08.2016
Grootte495.56 Kb.
1   ...   7   8   9   10   11   12   13   14   15

6.4Internet





  • A beginner’s guide to hedging, http://www.investopedia.com/articles/basics/03/080103.asp.




  • Accredited Investor Magazine, http://www.hedgeworld.com/news/magazine.







  • Baker Library Guide to Hedge Funds, http://www.library.hbs.edu/guides/hedgefunds/.




  • Bank Delen Nieuwsbulletin, http://www.delen.be/downloads/nieuwsbulletin/bulletin200409.htm.




  • Euclid Financial Group, http://www.euclidgroup.com/.




  • Financial Concepts Tutorial, http://www.investopedia.com/university/concepts.




  • Funds of hedge funds, http://www.investopedia.com/articles/nasd/fundofhedgefunds.asp.




  • Guide to stock picking strategies, http://www.investopedia.com/university/stockpicking.




  • Hedge Index, http://www.hedgeindex.com.

  • Index Investing Tutorial, http://www.investopedia.com/university/indexes.







  • Introduction to hedge funds - part two, http://www.investopedia.com/articles/03/121003.asp.




  • Magnum Bear & Bull Fund, http://www.magnum.com/offshore/funds/mbbf/mbbf.asp.




  • Mamma.com Inc. Profitable in Fourth Quarter and Increases Sales by 127%, http://www.mammamediasolutions.com/corporate/pr/2004/03-01-04.html, 01 maart 2004.




  • Margin Trading Tutorial, http://www.investopedia.com/university/margin.




  • Merck’s headache, http://www.fool.com/news/take/2004/take040930.htm.




  • MCCLURE, B., Taking a look behind hedge funds, http://www.investopedia.com/article302.asp.




  • Mutual Fund Basics Tutorial, http://www.investopedia.com/university/mutual funds.




  • Options Basics Tutorial, http://www.investopedia.com/university/options.




  • Short Selling Tutorial, http://www.investopedia.com/university/shortselling.




  • Tsunami deert verzekeringssector niet, http://www.trends.be/CMArticles/ShowArticle.asp?articleID=37528§ionID=1065, 06 januari 2005.




  • Yahoo! Finance, http://finance.yahoo.com.




  • Zeff Capital Offshore Fund, http://www.magnum.com/offshore/funds/zcof/zcof.asp.

6.5Rapporten en papers





  • EICHENGREEN, B. en MATHIESON, D., Hedge funds: What do we really know?. IMF, 1999.




  • FUNG, W. en HSIEH, D.A., A primer on hedge funds. Durham, Fuqua School of Business, Duke University, 1999.




  • Hedge Funds: Building a diversified portfolio, Merrill Lynch, 2004.










  • KBC Life Long Short Quant Global Fiche, KBC Asset Management, 2004.




  • KBC Life Long Short Quant Global Beheersreglement, KBC Asset Management, 2004.




  • Optimaal gewicht van alternatief beheer in een gediversifieerde portefeuille, Dexia Asset Management, 2004.


6.6Presentaties





  • Permal, Family of funds. Permal, 2004.




  • Permal Long Short Equity Holdings N.V.. Permal 2005.



6.7Woordenboeken





  • Dictionary of Finance and Investment Terms. Barron’s Financial Guide 1998, fifth edition.


6.8Koninklijke besluiten





  • Koninklijk Besluit van 04 maart 2005 met betrekking tot bepaalde instellingen voor collectieve belegging. In: Belgisch Staatsblad, 09 maart 2005, nr. 9844.


6.9Mondelinge en schriftelijke mededelingen





  • CAUWELAERT, W. VAN, E-mail i.v.m. Belgische Wetgeving, 02 februari 2005.




  • CBFA, Telefoongesprek i.v.m. KB van 03 maart 2005, 24 maart 2005.




  • PAEPEN, P., E-mail i.v.m. Belgische Wetgeving, 09 februari 2005.




