OUR FIRM

OUR CLIENTS

Percentage of AUM by Client Type

All numbers are as of June 30, 2017 and based on firm-wide discretionary AUM.

INVESTMENT SOLUTIONS

Custom Hedge Fund and Other Solutions

Diversified Multi-Strategy

Early-Stage Managers

High Concentration

Low Volatility

Early-stage hedge fund opportunities tailored using managed accounts

Equity and Fixed Income

Emerging Markets

Liability-Driven Investing

Long-Only Active Equity

 

Long-only active equity investing in selected emerging markets implemented using on the ground research teams

Innovative liability-driven/long duration fixed income investment solutions

Focused long equity run by leading established alternatives managers

Strategic Advisory

Asset Allocation

Managed Account Platform

Manager Pipeline Management

 

Advisory services supporting institutional investor portfolios

PUBLICATIONS

Q4 2017

The “Internet” of Stocks and Bonds (Q4 2017)

Basil Williams, Managing Director and Head of Portfolio Management

Q3 2017

Connecting to More Opportunities in China (August 2017)

David Walter, Director

Q1 2017

Co-investments: A Framework for Investors (February 2017)

Andrew Ross, Associate Director

Q1 2017

2017 Outlook: Value in Volatility (January 2017)

Basil Williams, Co-Head of Portfolio Management

Q1 2017

Hedge Fund Identity Crisis Reshapes Asset Management (Q1 2017)

Basil Williams, Co-Head of Portfolio Management​

Q4 2016

Looking Beyond Brazil: Equity Opportunities in Latin America for Active Managers (October 2016)

Alper Ince, Sector Specialist: Long/Short Equity and Event-Driven Equity

Q3 2016

Tailored and Transparent: The Key to Absolute Return Funds Under Solvency II (Q3 2016)

Melanie Rijkenberg, Associate Director

Q2 2016

Distressed/Stressed Credit Investing: Small Can Be Beautiful (June 2016)

Raina Dong, Associate Director

Q2 2016

Investing in India – Light Amidst the Gloom (May 2016)

David Walter, Director

Q2 2016

Assessing Risk of Private Equity – What’s the Proxy? (Q2 2016​)

Alexandra Coupe, Associate Director

Q1 2016

Don’t Bet it Alt on Beta (January 2016)

Alexandra Coupe, Associate Director , Garrett Norman, Associate Director

Q4 2015

2011 – Back to the Future? (December 2015)

Andrew Ross, Associate Director

Q4 2015

Navigating Volatility in Emerging Markets Equities (November 2015​)

Alper Ince, Sector Specialist: Long/Short Equity and Event-Driven Equity

Q4 2015

Returnless Risk: Bonds – Investment or Insurance? (November 2015)

Ronan Cosgrave, Managing Director

Q2 2015

High Yield Energy Exposure: Hedging a Potential Combustion (June 2015)

Philip Wong, Associate Director

Q2 2015

401ks: Set It and Forget It? Think Again (June 2015​)

Jeff Willardson, Managing Director, Breanne Henkelman, Associate Director​

Q2 2015

The Dollar Effect: Small Cap vs. Large Cap (June 2015​)

Andrew Ross, Associate Director

Q2 2015

Why are Corporate Pension Plans Still Allocating to Hedge Funds? (April 2015)

Jane Buchan, Chief Executive Officer

Q1 2015

The Upside of Transparency and Control (Q1 2015)

Misha Graboi, Sector Specialist: Convertible Bond Hedging

Q1 2015

Opportunities Ahead: Asian Fixed Income and Currency Markets (February 2015)

David Walter, Director

Q1 2015

Smarter Hedging Using Swaptions (January 2015)

Ronan Cosgrave, Managing Director

Q1 2015

The World is Round…well, at least not completely flat! (January 2015​)

Mayer Cherem, Sector Specialist: Opportunistic Investments

Q4 2014

Shanghai-Hong Kong Connect: All Aboard the Through Train (October 2014)

Philip Wong, Associate Director & David Walter, Director

Q3 2014

Volkered: How Financial Sector Reforms are Creating Opportunities for Hedge Funds (September 2014​)

Sam Diedrich, Sector Specialist: Fixed Income Relative Value strategy

Q3 2014

Opportunistic Investing 2014: “Arbageddon” – One Day, Three Deals, All Spreads (September 2014​)

Mayer Cherem, Sector Specialist: Opportunistic Investments

Q3 2014

European Equity Exposure Update: Challenging Year, But All is Not Lost (September 2014​)

Melanie Rijkenberg, Associate Director​

Q3 2014

Opportunity Set From Increased Corporate Deal Activity (July 2014​)

