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Qualitative Analysis Related News
in chronological order

See also: Qualitative Analysis Related Books, Qualitative Analysis Related Scholarly Papers, or Qualitative Analysis Home Page.

Table of Contents:

April 2006
- April 10 - IOSCO aims at offering qualitative svcs to investors
- April 9 - Qualitative screen only way to invest in China, says Martin Currie
July 2006
- July 25 - Ex-SEC Chair: Earnings Are Meaningless
January 2006
- January 31 - Gruh Finance launches risk based pricing for home loans
- January 30 - Why Is Local Bond Market Shunned by Foreign Investors?
- January 26 - FinLab SA Announces its First North American Office and the...
- January 24 - BluMont Canadian Opportunities Fund Reaches Five-Year Performance
- January 23 - HedgeFund.net Enters Into Hedge Fund Data Agreement with Imagineer...
- January 17 - When the "Top 25" Meets the "Top 12"

IOSCO aims at offering qualitative svcs to investors

April 10, 2006

From Moneycontrol.com:
Phillippe Richard, Secretary General, IOSCO highlights on what is being done by way of facilitating investigations and implementation of their surety principles. He informs that, they have a surging direction that was endorsed in 2005 and are focusing on the corporation on exchange of information.

Excerpts from CNBC-TV18's exclusive interview with Phillippe Richard:

Q: Let's begin with private equity funds that seem to be capturing the imagination of market men. Is that a problem at all? Does the IOSCO think that the growth of private equity and the lack of disclosures from these units could pause a systemic risk to capital markets around the world?

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Qualitative screen only way to invest in China, says Martin Currie

April 9, 2006

From Citywire:
Martin Currie has gone against the grain of most fund managers’ investment processes by introducing a qualitative screen before carrying out quantitative analysis on its Greater China fund.

This is due to the fact that Asian and particularly Chinese companies do not provide complete data records necessary for an effective quant screen, according to the fund house.

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Ex-SEC Chair: Earnings Are Meaningless

July 25, 2006

From MSN Money:
"There ought to be more qualitative reporting," he said. He called for companies to make public how they're doing according to their internal measures, including morale.

On the topic of hedge funds, Donaldson said, "It defies logic that we would have a $1.3 trillion industry that isn't registered," with the SEC. He said securities regulators should have the right to inspect the records at hedge funds. A federal appeals court in June overturned new SEC regulation of the funds.

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Gruh Finance launches risk based pricing for home loans

January 31, 2006

From Cybernoon.com:
Gruh Finance Limited, a leading housing finance company has devised a unique and innovative methodology to price home loans based on the individual credit rating of each individual customer. The new methodology that does away with pricing linked to the tenure of the loan or the loan amount would allow GRUH to cater to a wider spectrum of the society.

While announcing the launch of this Credit Score linked pricing methodology, Sudhin Choksey, Managing Director, Gruh Finance Ltd., said “ This is a first time in the country a housing finance company has devised to decide loan price on the basis of individual rating score model for home loan on the basis of 21 parameters, which include cash flow, source of incomes, experience in the field, family size, insurance cover, banking and borrowing habits, medical history, future liabilities, spending trend, saving pattern, references etc. The leading rating agency CRISIL has validated it after statistical analysis of more than ten thousand cases and considered it as most prudent tool to decide the loan price.”

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Why Is Local Bond Market Shunned by Foreign Investors?

January 30, 2006

From The Korea Times:
Banks and bond market respectively take charge of two different aspects of funding channel -- indirect and direct financing -- for the real sector of an economy.

An economy equipped with a matured bond market, therefore, facilitates more flexible and equilibrated circulation of funds than otherwise.

Korea’s fund market has been traditionally overly dependent on banking sector, which is one of the historic characteristics of any fast growing economy.

One difficulty in bank-oriented economy is that the whole economy is vulnerable to stresses in banking sector.

As it being the only funding channel, any stress in banking sector causes congestion in fund supply, causing financial bottleneck in the other sectors including corporate sector. If Korean economy were equipped with a well functioning bond market, corporations would resort to it as an alternative when banks are squeezed. It means that the macro-economy would be less vulnerable to potential financial shocks. This is why development of bond market is emphasized in the context of stability of the national economy.

