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Chart of the Day: Cycles of Equity Hedge v Non-Equity Hedge Flows
CLICK ON THE IMAGE FOR IT TO OPEN IN FULL IMAGE SIZE From “Taking Stock: Recent Developments in the Equity Hedge Fund Landscape” by Barclays Prime Services, Capital Solutions (Oct 2014) Read more »
GAM Remains Positive On Global Macro And Event Driven
From Global Asset Management September proved a challenging month for many investors as equities, bonds and credit sold off. The MSCI World index was down 2.7%, while the Barclays Global Aggregate Bond index lost 2.8%. Global macro hedge funds delivered 1.5%, while the broader hedge fund universe was down 0.8%, as measured by the […] Read more »
Specialized Equity Hedge Funds Preferred By FERI
By Tao Wan, Senior Analyst at FERI AG Although the global equity indices have been marching higher with low volatility until lately, it has been tough for many Equity Long/Short managers starting late March as the rotation of growth to value began. As a whole the Equity L/S managers have not been able to […] Read more »
PODCAST 5 – RWC Talk About Marketing And Doubling Their Assets
An interview with CEO DAN MANNIX and Head of Sales JAMES TOLLEMACHE of RWC Partners The interview focuses on sales and marketing and the consequences and causes of firmwide growth Clicking this link opens the podcast in a new window/player, (or alternatively save the file using the “save as” command). The interview lasts 31 […] Read more »
Strategy Preferences of Japanese Investors In Hedge Funds
By Hedge Fund Insight staff Japanese institutional investors have longer experience investing in hedge funds than institutions in other regions of the world. In addition absolute return strategies have had significant allocations from Japanese investors for a long period – the Japanese economy has suffered from low interest rates and bond yields for a […] Read more »
Q/Q Change In Demand for Hedge Fund Strategies – Graphic Of The Day
By Brighton House Associates* Fastest Growing Hedge Fund Strategies – Quarter over Quarter *extracted from BHA quarterly analysis of manager searches. In the first quarter of 2014, BHA investors posted 353 new mandates. In total, investors placed approximately $8 billion in future allocations during Q1. The report presents both an analysis of the […] Read more »
Cliffwater Hedge Fund Commentary – April 2014
By Daniel Stern, Senior Managing Director at Cliffwater LLC April was a moderately positive month for most hedge fund strategies and all strategies outside of Global Macro remain in the black for the year. In April, the HFRI Fund Weighted Composite Index lost 0.2% and the HFRI Fund of Funds Composite Index detracted 1.1%. […] Read more »
Lyxor Hedge Fund Index Commentary For April
From Lyxor Asset Management The Lyxor Hedge Fund Index was down -0.7% in April (YTD -0.1%). 6 out of 12 Lyxor Indices ended the month of April in positive territory, led by the Lyxor L/S Credit Arbitrage Index(+1%), the CTA Long Term Index (+1%) and the Lyxor Global Macro Index (+0.9%). Data published in […] Read more »
Best Opportunity In European Long Short In 5 years
From RWC Partners Limited Commenting on the current opportunities for long short equity investors in Europe, Ajay Gambhir, portfolio manager of RWC Samsara and RWC European Absolute Alpha Funds, said: “The large yield gap between European equities and European credit opens up the opportunity for capital to rotate into European stocks. Additionally, the dislocations in […] Read more »