By Andrew Beer, Chief Executive Officer of Beachhead Capital Investors and managers find themselves at an interesting inflection point in the evolution of the hedge fund industry. The growth of liquid alternatives has focused attention on what happens when talented hedge fund managers are asked to manage money within the constraints of a mutual […] Read more »
SkyBridge Capital De-Risk Anticipating A Meaningful Dislocation In Markets
In this webcast transcript Troy Gayeski, Senior Portfolio Manager, and Ray Nolte, Chief Investment Officer of SkyBridge Capital discuss how the shifts of market and economic background have driven the decision making on the flagship SkyBridge Multi-Advisor Hedge Fund Portfolios (Series G). 1. Q2 Portfolio Review: How much did the portfolio shift? Troy Gayeski: […] Read more »
Podcast Of Hedge Fund Radio On The 15th September 2014
This is the first edition of the latest series of the four time Sony Awards-nominated N@ked Short Club on Resonance FM: 1 hour of loose talk about hedge funds and the state of the world, plus sweet poetry and heady music…No promotional agenda, no commercial intent…just Ponzi Bier and Pure Alpha both on tap. One […] Read more »
Exploiting The Hunger Premium Of Emerging Managers
By Najy Nasser, Chief Investment Officer of HeadStart Advisers Ltd According to the English proverb: ‘hunger is the best sauce.’ In investment terms, those with the most to gain from strong performance, will work hardest to achieve it. Hunger can, therefore, be one of the best sources of return. When it comes to harvesting the […] Read more »
Positive Returns And Less Redemptions Stabilize AUM For Funds Of Hedge Funds
By Simon Kerr, Publisher of Hedge Fund Insight The peak of the fund of hedge funds sector was in 2008 (by AUM and numbers of funds) and in aggregate the sector has shrunk ever since (by those two measures). The pace of change has varied but the direction hasn’t. In the first half of last […] Read more »
CalPERS Resizes Hedge Fund Program On The Back Of Power Shift
By Simon Kerr, Publisher of Hedge Fund Insight CalPERs, the largest defined benefit plan in the United States, has been a thought leader in the use of hedge funds for investing institutions, but no more. Changes to the power structure within the Retirement System have led to a reversal of the attitude towards investing […] Read more »
Question Of The Day
In their latest Hedge Fund Monitor, Callan Investments Institute asked 118 funds of funds to provide their 10 largest hedge fund holdings, there were 480 unique hedge fund manager names. The highest number of top-10 lists in which a hedge fund manager appeared was 18 out of those 118 funds of funds, according to […] Read more »
Podcast Of Hedge Fund Radio On The 17th February 2014
Make sure you listen out for the February 17th edition of the four time Sony Awards-nominated N@ked Short Club on Resonance FM [104.4FM within London/online worldwide on the internet here]: 1 hour of loose talk about hedge funds and the state of the world, plus sweet poetry and heady music…No promotional agenda, no commercial intent…just Ponzi […] Read more »
Top Hedge Fund Stories Of 2013
By Hedge Fund Insight staff These are the most read stories on Hedge Fund Insight in the last year: 1 The Hedge Fund Hot 100 February 2013 2 Addressing the Fable of the Death of Managed Futures September 2013 3 Acceleration in Downtrend for Funds of Hedge Funds November 2013 4 Into the Mind of […] Read more »
Graphic of the Day – Investors in CTAs
By Hedge Fund Insight staff Today’s graphic shows the proportion of each investor type that invest in CTAs. Source: Preqin Hedge Fund Investor Profiles From this graphic one could say that a fund of hedge funds is four times as likely to have invested in CTAs as a family office. Or, that a marketer of […] Read more »