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FinLab SA Announces its First North American Office and the Appointment of Mr. Kristofer T. Kelleher as Director of Sales

January 26, 2006

From PR Web:
FinLab SA provides advanced software products and services to investment professionals making asset allocation decisions on Hedge Funds, Fund of Hedge Funds and Traditional Funds.

Mr. Denis de Pentheny O’Kelly CEO of Finlab SA said “given that nearly 50% of the $1.1 trillion hedge fund market and a major portion of the traditional fund market are based in the US, this makes it a key strategic initiative to develop our presence within the US. The acceptance of our product Packhedge™ by investment professionals globally and more especially in the US, meant that we needed to deploy locally based resources to exploit the potential that such a large market affords. Finlab SA already has built a substantial base of US clients which provides an ideal platform upon which to launch new products and services to current and prospective clients. We intend over the coming year to build a best in class organization in North America that will sell, market and support our products in what is the most mature and largest of markets in the world for hedge funds and traditional funds.”

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BluMont Canadian Opportunities Fund Reaches Five-Year Performance

January 24, 2006

From CCN Matthews:
BluMont Capital Inc. (TSX VENTURE:BCC) and its wholly-owned subsidiary, BluMont Capital Corporation ("BluMont") are pleased to announce that the BluMont Canadian Opportunities Fund (the "Fund"), which employs multiple investment styles with low correlation to one another, has reached its five-year performance anniversary. Established January 1, 2001, the Fund has produced an annualized return of 13.02% (since inception) versus 6.62% for the S&P/TSX Total Return Index Value and 7.97% for the HFRI Fund Weighted Index over the same period. Moreover, the Fund has produced positive returns each of the past five calendar years with annualized volatility of 9.82% (versus 14.00% for the S&P/TSX TRIV) and a Sharpe Ratio of 1.07.

The BluMont Canadian Opportunities Fund is the 9th-ranked alternative strategies fund in the 5-year category on GlobeFund.

The Fund strives to deliver consistently positive returns each year independent of the performance of the S&P/TSX Index by investing in multiple investment styles with low correlation to each other that also mitigate the overall risk of the portfolio through various hedging strategies by combining complementary and non-correlated strategies currently managed 45% by BluMont Capital, 25% by Hillsdale Investment Management, 10% by SciVest Capital Management, 10% by Integrated Managed Futures Corp and 10% by Orchard Asset Management.

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HedgeFund.net Enters Into Hedge Fund Data Agreement with Imagineer Technology Group

January 23, 2006

From Yahoo! Finance:
HedgeFund.net, a division of Channel Capital Group Inc., and software solutions company Imagineer Technology Group announce an agreement through which HedgeFund.net's proprietary database of hedge fund information is now available for use within Imagineer's Web-based due diligence platform.

HedgeFund.net's database has information on more than 5,200 hedge funds, funds-of-funds and CTAs worldwide.

"We are pleased to provide out data to Imagineer for use by their clients," said Donald C. Cacciapaglia, chairman and chief executive officer of HedgeFund.net. "As hedge funds are increasingly becoming the asset class of choice for sophisticated investors, those investors need as much data on as many different hedge funds as possible. Imagineer's customers will now have access to a broad range of data on hedge funds."

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When the "Top 25" Meets the "Top 12"

January 17, 2006

From The Motley Fool:
When sorting through the thousands of companies available for investment and listed on the U.S. exchanges, I use one pretty basic screen -- high return on invested capital, low price/normalized earnings, and high sales growth. That's one of the methods (in conjunction with qualitative research) I used to identify the stock I recommended for Stocks 2006, the top stock picks for the coming year from 12 Fools (myself included). That screen also led me to some strong competitors for my final choice, including now red-hot Thor Industries (NYSE: THO) and Polaris (NYSE: PII).

It's also more or less the method Joel Greenblatt identifies in his recent best-selling publication, The Little Book That Beats the Market. Greenblatt's mechanical screen has identified stocks that achieved double the market's returns. His screening method doesn't include my sales growth component, but it does examine return on capital and earnings yield. So I wasn't surprised to find my Stocks 2006 pick, as well as a couple of my finalists (including Thor and Polaris), high up on his list of "magical" stocks right now.

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