  • PHILIPSEN, C., Interview met Quantitaive researcher KBC Life LSQG. Brussel, 05 april 2005.




  • SPIEGELEER, J. DE, Interview met manager Erasmus Capital. Brussel, 08 maart 2005.

7Bijlage 1

Deze bijlage bestaat uit een Excel Werkblad met de Risk-adjusted performance measures, zowel voor de strategieën, als voor de case studies, die gebruikt werden doorheen deze thesis.



1 P. TEMPLE, Hedge Funds, P. 15.

2 P. TEMPLE, Hedge Funds, P. 15.

3 R. VAN DER ELST, Winnen met aandelen, P. 354.

4 P. TEMPLE, Hedge Funds, P. 15.

5 http://www.delen.be/downloads/nieuwsbulletin/bulletin200409.htm

6 P. TEMPLE, Hedge Funds, P. 15.

7 R. VAN DER ELST, Winnen met aandelen, P. 54.

8 R. VAN DER ELST, Winnen met aandelen, P. 55.

9 Idem.

10 O. GILLIER, Introduction to portfolio management, P. 53.

11 R. VAN DER ELST, Winnen met aandelen, P. 53.

12 R. HORWITZ, Hedge fund risk Fundamentals, P. 29.

13 R. VAN DER ELST, Winnen met aandelen, P. 47.

14 A. DENEEF en A. GENTILE, Groen lachen met de Dollar. In: CASH, nr. 3, 2005.

15 A. DENEEF, “U zult de factuur betalen”. In: CASH, 23 september 2004.

16 Schatten op zolder: Solvay. In: Beurstips, 04 november 2004, p. 8.

17 http://www.trends.be/CMArticles/ShowArticle.asp?articleID=37528§ionID=1065

18 http://www.investopedia.com/terms/c/capm.asp

19 http://www.investopedia.com/university/concepts/concepts8.asp

20 P. TEMPLE, Hedge Funds, P. 7.

21 C. LOOMIS, The Jones nobody keeps up with. In: Fortune Magazine, nr. 73, P. 237.

22 C. LOOMIS, The Jones nobody keeps up with. In: Fortune Magazine, nr. 73, P. 237.

23 A. JONES, Fashion in forecasting. In: Fortune Magazine, nr. 39, p. 88.

24 R. HIGGS, The American Transition, 1945-1947. In: The journal of economic history, 01 september 1999.

25 A. JONES, Fashion in forecasting. In: Fortune Magazine, nr. 39, p. 88.

26 http://www.investopedia.com/university/shortselling/

27 P. TEMPLE, Hedge funds, p. 18.

28 J. NICHOLAS, Market neutral Investing, p.179.

29 Ibidem, p.180.

30 Idem.

31 J. NICHOLAS, Market neutral Investing, p.181.

32 http://www.investopedia.com/university/stockpicking/stockpicking2.asp

33 A. JONES, Fashion in forecasting. In: Fortune Magazine, nr. 39, p. 88.

34 J. MURPHY, Charting made easy, s.p..

35 http://www.investopedia.com/university/technical/technical9.asp

36 J. NICHOLAS, Market neutral investing, p. 182.

37 O. GILLIER, An introduction to portfolio management, p. 42.

38 http://www.fool.com/news/take/2004/take040930.htm

39 W. Tilson, Buffetesque superinvestors. In: Fool.com, 23 januari 2004.

40 J. NICHOLAS, Market neutral investing, p. 183.

41 R. VAN DER ELST, Winnen met aandelen, p. 188.

42 R. VAN DER ELST, Winnen met aandelen, p. 169.

43 J. NICHOLAS, Market neutral investing, p. 183.

44 R. VAN DER ELST, Winnen met aandelen, p. 253.

45 http://www.investopedia.com/terms/d/ddm.asp

46 J. NICHOLAS, Market neutral investing, p. 186.

