Registered:
25/11/09
Seen:
29th Jan
Followers:
284

Articles
22

Real Name: Niels Jensen

Occupation: Fund Manager, Market Professional

Interests: Bonds, Economics, European Markets, Funds, Gold, Hedge Funds, Oil, Stocks

About Me:

Niels Clemen Jensen has nearly 30 years of investment banking and investment management experience. He began his career in Copenhagen in 1984 before moving to Sherson Lehman in London in 1986. In 1989 he joined Goldman Sachs and became co-head of its U.S. equity business in Europe in 1992, a post he held until 1996, when he joined Oppenheimer to manage its European business. In 1999 he re-joined Lehman Brothers, now in charge of European Wealth Management. In 2006 he was appointed Director of Trafalgar House Trustees Limited, advising one of the UK's leading corporate pension funds on its investment strategy. Niels founded Absolute Return Partners in 2002 and is its Managing Partner. He is a graduate of University of Copenhagen with a Masters Degree in economics.


Investment Strategy
A long term view We believe the best investment results are obtained through long-term strategic thinking. Our aim is to identify attractive, alternative investment opportunities in an ever-changing investment landscape; hence much of what we do is driven by the macro views expressed in the Absolute Return Letter. Flexible Approach We listen to our clients to understand their priorities, including return and income objectives, risk tolerances and liquidity preferences. We then tailor our service to the precise needs of our clients. Most of our clients are institutional investors with limited internal resources allocated to alternative investments; hence our task is to assist them in establishing alternative investment portfolios meeting their specific needs. For some clients who are happy to construct portfolios themselves, we assist in identifying the very best ideas. Our current view is that the return on bonds will be negligible, possibly even negative, over the next five years. Equities are likely to perform better than bonds, but our return expectations for the broader financial markets still remain below historical levels. Faced with a challenging environment a different approach is required. That is precisely what we aim to do. We focus on identifying and researching attractive investment opportunities in the alternatives space. We dedicate significant resources to qualitative and quantitative research as well as to investment and operational due diligence. We believe our investment process is robust and we are proud of our rigorous approach.

Company

Absolute Return Partners LLP is a London based private partnership. We provide independent asset management and investment advisory services globally to institutional as well as private investors, charities,  foundations and trusts.  We are a company with a simple mission – delivering superior risk-adjusted returns to our clients. We believe that we can achieve this through a disciplined risk management approach and an investment process based on our open architecture platform. Our focus is strictly on absolute returns. We use a diversified range of both traditional and alternative asset  classes when creating portfolios for our clients. We have eliminated all conflicts of interest with our transparent business model and we offer flexible solutions, tailored to match specific needs.  We are authorised and regulated by the Financial Services Authority. Visit www.arpllp.com to learn more about us.

Web Address: http://www.arpinvestments.com

Address: 16 Water Lane
Richmond
Surrey
UNITED KINGDOM
TW9 1TJ

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Niels Jensen's Latest Blogs

What have Bill Gross, John Paulson, Anthony Bolton and Bill Miller all got in common? They are all ‘rock star’ fund managers who have fallen on hard times more recently. Life in the fund management industry is not what it used to be like. Life is tough even for the supremely skilled. Markets are changing, fund managers are struggling to adapt and clients are growing…

I can’t remember having experienced this much pessimism before. 2008-09 was different. Back then it was fear more than pessimism, fostered by investors being hopelessly unprepared for what happened. The present crisis is well advertised, causing more pessimism than actual fear; however, whatever you call it, the current level of gloom and doom is quite simply overwhelming. Marc Faber must be having a field day! …

...they would probably be the best mortgages in the world[1]. Denmark has produced many famous brands over the years, and many of them have become as popular abroad as they are back home; however, arguably the most successful Danish invention of all times has never gained much traction abroad, but that may be about to change. Please welcome the Danish mortgage finance model. This time…

We have never published the Absolute Return Letter before in August and, hopefully, we will never have to do it again; however, the unprecedented events of recent days and weeks have forced our hand. I will make it short, though. August is for reading, not writing.  Unless you’ve spent the last few days on another planet you will know by now that Standard and Poors…

“Anyone who isn’t confused really doesn’t understand the situation.” Edward R. Murrow, Broadcaster I can already hear the collective sigh - oh no, not another letter on Greece! The battle fatigue is evident. We are all exhausted from years of fighting the crisis but, at the same time, we are fast approaching the end of the road, at least as far as Greece is concerned,…



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