Alper Ince, Sector Specialist: Long/Short Equity and Event-Driven Equity

Q2 2014

The Times They are A-Changin’…Thoughts on Reform in Asia (June 2014​)

David Walter, Director

Q2 2014

Funding Gap-Driven Investing (FGDI) (Q2 2014)

Ronan Cosgrave, Managing Director

Q2 2014

EM, Just Beat it! (Don’t Hug the Index) (May 2014​)

Alexandra Coupe, Associate Director

Q2 2014

’40 Act Daily Liquidity Hedge Funds: Considerations for Institutional Investors (Q2 2014)

Andrew Ross, Associate Director

Q2 2014

Under the Hood of Hedge Fund Leverage (Q2 2014)

Michael Levin, Vice President

Q1 2014

What are the GIPS Standards and Why Do They Matter (February 2014​)

Stephen Oxley, Vice Chairman

Q1 2014

CMBS 2014: A Changing Landscape (January 2014​)

Austin Head-Jones, Associate Director

Q1 2014

2014 Equity Risk – Accurate to Within 100 Yards (January 2014​)

Jeff Willardson, Head of Portfolio Solutions

Q4 2013

The 13-F Spotlight: Revealing (and Concealing) (December 2013)

Ronan Cosgrave, Managing Director

Q4 2013

Changes in the Chinese Financial System and Opportunities for Hedge Funds (November 2013​)

David Walter, Director

Q4 2013

AIFMD and the Law of Unintended Consequences (October 2013​)

Max Rijkenberg, Legal Counsel

Q3 2013

The Curious Case of Asian Volatility (September 2013)

David Shin, Associate Director

Q3 2013

European Banks: Fragmentation Leads to Opportunity (September 2013​)

Melanie Rijkenberg, Associate Director

Q3 2013

Time to Lighten up on Duration and Shift to Tactical Trading Strategies? (August 2013​)

Sam Diedrich, Sector Specialist: Fixed Income Relative Value strategy

Q3 2013

Hidden Fees in Hedge Funds (July 2013)

Joshua Barlow, FINalternatives

Q3 2013

Portfolios of Asian Hedge Funds: The Way Forward (Q3 2013)

Misha Graboi, Sector Specialist: Convertible Bond Hedging

Q2 2013

Comment on CIMA’s Corporate Governance Proposal (June 2013)

Von Hughes, Head of Strategic Advisory

Q2 2013

Winning is a Matter of Definition (April 2013)

Ronan Cosgrave, Managing Director

Q2 2013

A Window of Dispersion Creates Alpha Opportunities in European Equities (2Q 2013)

Melanie Rijkenberg, Associate Director

Q1 2013

The Challenge of Operational Due Diligence on Emerging Managers (March 2013)

Joshua Barlow, Associate Director​

Q1 2013

Does the Sequester Spell Opportunity for Municipal Bond Hedge Fund Strategies? (March 2013)

Sam Diedrich, Sector Specialist: Fixed Income Relative Value strategy

Q1 2013

Prospects for Fixed Income Markets (February 2013)

Philippe Jorion, Head of Ris​k Management

Q1 2013

European Distressed: Myth or Reality? (February 2013)

Kateryna Taousse

Q1 2013

What’s Wrong with Macro? (January 2013)

Sam Diedrich, Sector Specialist: Fixed Income Relative Value strategy

Q1 2013

Investing in 2013: Pushed Out to Open Sea? (January 2013)

Anne-Gaelle Carlton, Head of Client Service

Q1 2013

Opportunities in Event-Driven Equity (January 2013)

Alper Ince, Sector Specialist: Long/Short Equity and Event-Driven Equity

Q4 2012

VIX Futures, Treasuries and Tail Hedging (November 2012)

Nicolae Cristea, Todd Groth

Q4 2012

European Bank Deleveraging: Current Investment Opportunities (October 2012)

Melanie Rijkenberg, Associate Director

Q3 2012

A Tale of Two Markets: Relative Opportunities in US versus European Structured Credit (September 2012)

Sam Diedrich, Sector Specialist: Fixed Income Relative Value

Q3 2012

High Equity Market Correlations: A Manageable Headwind or a Hurricane Gale? (July 2012)

Scott Warner, Sector Speci​alis​t: Lo​ng/Short Equity and Equity Market Neutral

Q2 2012

Three Potential Outcomes for Europe: Investor Positioning and Outlook (June 2012)

Sam Diedrich, Sector Specialist for the Fixed Income Relative Value strategy

Q2 2012

Rethinking Emerging Market Equity Exposure (May 2012)