47 R. VAN DER ELST, Winnen met aandelen, p. 195.

48 J. NICHOLAS, Market neutral investing, p. 187.

49 Idem.

50 Ibidem, p. 189.

51 Idem.

52 C. LOOMIS, The Jones nobody keeps up with. In: Fortune Magazine, nr. 73, P. 237.

53 J. NICHOLAS, Market neutral investing, p. 190.

54 http://www.mammamediasolutions.com/corporate/pr/2004/03-01-04.html

55 M. DAVIS, Cardinal Sin: Shortfall unleashes rout. In: TheStreet.com, 01 juli 2004.

56 http://www.investopedia.com/university/margin/

57 D. HEREMANS, J. VANNESTE, M. DOMBRECHT en S. PLASSCHAERT, Geld en financiewezen, p. 45.

58 http://www.investopedia.com/university/options/option2.asp

59 D. HEREMANS, J. VANNESTE, M. DOMBRECHT en S. PLASSCHAERT, Geld en financiewezen, p. 42.

60 J. NICHOLAS, Investing in hedge funds, p. 51.

61 C. LOOMIS, The Jones nobody keeps up with. In: Fortune Magazine, nr. 73, P. 237.

62 J. NICHOLAS, Investing in hedge funds, p. 51.

63 Ibidem, p. 52.

64 C. LOOMIS, The Jones nobody keeps up with. In: Fortune Magazine, nr. 73, P. 237.

65 P. TEMPLE, Hedge funds, p. 10.

66 C. LOOMIS, The Jones nobody keeps up with. In: Fortune Magazine, nr. 73, P. 237.

67 J. NICHOLAS, Market neutral investing, p.204.

68 From alpha to omega. In: Economist.com, 15 juli 2004.

69 SEC, Implications of the growth of hedge funds, p. 43.

70 Beleggingsclubs voor rijke elite. In: De Standaard online, 31 maart 2000.

71 J. NICHOLAS, Investing in hedge funds, p.29.

72 Idem.

73 H. OOGHE, M. DELOOF en S. MANIGART, Handboek bedrijsfinanciering, p. 309.

74 C. LOOMIS, The Jones nobody keeps up with. In: Fortune Magazine, nr. 73, p. 237.

75 J. NICHOLAS, Investing in hedge funds, p.46.

76 Ibidem, p.47.

77 Koninklijk Besluit van 04 maart 2005 met betrekking tot bepaalde instellingen voor collectieve belegging. In: Belgisch Staatsblad, 09 maart 2005, p. 7.

78 R. HORWITZ, Hedge fund risk fundamentals, p. 11.

79 Ibidem, p. 12.

80 F. S. LHABITANT, Hedge funds: Quantitative insights, p.65.

81 http://www.investopedia.com/terms/s/sharperatio.asp

82 F. S. LHABITANT, Hedge funds: Quantitative insights, p.65.

83 F. S. LHABITANT, Hedge funds: Quantitative insights, p.65.

84 Ibidem, p. 75.

85 F. S. LHABITANT, Hedge funds: Quantitative insights, p.75.

86 Ibidem, p.76.

87 Ibidem, p.73.

88 http://www.investopedia.com/terms/j/jensensmeasure.asp

89 F. S. LHABITANT, Hedge funds: Quantitative insights, p.74.

90 Idem.

91SEC, Implications of the growth of hedge funds, p. 34.

92 J. NICHOLAS, Investing in hedge funds, p. 78.

93 Ibidem, p. 79.

94 Aptus Capital Offshore Fund, http://www.magnum.com/offshore/funds/acof/acof.asp.

95 J. NICHOLAS, Investing in hedge funds, p. 76.

96 P. D’HOORE, De 100 kapitale vragen van Paul D’Hoore, p. 36.

97 SEC, Implications of the growth of hedge funds, p. 35.

98 Idem.

99 J. NICHOLAS, Investing in hedge funds, p. 72.

100 http://www.magnum.com/offshore/funds/zcof/zcof.asp.

