A Case for Liquid Alternatives from K2 Advisors

By David Saunders, Founding Managing Director, K2 Advisors (part of Franklin Templeton Solutions)   Some investors consider hedge funds mysterious, aggressively managed investments that may be too risky for the typical portfolio. But skeptics may be surprised to learn that the majority of hedge fund managers focus on providing capital appreciation with lower volatility than the broad […] Read more »

K2’s 2015 Outlook – Bias To Lower-Beta Sector Specialists In Equity Hedge

David C. Saunders, Founding Managing Director, & Robert Christian, Head of Research, K2 Advisors   We think earnings growth trends should provide support for long/short equity strategies in 2015, particularly in terms of specialty managers in areas such as health care, technology and activism. Meanwhile, opportunities in relative value have continued to evolve due in […] Read more »

The End is Nigh for Smaller Funds of Hedge Funds

For some time there have been questions raised about the sustainability of the business models of funds of hedge funds as a category. There is no doubt that they will continue to exist and that there will be winners as well as losers. But the rising tide of assets in the hedge fund industry is […] Read more »