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 »

A Great Time To Buy Volatility

By Jerry Haworth, CIO and co-Founder of 36 South Capital Advisors LLP   [In this article the terms “volatility” and “options” are used interchangeably for the purpose of simplicity. Options are really a member of a family of volatility assets] Everybody loves options, the generic kind. We love to be able to look back and […] Read more »

HSBC Review of Hedge Funds in 2013 and Outlook for 2014

By Dean Turner, Investment Strategist, HSBC Private Bank Hedge funds reviewed Hedge funds have delivered healthy risk-adjustedreturns over the last few years, and have been a useful diversifier for portfolios. In our view, the macroeconomic and investing environment should remain supportive for managers across equity, credit and macro strategies. We have been positive on the […] Read more »

Hedge Fund Managers Are Increasingly Accommodative On Fees – Towers Watson Survey

From The Towers Watson Global Alternatives Survey 2013* The key trends for hedge funds identified in the survey relate to both single manager hedge funds and funds of hedge funds (FoHFs). The FoHF industry continues to adjust to the new normal, with FoHFs increasingly working with investors in some form of customised or bespoke manner. […] Read more »