Alper Ince, Sector Specialist: Long/Short Equity and Event-Driven Equity

Q2 2012

Non-Agency Mortgages Offer Compelling Value (April 2012)

Sam Diedrich, Sector Specialist: Fixed Income Relative Value

Q2 2012

Are Hedge Fund Managers Prepared for Centralized Clearing (Q2 2012)

Carlos Ferreira and Marc Towers

Q1 2012

Valuation: Still a Hot Topic! (March 2012)

Joshua Barlow, Associate Director​

Q1 2012

Event-Driven in 2012: Rich Opportunity Set but Beware of Macro and Crowds (February 2012)

Anne-Gaelle Carlton, Head of Client Service

Q1 2012

How Macro is Your Event? (Q1 2012)

Anne-Gaelle Carlton, Head of Client Service

Q1 2012

Head in the Freezer, Feet in the Fire (January 2012)

Jeff Willardson, Managing Director, Neale Safaty

Q1 2012

Legal and Operational Due Diligence Best Practices for Hedge Fund Investors (January 5, 2012)

Charles Nightingale and Marc Towers

Q4 2011

Credit Investing in ‘Demerging’ Europe (December 2011)

Putri S. Pascualy and Carl Ludwigson

Q4 2011

Hedge Fund Investing – Legal and Operational Best Practice Considerations (Q4 2011)

Charles Nightingale, Legal and Regulatory Counsel, Marc Towers, Director of Operational Due Diligence

Q4 2011

Market Volatility Proves Lucrative for Fixed Income Relative Value Managers (November 2011)

Sam Diedrich, Sector Specialist: Fixed Income Relative Value

Q4 2011

Compliance: A Key Cornerstone of Operational Due Diligence (October 2011)

Nick Rice, PAAMCO Viewpoint

Q3 2011

Recent Market Developments and Opportunities for Hedge Funds (September 2011)

Alper Ince, Sector Specialist: Long/Short Equity and Event-Driven Equity

Q3 2011

Inflation-Linked Bonds Not Always the Best Answer to Inflation (Q3 2011)

Sam Diedrich, Sector Specialist: Fixed Income Relative Value

Q3 2011

Managing Hedge Fund Liquidity (August 2011)

Misha Graboi, Sector Specialist: Convertible Bond Hedging

Q3 2011

Event-Driven Hedge Funds: Considerations for Profitable Investing (July 2011)

Anne-Gaelle Carlton, Head of Client Service

Q3 2010

Bank Loans: A Primer and Look at Investment Strategies (July 2010)

Putri Pascualy, Sector Specialist: Long/Short Credit

Q3 2009

BASIS: Corporate Bonds & Credit Default Swaps (July 2009)

Mayer Cherem, Sector Specialist: Opportunistic Investments

Q1 2007

ABCDS: Credit Default Swaps on Asset Backed Securities (March 2007)

Mayer Cherem, PAAMCO Research Paper

Q1 2017

Investor Intelligence: Unlocking Returns? (February 6, 2017)

Andrew Ross, HFM Investor Relations

Q1 2017

Hedge Fund Identity Crisis Reshapes Asset Management (2017)

Basil Williams, The 2017 Preqin Global Hedge Fund Report

Q3 2016

Distressed/Stressed Credit Investing: Small Can Be Beautiful (August 11, 2016)

Raina Dong, Hedge Fund Intelligence

Q3 2016

Assessing Risk of Private Equity: What’s the Proxy? (Q3 2016)

Alexandra Coupe, Alternative Investment Analyst Review

Q3 2016

The Importance of CIOs Finding the Right Proxy (July 1, 2016)

Alexandra Coupe, Private Equity International

Q1 2016

Best Governance Practices in Delegation and Consultant Selection for Long-Term Funds (Q1 2016)

Von M. Hughes, The Greenwich Roundtable

Q1 2016

Despite Lower Prices, Value Remains Elusive in Emerging Markets (February 10, 2016)

Sam Diedrich, Forbes

Q4 2015

Asian Borrowers May Be Better Bets As Emerging Markets Debt Crisis Looms (November 20, 2015)

Sam Diedrich, Forbes

Q3 2015

Factors the Fed Will Weigh When Deciding Whether to Hike in September (August 31, 2015)

Sam Diedrich, Forbes

Q3 2015

401(k)s: Set it and forget it? Think again (July 20, 2015)

Jeff Willardson and Breanne Henkelman, Hedge Fund Intelligence

Q2 2015

Oil Market Strategy: Don’t Tango With Contango (June 1, 2015)

