Fondos de inversión

un blog de Fondos de inversión
Este artículo ha sido marcado como molesto Deshacer
Kaloxa
14:55 el 26 septiembre 2014

CMO en Finect. Periodista financiero. Me encantan las finanzas del comportamiento

Otro 'bombazo' en la gestión: Bill Gross deja Pimco y se va a Janus

¿Qué está pasando esta semana en el mundo de la gestión? ¿Qué es esto? Vaya semanita... 

Acaba de conocerse que Bill Gross, conocido como el Rey de la renta fija y uno de los inversores más famosos de Wall Street, dejará este mes la firma que fundó, Pimco, para unirse a la gestora Janus Capital

La noticia sorprende, más cuando justo ahora la firma estaba siendo investigada por un supuesto caso de valoración exagerada de los activos en uno de sus fondos estrella en EEUU. 

Imagino que la SEC tendrá algo que decir, porque no es normal que el fundador y líder de una gestora que está siendo investigada salga por patas para irse a la competencia...

En fin, el año de Gross ha ido de mal en peor desde las disputas que acabaron con su socio El Erian fuera de la gestora. Entonces, publiqué este artículo "Y el rey de la renta fija se devoró a si mismo"...  Ahora parece que, como Saturno, también está devorando a sus hijos... En este caso, a su ya ex gestora, que ahora se queda en una situación todavía más compleja.

El cambio de 'equipo' de Gross se une, aunque por motivos muy distintos, a los protagonizados esta semana en el mundo de la inversión en España, con la salida de García Paramés de Bestinver, la llegada de Beltrán Lastra a esta gestora y el adiós de Iván Martín a Santander Asset Management para montar su propia gestora.

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21 comentarios
6 veces compartido

Luego dirán que ha sido Florentino.

@hdsprngr 

La mano de Florentino es alargada, pero me temo que no para tanto. Yo creo que en todo caso seria Simeone, que como gestor value deportivo no tiene comparación. :-p

Y su propietaria Allianz cae casi un 7% en bolsa!!

Tocado, @apandres

Janus Capital Group, Inc. (JNS)

(36.45%) 

 

" William H. Gross Joins Janus Capital

Company Release - 09/26/2014 08:28

DENVER--(BUSINESS WIRE)-- Janus Capital Group Inc. (NYSE: JNS) today announced that William H. Gross, world-renowned fixed income investor, will be joining Janus Capital Group. He will manage a recently launched Janus Global Unconstrained Bond Fund and related strategies, and will join Myron Scholes, Ph.D., and other members of the Janus team focused on global asset allocation. Mr. Gross’ employment will be effective September 29, 2014 and he will begin managing the Janus Global Unconstrained Bond Fund and related strategies effective October 6, 2014.

Mr. Gross will be based in a new Janus office to be established in Newport Beach, California and will be responsible for building-out the firm’s efforts in global macro fixed income strategies. His concentration on such strategies will be separate and complementary to Janus’ existing and highly successful credit-based fixed income platform, built under the leadership of Janus’ Fixed Income Chief Investment Officer, Gibson Smith.

“Bill Gross has an exemplary track record with decades of success and he will offer an exceptional approach to navigating today’s increasingly risky markets with a focus on macro, unconstrained strategies. His involvement provides Janus a unique opportunity to offer strategies and products that are highly complementary to those already managed by our credit-based fixed income team,” said Richard M. Weil, Chief Executive Officer of Janus Capital Group. “With Bill leading our global macro efforts and Gibson our credit-based fixed income team, I am confident Janus will be able to meet the needs of virtually any client.”

“I look forward to returning my full focus to the fixed income markets and investing, giving up many of the complexities that go with managing a large, complicated organization,” said Mr. Gross. “I chose Janus as my next home because of my long standing relationship with and respect for CEO Dick Weil and my desire to get back to spending the bulk of my day managing client assets. I look forward to a mutually supportive partnership with Fixed Income CIO Gibson Smith and his team; they have delivered excellent results across their strategies, which deserve more attention.”

About Janus Capital Group Inc.

Janus Capital Group Inc. (JCG) is a global investment firm dedicated to delivering better outcomes for clients through differentiated investment solutions. It currently has a number of distinct investment groups, including equity and fixed income teams within Janus Capital Management LLC (Janus), as well as subsidiaries INTECH Investment Management LLC (INTECH) and Perkins Investment Management LLC (Perkins). Each brings a distinct perspective, style-specific expertise and a disciplined approach to risk. The firm’s strategy for growth and development is based on continuing to expand a range of distinctive solutions across multiple asset classes and styles including equities, fixed & other income, alternatives, asset allocation and managed volatility.