101 J. NICHOLAS, Investing in hedge funds, p. 73.

102 J.B., ‘Aasgierfondsen’ niet laten begaan. In: De Standaard, 13 mei 2002.

103 A. JOHNSON, Dark skies. In: Competitive Intelligence, 15 september 2004.

104 SEC, Implications of the growth of hedge funds, p. 35.

105SEC, Implications of the growth of hedge funds, p. 35.

106 J. NICHOLAS, Investing in hedge funds, p. 70.

107 J. NICHOLAS, Investing in hedge funds, p. 69.

108 Euclid Financial Group, http://www.euclidgroup.com.

109 J. NICHOLAS, Investing in hedge funds, p. 71.

110 KBC Life Convertible Arbitrage Fiche, KBC Asset Management, 2001.

111 O. GILLIER, An introduction to portfolio management, p. 65.

112 Dictionary of Finance and Investment Terms, Barron’s Financial Guide 1998, fifth edition, p.30.

113 Optimaal gewicht van alternatief beheer in een gediversifieerde portefeuille, Dexia Asset Management, 2004.

114 W. DE PRETER, Evenwichtige portefeuille mag tot een vijfde hefboomfondsen bevatten. In: De Standaard, 24 april 2003.

115 P. VAN MALDEGEM, Hefboomfondsen als diversificatiemiddel. In: De Tijd, 16 maart 2004.

116 P. D’HOORE, De 100 kapitale vragen van Paul D’Hoore, p. 36.

117 P. TEMPLE, Hedge Funds, p. 89.

118 B. EICHENGREEN en D. MATHIESON, Hedge funds: What do we really know?, IMF, September 1999.

119 The latest bubble?. In: The Economist online, 30 augustus 2001.

120 B. EICHENGREEN en D. MATHIESON, Hedge funds: What do we really know?, IMF, September 1999.

121 Borrowing and betting. In: Economist.com, 10 juni 2004.

122 Funds of hedge funds, http://www.investopedia.com/articles/nasd/fundofhedgefunds.asp.

123 Funds of hedge funds, http://www.investopedia.com/articles/nasd/fundofhedgefunds.asp.

124 Idem.

125Magnum Bull & Bear Fund, http://www.magnum.com/offshore/funds/mbbf/mbbf.asp.

126 KBC entre dans la ronde des “hedge funds” via la branche 23. In: L’Echo de la bourse, 30 juni 2001.

127 KBC Life Long Short Quant Global Fiche, KBC Asset Management, 2004.

128 KBC Life Long Short Quant Global Beheersreglementen, KBC Asset Management, 2004.

129 http://www.magnum.com/offshore/funds/acof/acof.asp.

130 Permal, family of funds, Permal, 2004.

131 Permal Long Short Equity Holdings N.V., Permal, 2005.

132 P. DAVIS, The search is now on for new ideas. In: The Financial Times, 2004.

133 D. BREWSTER en P. SKYPALA, Hedge fund shakeout expected. In: The Financial Times, 04 oktober 2004.

134 Idem.

135 Islamic funds: Characteristics and Shariah compliances. In: Eurekahedge, 2004.

136 W. WALLIS, Islamic hedge funds given the go-ahead. In: The Financial Times, 11 oktober 2004.

137 W. WALLIS, Islamic hedge fund won’t be caught short. In: The Financial Times, 11 oktober 2004.

138 Index Investing Tutorial, http://www.investopedia.com/university/indexes.

139 P. ORANIKA, More hedge funds seeking performance in private equity. In: Hedgeco.net, 02 december 2004.

140 P. ORANIKA, Hedge funds becoming more active in traditional lending. In: Hedgeco.net, 15 november 2004.

141 Y.C. OOI en C.S. YEH, Opportunities abound as China’s fund market opens up. In: Eurekahedge, 2004.

142 S.M., Hefboomfondsen zijn gevaar voor buy out markt. In: De Tijd, 23 september 2004.



1   ...   7   8   9   10   11   12   13   14   15


De database wordt beschermd door het auteursrecht ©opleid.info 2017
stuur bericht

    Hoofdpagina