Incisive Views from Professionals
By Simon Kerr, Publisher of Hedge Fund Insight Though it may seem a thought from a long time ago, this year had been stacking up as a relatively good one for Asian hedge funds. This was true as recently as just over a month ago. Comparisons for performance in the YTD to the end […] Read more »
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 »
By Hedge Fund Insight staff Investor capital continued to pour into the Asian hedge fund industry in late 2013 and early 2014, with record inflows and performance driving total investor capital to surpass the record level set in 2007, prior to the 2008 Financial Crisis. Total capital invested in the Asian hedge fund industry grew […] Read more »
From Lyxor Aset Management: The Event Driven space also produced solid results in October. Special Situation funds returned 1.1% (10% YTD). These funds are becoming like more traditional L/S equity managers. They maintained a net equity exposure at 44% and net credit exposure of 19%. Merger Arbitrage funds were up 1.4% but managers reduced risk, […] Read more »
By GFIA of Singapore Historical overview GFIA began coverage of the Asian hedge funds industry in September 1998. At that time the industry was tiny and all participants mostly knew each other. The Asian crisis was still unfolding, and the industry was a collection of maverick specialists. It was another five years before the industry […] Read more »
Extract from GFIA Research Insights The Japanese market experienced a volatile month in August as investors are concerned about an economic slowdown in emerging markets with weakening currencies and the uncertainty in QE tapering. The average fund in the AsiaHedge Japan Long/Short Equity Index reported a 0.6% loss. TSE Mothers took a huge U-turn from […] Read more »
By Hedge Fund Insight staff Earlier it was noted here that European and Asian hedge funds were starting to attract capital flows. American institutional investors are the source of roughly 60% of the flows to the industry, and this year they have diversified from their existing holdings of hedge funds. That trend has continued into […] Read more »
From Eurekahedge Hedge funds posted positive returns in March amid mixed returns in global markets. The Eurekahedge Hedge Fund Index was up 0.71% during the month, while the MSCI World Index gained 1.76% in March. Key highlights for March 2013: Early reports indicate positive asset flows to hedge funds in March; 1Q 2013 witnessed positive […] Read more »