At the end of June 2014, JCG managed approximately $177.7 billion in assets for shareholders, clients and institutions around the globe. Based in Denver, JCG also has offices in London, Milan, Munich, Singapore, Hong Kong, Tokyo, Melbourne, Paris, The Hague, Zurich, Frankfurt, Dubai and Taipei."

 

Fuente: Janus Capital - William H. Gross Joins Janus Capital (09/26/2014 08:28)

Fuente: Seeking Alpha - Treasurys slip on concern Pimco may sour on U.S. debt (Sep 26 2014, 10:07 ET)

 

 

@viriatus @tassio @aeneas qué barbaridad... Menudo personaje debe ser, de todos modos.

Muy buena info @Viriatus Gracias!

El-Erian y PIMCO

 

" BREAKING NEWS

El-Erian Won't Be Named to Replace Gross at Pimco


Sep 26, 2014 10:19 AM EDT"

Fuente: Bloomberg TV

 

Escrevo em Português (sou Português), porque assim escrevo mais rápido. Penso que percebem também. ;-)

Agora os receios, é que as saídas do PIMCO TR fundo e ETF sejam grandes, devido á saída do Bill Gross. E isso, provoque uma enorme venda de activos que estavam nas 2 carteiras desses fundos, por exemplo, principalmente as UST, (incluindo as TIPS). E se repararem o Bill vai gerir um fundo de obrigações com uma política de investimento flexível, o " Janus Global Unconstrained Bond Fund", ele já geria na PIMCO, algo semelhante, o " PIMCO Unconstrained Bond Fund". Será que significa para ele, o mercado das obrigações dos EUA, já tem pouco "sumo" a dar? Porque ele escolhe gerir um fundo com um foco mais global. E inclusive, ao escolher um fundo flexível, estará a desviar-se mais das UST/Barclays US Aggregate Bond TR USD (índice que tem enorme peso das UST)? Denotando uma falta de confiança nas UST? Muitas destas perguntas, estarão nas mentes de muitos investidores, não só dos fundos que eram geridos por ele, mas noutros fundos de obrigações de todas as gestoras e nas próprias obrigações. Vai certamente, trazer pânico aos mercados.

Los fondos con gran contenido de bonos periféricos, ¿como van a quedar afectados ante el alud de ventas de bonos que está generando la salida de partícipes de los fondos de Pimco?...ojo que se los están fundiendo!!! estan saliendo por patas.

Fuente: Seeking Alpha - Pimco’s funds take a pounding following Bill Gross exit (Sep 26 2014, 11:49 ET)

Dan Ivascyn, es uno de los subdirector financiero de PIMCO, con varios premios, entre ellos el de Morningstar, que ha dado buenos resultados y que es principalmente el gestor del fondo PIMCO Income:

PIMCO Funds: Global Investors Series plc Income Fund E Acc EUR (Hdg) (IE00B84J9L26)

"Gross was about to be fired from the Newport Beach, California-based firm, due to what was termed increasingly erratic behavior, CNBC has learned. Five Pimco executives told parent company Allianz they would leave Pimco if Gross did not.

Prior to his departure, Gross had met with Jeffrey Gundlach to discuss joining fixed income investment management firm DoubleLine."

 

"Gross has a connection to Janus through its CEO, Dick Weill, the former chief operating officer at Pimco.

In terms of assets, Pimco, with $1.97 trillion under management, dwarfs Janus, which has $177.7 billion.

"I look forward to returning my full focus to the fixed income markets and investing, giving up many of the complexities that go with managing a large, complicated organization," Gross said in a statement. "I chose Janus as my next home because of my longstanding relationship with and respect for CEO Dick Weil and my desire to get back to spending the bulk of my day managing client assets."

Amid a swirl of reports that Gross was forced out, Pimco officials acknowledged internal tensions between Gross and the board.

"While we are grateful for everything Bill contributed to building our firm and delivering value to PIMCO's clients, over the course of this year it became increasingly clear that the firm's leadership and Bill have fundamental differences about how to take Pimco forward," CEO Douglas Hodge said in a statement."

 

Fuente: CNBC - Gross met with Gundlach about joining Doubleline (2 Hours Ago)

Bloomberg - Gross Joins Janus After Board Said to Discuss Firing Him (Sep 26, 2014 11:24 PM GMT)

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