Sam Diedrich, Forbes

Q1 2015

Low Oil Prices Produce Bargains Beyond The Oil Patch (March 13, 2015)

Sam Diedrich, Forbes

Q1 2015

The World is Round…Well, at Least not Completely Flat (February 24, 2015)

Mayer Cherem, Seeking Alpha

Q1 2015

Ruble, Ruble, Oil and Trouble (January 22, 2015)

Putri Pascualy, Pensions & Investments

Q1 2015

Abenomics Enters Show-Me Phase as Japan Struggles with Growth (January 6, 2015)

Sam Diedrich, Forbes

Q1 2015

Keynote Address (Q1 2015)

Anne-Gaelle Carlton, The 2015 Preqin Global Hedge Fund Report

Q4 2014

PAAMCO: European Equity Exposure – Challenging Year, But All is Not Lost (October 16, 2014)

Melanie Rijkenberg, FINalternatives

Q4 2014

The Dollar Rally: Where Will The Buck Stop? (October 14, 2014)

Sam Diedrich, Forbes

Q3 2014

Arbageddon: One day, three deals, all spreads (September 23, 2014)

Mayer Cherem, Pensions & Investments

Q3 2014

The Strategic Listing Decision of Hedge Funds (September 2014)

Philippe Jorion and Christopher Schwarz, The Journal of Financial and Quantitative Analysis

Q3 2014

Bond Markets: Fasten Your Seatbelts, Possible Turbulence Ahead (August 20, 2014)

Sam Diedrich, Forbes

Q3 2014

Long-only Hedge Funds Hold Key to Emerging Markets (July 16, 2014)

Alexandra Coupe, Hedge Funds Review

Q2 2014

Thoughts on Reform in Asia (June 25, 2014)

David Walter, Asia Asset Management

Q2 2014

’40 Act Liquid Hedge Funds: Considerations for Institutional Investors (June 10, 2014)

Andrew Ross, FINalternatives

Q2 2014

Global Investment Performance Standards: taking a leaf out of the long-only book (June 9, 2014)

Stephen Oxley, InvestHedge

Q2 2014

Student Debt Blows Chill Wind at Housing Recovery (June 9, 2014)

Sam Diedrich, Forbes

Q2 2014

Does Chinese Land-Banking Activity Pose a Threat to the US Housing Recovery? (April 24, 2014)

Sam Diedrich, Forbes

Q2 2014

Bond Markets Breathe a Sigh of Relief on Back of Jobs Number (April 4, 2014)

Sam Diedrich, Forbes

Q1 2014

CMBS – Beyond Beta (March/April 2014)

Austin Head-Jones, IP Real Estate

Q1 2014

‘Alternative’ or ‘Hedged’ Mutual Funds: What Are They, How Do They Work, and Should You Invest? (February 28, 2014)

Sam Diedrich, Forbes

Q1 2014

Fed Tapering Effect on Fixed Income Allocations (February 3, 2014)

Sam Diedrich, PlanSponsor

Q1 2014

Will 2014 Be a Year of Crisis or Opportunity for Emerging Markets? (January 24, 2014)

Sam Diedrich, Forbes

Q1 2014

Understanding U.S. Public Pension Plan Delegation of Investment Decision-Making to Internal and External Investment Managers (January 23, 2014)

Von M. Hughes, The Hedge Fund Law Report

Q1 2014

The 13-F Spotlight: Revealing and Concealing Hedge Fund Trades (January 22, 2014)

Ronan Cosgrave, FINalternatives

Q1 2014

Investment Landscape amidst Global Transfer of Risk from the Banking System (January 17, 2014)

Putri Pascualy, Global Banking & Finance Review

Q1 2014

Fund of Hedge Funds 2.0 (Q1 2014)

Alper Ince, The 2014 Preqin Global Hedge Fund Report

Q1 2014

The Delisting Bias in Hedge Fund Databases (Q1 2014)

Philippe Jorion and Christopher Schwarz

Q4 2013

Should You Buy Municipal Bonds this December? Examining the January Effect in Municipal Markets (December 18, 2013)

Sam Diedrich, Forbes

Q4 2013

Madoff 5 Years Later: Still a Need for Transparency and Technology Improvements (December 11, 2013)

Jane Buchan and Pete Cherewich, Pensions & Investments

Q4 2013

2014 Credit Outlook: Keep Calm and Carry On (December 6, 2013)

Putri Pascualy, InvestHedge

Q4 2013

Structural Changes in Bond Markets Foreshadow Higher Volatility to Come (November 12, 2013)

