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Gross Doesn't Let SEC Guidelines Stand In Way Of Big Bond Bets

FYI: Bill Gross turned to derivatives to make a big bet on emerging-market debt after taking the helm of a Janus Capital Group Inc. fund more than a year ago. One thing he didn’t let stop him: regulatory guidelines that lay out how much fund managers should use them.
Regards,
Ted
http://www.bloomberg.com/news/articles/2015-11-20/gross-doesn-t-let-sec-guidelines-stand-in-way-of-big-bond-bets

Comments

  • edited November 2015
    He structured his positions by entering into swaps contracts in which he agreed to insure against default almost $1.7 billion of bonds as of the end of June, the most recent data available show. While most funds limit their exposure to just a small percent of assets, Gross’s use exceeded the market value of his fund’s holdings, which were $1.46 billion at the time.
    “There is as much interest rate risk and as much credit risk in the credit default swaps as in the rest of the $1 billion portfolio combined,” said Craig McCann, an economist at Securities Litigation & Consulting Group, who reviewed Gross’s fund holdings.
    Whoa! I wonder if investors understood they had this degree of exposure at the time?
    "Kind of" unnerving.
    CIO Smith, hello? Myron Scholes, Ashwin Alankar--- anybody on deck? Anybody?
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