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 »
Daniel Loeb Expects Market Dislocations in the Second Half of 2016
By Hedge Fund Insight staff Daniel Loeb, Chief Executive Officer of Third Point LLC recently* discussed the performance of the investment portfolio of Third Point Reinsurance, in the course of which he shared some of his expectations for the remainder of 2016. Our investment portfolio (managed by Third Point LLC) produced strong results in the second […] Read more »
Institutional Flows Power Growth for Claren Road, MKP Capital and BlueCrest in Credit
By Hedge Fund Insight staff In all investment strategies of the hedge fund industry the big have got bigger. The growth of assets has tended to be dominated by the top managers, whether in CTAs, macro or multi-strategy. In the period since the Credit Crunch of 2008-9 this long-term trend has accelerated. Between the […] Read more »