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400 Capital Management
Latest News
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Hedge fund 400 Capital gains on RMBS bets, makes new hires
Hedge fund 400 Capital returned 3.26 percent during the first three months of 2014, beating its benchmarks as bets on residential mortgage backed securities paid off. The firm, founded five years ago and run by Chris Hentemann, told clients in its first quarter letter seen by Reuters, “The overweighting to RMBS (residential mortgage-backed securities) drove absolute returns for the fund in 1Q14.”
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Barron’s Best 100 Hedge Funds (Ranked #37)
Barry Rosenstein’s Jana Partners shares a couple of traits with other leading performers in Barron’sTop 100 Hedge Funds. This year, many of them are equity specialists that focus on a short list of companies they get to know extremely well.
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Are commercial mortgages the next big thing for hedge funds?
Gleaming office towers, corporate office parks and big box retail stores could be the next big thing for Wall Street traders. Some of the smart money certainly thinks so. Hedge funds focused on buying and selling securities backed by assets like home loans and credit card payments—known as structured credit or asset backed funds—are increasingly betting on commercial mortgages.
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400 Capital hires Yeung for agency mortgage strategies
Hedge fund 400 Capital, which invests primarily in residential and commercial mortgage-backed securities, hired a new executive to position itself to make money in mortgage-backed securities issued by government sponsored agencies like Freddie Mac, Fannie Mae and Ginnie Mae.
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Follow the big money into CF?
CNBC’s Josh Lipton looks at Facebook closing in on its $38 IPO price. The FMHR traders discuss what to do with shares of CF Industries after Dan Loeb of Third Point, revealed his stake in the company, while Steve Weiss and Mike Murphy debate the bull versus bear case on Potash and Mosaic. And Chris Hentemann, Hedge Fund 400 Capital, weighs in on today’s Case-Shiller report and how to play the housing rebound by looking for investment opportunities in mortgage credit.