Galleon Investors Trust They'll Get Their Money Back On Time
October 27 2009 - 10:52AM
Dow Jones News
Investors in Galleon Group's hedge funds think they will get
their money back--on time and with little fuss. So far, it's
looking like that might be a good call.
Galleon has largely unwound most of its positions, a person
familiar with the situation told Dow Jones Newswires Tuesday. The
person close to Galleon said the company still expects to satisfy
redemptions by Jan. 1.
Galleon decided last week to close all its hedge funds after
founder Raj Rajaratnam was charged with insider trading. Rajaratnam
has denied the charges. Still, many investors put in requests to
redeem their positions in the funds.
Frequently, investors in funds under pressure to close seek to
sell their stakes quickly, but at a discount, in the secondary
market. But in this case, secondary market clearinghouse HedgeBay
says it's had no inquiries from investors looking for quick buyers
of their Galleon stakes. Another intermediary between buyers and
sellers of hedge fund stakes says it also has had no inquiries.
One big reason investors trust Galleon to return their money
without difficulty is that its hedge funds mostly own liquid
securities, meaning selling stock to satisfying investor
redemptions hasn't been a problem.
In past hedge fund blowups, investors have gone to HedgeBay,
considered the most significant secondary market for hedge-fund
stakes, to sell out of their stakes at a fraction of their value.
Jared Herman, co-founder of HedgeBay, said there haven't been any
Galleon stakes put up for sale on HedgeBay since Rajaratnam's
arrest last Friday.
"First of all, there's not a blowup," Herman said. While the
Rajaratnam scandal has rocked the industry and Galleon, Galleon's
hedge funds are up this year.
Investors must weight several unknown factors, like whether
regulators will uncover more questionable trades, thus making it
difficult for Galleon to pay the more than $1 billion back to
investors.
"People right now are placing their bets that they're going to
get the money," Herman said.
Tullett Prebon, a company that among other things acts as an
intermediary in secondary market transactions, hasn't gotten any
calls from investors looking to buy or sell Galleon shares.
"I'm assuming, and I don't know this first hand, that it will be
quite an orderly liquidation," said Neil Campbell, Tullett Prebon's
head of alternative investments. He added the obvious disclaimer
that unforeseen regulatory and legal issues could slow down
satisfying the redemptions.
"Liquidity mismatches were driving a lot of the transactions in
the secondary market," Campbell said. "Some hedge funds ended up
having a quasi private equity portfolio."
In those situations, Cambpell said, investors often turned to
the secondary market as quickly as possible, not knowing whether a
fund's investments would ever regain any value.
In the case of Galleon, though, there wasn't much to worry about
regarding the value of its top holdings, which include stocks like
Apple Computer Inc. (AAPL) and Google Inc. (GOOG).
-By Joseph Checkler; Dow Jones Newswires; 212-416-2152;
joseph.checkler@dowjones.com