From Simon Kerr

Hedge Fund Insight has come back during the covid pandemic. The latest articles reflect quant methods, big data, and new inputs to decision-making at hedge funds.

Going back a bit further there has been a recovery in NPL sales and banks’ restructuring activities of last year. The NPL ratio, covering all EU banks, has started to rise again. At the end of Q2 2020, the NPL ratio for all EU banks was 2.8% (+0.2 p.p. compared to Q4 in 2019). Depending on how the crisis evolves, the number of NPLs might be on the rise in the coming months and Distressed managers need new inventory from which to choose.

As before HFI captures wider trends through the particular. For example, the latest article on York Capital Management in Europe reflects a tough time for their equity-related strategies, and a wider trend for withdrawal by large hedge fund groups from managing “Other People’s Money”.

The Argo Group article is written to reflect the multi-year trend of less involvement by insurers with hedge funds. The usual bugbears of investors of fees and performance are cited, but issues related to regulatory capital are never far away when it comes to insurers and hedge funds.




At the last re-design of Hedge Fund Insight a stream for marketing of hedge funds was introduced. This has been a consistent topic since the site was launched in July 2012. Further I consider it one of the topics which has had very good quality contributions. I recommend that readers use “marketing” as a search term in the website’s search facility to have a good look at what has been published on the topic here, or go to the Marketing section.

These are the first ten headlines for the topic:

10 Marketing Tips For People Who Don’t Have Time To Market

Does the Absence of Marketing at Quantedge Capital Matter?

Writing A Hedge Fund Marketing Plan

PODCAST 5 – RWC Talk About Marketing And Doubling Their Assets

Seven Things To Do To Improve Hedge Fund Marketing Material

An Allocators View Of An Effective First Meeting For Hedge Fund Marketing

10 Things You need To Know About Hedge Fund Marketing Content

Hedge Fund Marketing Jobs from JOBS Act Implementation

UK Asset Management Industry Expects to Ramp up Hiring and Marketing Spend

Hedge Fund Marketing Using the Internet

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Simon Kerr,  Editor & Publisher.