By Donald A. Steinbrugge, CFA – Founder and CEO, Agecroft Partners The hedge fund industry is dynamic, comprising of numerous strategies that attract varying degrees of interest over time. Demand for each strategy is impacted by many variables including capital market valuations, expectations of economic growth, inflation, market liquidity, and risk appetite, among others. Industry […] Read more »
Reinsurance as an Alternative Investment Strategy
By Donald A. Steinbrugge, Managing Partner Agecroft Partners, LLC Reinsurance is one of the few hedge fund strategies that has almost no correlation to the stock or bond markets and has the potential to generate high single digit to low double digit returns on average over the next 5 to 10 years, regardless of […] Read more »
Investors Should Carry Out Their Own Research On Smaller Hedge Fund Managers
By Donald A. Steinbrugge,Managing Partner Agecroft Partners, LLC Average hedge fund performance has been mediocre at best over the past five years, which is not surprising because most of the asset flows have been concentrated in a small percentage of firms with the largest assets under management. Many of these firms have morphed into […] Read more »
Five Hedge Fund Surprises For 2014
By Donald A. Steinbrugge, CFA, Managing Partner Agecroft Partners Each year, Agecroft Partners predicts the top hedge fund industry trends through their contact with more than 2,000 institutional investors and 300 hedge fund organizations. Because the hedge fund industry is very dynamic and constantly changing, it is important for firms to anticipate what changes are […] Read more »
Momentum in Asset Growth is Vital in Successfully Raising Hedge Fund Assets
By Donald A. Steinbrugge, CFA, Managing Partner Agecroft Partners Many small to mid-sized hedge funds become frustrated because their firm’s assets under management are not growing and they believe the market is biased against them based on their asset size. They are constantly hearing that a majority of assets are flowing to the largest hedge […] Read more »