Sam Diedrich, Forbes

Q4 2013

PAAMCO’s Max Rijkenberg reviews unintended consequences of AIFMD (November 6, 2013)

Max Rijkenberg

Q4 2013

Global Equities: Winners and Losers (November 2013)

Melanie Rijkenberg

Q3 2013

Hidden Fees in Hedge Funds (July 2013)

Joshua Barlow, FINalternatives

Q2 2013

Three ‘Game Changers’ have Limited Contagion in European Markets (May 17, 2013)

Melanie Rijkenberg, Opalesque

Q2 2013

Analysis Shows Prospects for Fixed-Income Markets are not so Rosy (April 29, 2013)

Philippe Jorion, Pensions & Investments

Q1 2013

What is Wrong with Macro? (February 21, 2013)

Sam Diedrich, II Alpha

Q2 2012

Inside View: No Room for Inflated Valuations (June 12, 2012)

Joshua M. Barlow, Funds Europe

Q2 2012

Centralised Clearing: Are Hedge Fund Managers Prepared? (June 1, 2012)

Carlos Ferreira and Marc Towers, The Hedge Fund Journal

Q2 2012

Are Fiduciary Consultants Neglecting Their Duty on Hedge Funds? (April 30, 2012)

Stephen Oxley, Investment and Pensions Europe

Q1 2012

Style Drift Spotting: How Did that Global Macro Get in My Event-Driven Strategy? (March 2012)

Anne-Gaelle Pouille, Institutional Investor Intelligence Network

Q1 2012

Is There a Cost to Transparency? (March/April 2012)

Rajesh K. Aggarwal and Philippe Jorion, Financial Analysts Journal

Q1 2012

Event-Driven in 2012: Rich Opportunity Set, but Beware of Macro and Crowds (March 13, 2012)

Anne-Gaelle Pouille, FINalternatives

Q1 2012

Changes in the Operational Burdens of Managing Hedge Funds (March 2012)

Joshua M. Barlow, Institutional Investor Intelligence Network

Q4 2011

Limited Lialibility Leverage (L3): A New Measure of Leverage (Q4 2011)

Philippe Jorion and Mayer Cherem

Q4 2011

Managing Liquidity: Getting a Proper Balance in Hedge Fund Investing (November 14, 2011)

Misha Graboi, The Hedge Fund Journal

Q4 2011

Compliance: A Key Cornerstone of Operational Due Diligence (October 20, 2011)

Nick Rice, FINalternatives

Q3 2011

Brazil: Misperception Creates Opportunity for Institutional Investors (August 4, 2011)

Jeff Willardson, Pensions and Investments

Q3 2011

Expert Networks: What to Expect from Hedge Funds Today (July 19, 2011)

Joshua M. Barlow, COO Connect

Contact Us

Irvine

19540 Jamboree Road, Suite 400

Irvine, CA 92612

United States

Tel +1 949 261 4900

Fax +1 949 261 490​1​

Get Directions

London

25 Victoria Street

London SW1H 0EX

United Kingdom

Tel +44 20 7593 5360

Fax +44 20 7593 5361

Get Directions

Singapore

50 Raffles Place

#13-06 Singapore Land Tower

Singapore 048623

Tel +65 6594 2400

Fax +65 6594 2401

Get Directions

Seoul

Tel +82 2 6030 8724

Istanbul

Tel +90 212 386 28 60

Mexico City

Tel +52 55 3300 5872

Bogotá

Tel +57 1 319 2664

PAAMCO Associate Program

Our two-year Associate Program offers select graduate school hires a path to partnership through rigorous training and development. The fast-paced program allows Associates to interact with the firm’s leadership and gain a breadth of exposure to a wide variety of industries and hedge fund strategies. mbarecruiting@paamco.com

CONTACT US

PAAMCO Analyst Program

PAAMCO’s two-year analyst program for new college graduates is designed to offer an in-depth perspective of a leading investment services firm. The program is intended to be a comprehensive introduction to the financial markets and the methods, strategies and techniques applicable to investing. analystrecruiting@paamco.com

CONTACT US

Current Opportunities

In addition to the formal onboarding programs for PAAMCO Associates and Analysts, PAAMCO hires professionals to fill a number of other positions at the firm. These include senior leadership, portfolio managers, business operations, administrative support and others.

CONTACT US

Investment Manager Inquiries

Thank you for your interest in PAAMCO. PAAMCO seeks to engage with managers who can produce returns either in excess of market returns or uncorrelated to broader market indexes (i.e., "alpha") utilizing their particular investment expertise. We are particularly interested in new and early-stage managers.

Please email your marketing materials to us at managerinquiry@paamco.com.

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