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This profile was last updated on 9/4/14  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Alex Allen

Wrong Alex Allen?

Senior Portfolio Manager

Sciens Capital Limited
Local Address: London, United Kingdom
SCIENS CAPITAL MANAGEMENT LLC
667 Madison Avenue
New York, New York 10021
United States

Company Description: Sciens Capital Management is a diversified alternative investment management firm headquartered in New York. Sciens manages assets in private equity, venture...   more
Background

Employment History

Education

  • BSc , International Management and Modern Languages
    University of Bath
31 Total References
Web References
Hedge Funds Review - Eddington macro opportunities fund: eddington capital management
www.hedgefundsreview.com, 21 Nov 2009 [cached]
Baggley, together with Alex Allen, chief investment officer, has created Eddington Macro Opportunities Fund, described as a "portfolio of moderately concentrated high-octane opportunistic macro-related managers".
...
Allen explains that the funds in the portfolio cover a variety of macro strategies. It then targets a handful of funds that use these strategies. "We are not fully diversified by number, but by pricing the best macro managers across asset classes. So no matter where the market goes, we need to think of other factors," he says.
Diversity in action
The diversification of managers, based on the overall ideas of how the market will behave, means that no matter when a change occurs, or if movement is up or down, the portfolio will catch the upside. "We diversify by short-, medium- and long-term manager strategies, divided by an investment horizon. It is an important consideration," comments Allen.
...
This gives them a mix of track records, but "overall we get a smoother return" Allen says.
The point about the macro view, explain Allen and Baggley, is that they never know which fund will follow which track.
...
By October 2007, according to Allen, the credit market had already imploded.
...
Looking to 2009, Allen says Eddington's view is that the US dollar should begin a significant devaluation against a basket of currencies including yen, euro, sterling, Swiss franc and Canadian and Australian dollars. He believes it is overvalued and could go down 50%-70% against other currencies. This could happen at any time although he expects the downward movement to start in 2009.
For the equity market, he sees a 50%-60% downside and does not believe the market has hit bottom yet, expecting another downward movement with some brief rallies.
He is bullish on commodities expecting severe inflationary pressure eventually to feed into commodity prices. He also thinks US government bonds and, indeed, all government bonds are at the long end of the yield curve and are in a bubble of their own making.
He believes there is a lot of alpha for any macro fund to tap into. "That is why I am so bullish on macro strategies during this period. It's like buying long-only distressed managers at the bottom. It doesn't matter when you buy because it is difficult to pick a loser," he concludes.
...
Alex Allen, chief investment officer
Alex began his career at Barclay's Bank in Paris where he was seconded for a one-year placement in 1994. This was followed by an internship programme at Morgan Grenfell Asset Management. He joined EFG Asset Management in 1997 as a hedge fund analyst, gaining exposure to all analyst disciplines. In 1999 he became the fund manager for EFG's hedge fund range. Allen held a seat on EFG's asset allocation committee, overseeing tactical and strategic capital allocation across alternative and traditional asset classes.
FUNDAMENTALS OF EDDINGTON MACRO OPPORTUNITIES FUND
Name of manager: Alex Allen, chief investment officer
Sciens Boosts Investment Team to Support Product Expansion with Appointment of Senior Portfolio Manager : Sciens Asset Management
www.sciensam.com, 8 Nov 2011 [cached]
LONDON, 8 November, 2011 - Sciens Fund of Funds Management Holdings, part of the Sciens Capital Management Group and provider of single- and multi-strategy funds of hedge funds and managed account services, today announces the appointment of Alex Allen senior portfolio manager in Sciens' Fund of Hedge Funds business.
Based in the London office, Mr Allen will report to Stavros Siokos, President of the Sciens Fund of Hedge Funds and Managed Account Platform businesses.
...
Prior to joining Sciens, Mr Allen was a co-founder and Chief Investment Officer of Eddington Capital Management Limited, a London based company established in 2003. He managed Eddington's two top-performing flagship products, including the Eddington Macro Opportunities Fund which won the InvestHedge 'Best New Fund' award after generating a 25% gain in 2008. Prior to Eddington, Mr Allen was the Portfolio Manager for hedge funds at EFG Asset Management Limited between 1999 and 2003. He has extensive experience in using separately managed accounts (SMAs) within fund of hedge funds and has managed both single-strategy and multi-strategy fund of hedge fund portfolios over the past 13 years.
Mr Allen holds a BSc Joint Honours degree in International Management & Modern Languages from the University of Bath.
Alex Allen Senior Portfolio ...
www.sciensam.com, 6 Oct 2013 [cached]
Alex Allen Senior Portfolio Manager - Years in the industry: 15
SCIENS.
The biggest firms have had success ...
www.bloomberg.com, 5 July 2012 [cached]
The biggest firms have had success raising money in recent years, in part, because pension funds and endowments have been making more investments in trend followers, said Alex Allen, a senior portfolio manager in London at Sciens Capital Ltd.
"The attraction of a big CTA is exactly that -- its size," said Allen, whose firm invests in hedge funds.
The algorithmic arms race - Hedge-on.com
hedge-on.com [cached]
Funds might all follow the same trend, and "something happens which forces a reversal in that trend," said Alex Allen, Senior Portfolio Manager at London-based Sciens Capital, which invests in hedge funds including CTAs.
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