🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% eachUnlock Stocks

INTERVIEW-Ex-UBS fund manager's new firm defies 2 & 20 rule

Published 07/01/2009, 05:30 PM
Updated 07/01/2009, 05:40 PM
UBSN
-

By Joseph A. Giannone

NEW YORK, July 1 (Reuters) - Investors up in arms about the high fees and secretive ways of hedge funds have found an unlikely ally -- veteran money manager Brian Singer.

Two years after leaving UBS Global Asset Management, where he managed $200 billion in assets as Americas chief investment officer, Singer announced on Wednesday the launch of Singer Partners LLC. He believes the new firm, which will manage about $1 billion initially, could grow to $15 billion over time.

To help get him there, Singer is challenging some long standing industry practices, including the standard 2 percent management fee and 20 percent of annual fund profits.

"The industry is begging for some level of integrity in performance fees that they haven't seen in the past; performance fees that actually align the interests of managers and clients," Singer said in an interview. "The 2 and 20 fees don't do that."

Instead Singer Partners will charge a 1 percent management fee and 20 percent for performance, but only after five years and only for performance that exceed Treasury returns adjusted for market conditions.

Other policies that will surely alienate peers is Singer's promise to provide transparency, a key consideration after many investors were stung by losses and the Madoff scandal.

"We're forming a partnership with our clients. We're not here to make money every single month or every quarter. We take risks and sometimes we'll be wrong."

Hedge fund managers, used to holding all the cards, are under pressure to offer better terms to investors after last year's lock ups, redemption gates and poor returns.

UBS PARTNERS

Singer, who learned his craft at Chicago's Brinson Partners, a money manager that has been part of UBS and its predecessors for 15 years, will be chief investment officer. Other founding partners from UBS include Edwin Denson, former UBS head of asset allocation; Thomas Clarke, head of currency analysis and strategy; Edouard Senechal, senior risk manager; and Renato Staub, senior asset allocation and risk analyst.

In the near term, Singer is trying to nail down two anchor investors: a private bank and an institutional investor, such as a sovereign fund. Over time Singer expects the firm's assets to expand to $15 billion.

Aside from trying to outperform the market through some long-term, contrarian bets, Singer plans to strike a better balance with clients. The fund will offer "100 percent" transparency, impose no lock ups and let investors redeem shares each quarter.

The fund will charge an exit fee that reflects the size of assets withdrawn. Singer said these fees will go back into the fund to compensate other investors.

Singer is venturing on his own at a turning point in the hedge fund business, when two decades of rapid growth gave way to last year's credit crunch. Losses and record withdrawals forced dozens of fund managers to shut down and has made it difficult for even talented traders to launch firms.

Although conditions have improved since Lehman Brothers collapsed last fall, it is still a tough time for managers to get off the ground. But Singer, who traveled the globe during the past year meeting investors, says people are starting to rethink their portfolios.

"That's not to say hedge funds are bad, but what investors really need is more appropriate fees, transparency and liquidity, the things they didn't get," he added. (Editing by Andre Grenon)

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.