Trusted Insighthttp://thetrustedinsight.com/2017-06-26T13:41:04.259380-04:00Trusted Insight, the world's largest platform for institutional investors with 40,000 LP investor professionals in 98 countries and territories around the globe. 30,000 institutional investors engage with Trusted Insight each week. They are actively investing in alternative assets, primarily private equity, hedge funds, real estate and private companies. Our users consist of pension funds, endowments, foundations, sovereign wealth funds, family offices, banks and insurance companies. 83% of Trusted Insight users continue to use the platform 6 months after initially signing up. Investors on the platform, on average manage in excess of $5 billion. We are a platform for qualified purchasers, not high net worth investors.
Global Macro Dives On Long Energy Positions
2017-06-26T13:41:04.259380-04:00https://www.thetrustedinsight.com/investment-news/global-macro-dives-on-long-energy-positions-20170626615/
The first half of the year has seen a sharp divergence in returns between Event Driven and Global Macro strategies. These dynamics were also at play last week and so far this month, with Event-Driven extending gains and Macro funds underperforming. Interestingly, the the very same configuration occurred as of end-June 2016.
Hedge Fund Industry Returns Positive For 7th Month In A Row
2017-06-23T10:46:03.935652-04:00https://www.thetrustedinsight.com/investment-news/hedge-fund-industry-returns-positive-for-7th-month-in-a-row-20170623568/
With five months of 2017 in the books, the $3 trillion hedge fund industry continues to look mostly positive on the surface. The majority of products are producing positive returns, and the average positive return has outweighed the average loss, but returns based on recent allocation trends have likely left some investors disappointed. The theme of less than fortunate results for 2016/17 fund flows continued into May. Event driven funds, a segment which has lost significant investor capital in the last two years, are among 2017 industry performance leaders. Macro strategies, particularly the industry’s largest which have also recently been...
Lyxor Reports Mixed Fortunes For Hedge Funds In May
2017-06-13T16:11:03.970848-04:00https://www.thetrustedinsight.com/investment-news/lyxor-reports-mixed-fortunes-for-hedge-funds-in-may-20170613306/
Hedge fund performance was mixed across strategies in May, according to the latest date released by Lyxor, with Event Driven funds extending their winning streak, while Macro strategies underperformed on the back of long positions on the USD and hard commodities.
Hedge Fund Performance Disparate In May, Says Lyxor
2017-06-07T11:26:04.886190-04:00https://www.thetrustedinsight.com/investment-news/hedge-fund-performance-disparate-in-may-says-lyxor-20170607158/
Hedge fund performance has been disparate across strategies in May, with event driven funds extending their winning streak (+0.7 per cent), fuelled by Merger Arbitrage which tends to perform well when bond yields fall, according to Lyxor.
Hedge Fund Capital At Record Level For Third Consecutive Quarter
2017-04-21T16:51:05.964519-04:00https://www.thetrustedinsight.com/investment-news/hedge-fund-capital-at-record-level-for-third-consecutive-quarter-20170421808/
Total hedge fund industry capital increased to a third consecutive quarterly record in the first quarter of 2017, as investors increased allocations to event driven and quantitative, trend-following systematic macro strategies. read more
Hedge Funds Maintain Performance Momentum In February, Says Preqin
2017-03-15T11:01:06.498186-04:00https://www.thetrustedinsight.com/investment-news/hedge-funds-maintain-performance-momentum-in-february-says-preqin-20170315481/
The Preqin All-Strategies Hedge Fund benchmark recorded returns of 1.18 per cent in February, building on the 1.43 per cent gains seen the previous month. This contrasts with the losses that hedge funds incurred in February 2016. The industry has now recorded 11 months of positive gains in the past year, and 12-month performance has consequently risen to 13.63 per cent, the highest level since May 2013 (+13.76 per cent). Most leading hedge fund strategies returned positive figures in February, with event driven strategies (+1.46 per cent) and equity strategies (+1.54 per cent) funds once again posting the strongest gains.
Hedge Funds Up 1 Per Cent In February, Says Lyxor
2017-03-10T11:01:05.721516-05:00https://www.thetrustedinsight.com/investment-news/hedge-funds-up-1-per-cent-in-february-says-lyxor-20170310329/
The Lyxor Hedge Fund Index was up 1 per cent in February, with eight out of 10 Lyxor indices in positive territory. CTAs outperformed thanks to their substantial long positions on equities. Event driven were on the rise as M&A activity in the US remained robust.
Hedge Funds Up 1.35 Per Cent In January, Says BarclayHedge
2017-02-28T17:56:04.531943-05:00https://www.thetrustedinsight.com/investment-news/hedge-funds-up-135-per-cent-in-january-says-barclayhedge-20170228949/
Hedge funds were up 1.35 per cent in January, according to the Barclay Hedge Fund Index compiled by BarclayHedge, with all but two of Barclay’s 17 hedge fund indices gaining ground during the month. Emerging Markets got off to a fast start in 2017 with a 2.63 per cent gain, Technology was up 2.57 per cent, Healthcare and Biotechnology gained 2.22 per cent, the Event Driven Index added 2.08 per cent, and Distressed Securities were up 1.78 per cent.
Hedge Funds Started 2017 Up 0.87 Percent In January
2017-02-21T18:35:08.538831-05:00https://www.thetrustedinsight.com/investment-news/hedge-funds-started-2017-up-087-percent-in-january-20170221708/
Hedge funds started the year on a positive note, up 0.87% during the month of January. Meanwhile, underlying markets as represented by the MSCI AC World Index (Local) gained 1.49% over the same period. Among regional mandates, Latin American hedge fund managers topped the tables, gaining 3.73% while event driven managers posted the best returns, up 2.02% among strategic mandates. Financial markets were still hinged on the developments post-Trump inauguration with US equity markets trading higher at the start of January on the back of encouraging US macro data. The flow of economic data from major economies outside of the...
Hedge Funds Enter 2017 On Positive Note With 0.84 Gains
2017-02-16T16:49:21.959685-05:00https://www.thetrustedinsight.com/investment-news/hedge-funds-enter-2017-on-positive-note-with-084-gains-20170216581/
Among regional mandates, Latin American hedge fund managers topped the tables, gaining 3.47% while event driven managers posted the best returns, up 1.95% among strategic mandates. Financial markets ...
Fixed Income Arbitrage Outperforms In A Rising Rate Environment, Says Lyxor
2017-02-16T16:45:13.008915-05:00https://www.thetrustedinsight.com/investment-news/fixed-income-arbitrage-outperforms-in-a-rising-rate-environment-says-lyxor-20170216579/
Hedge fund performance is flat year to date, with Global Macro and CTAs down, while Fixed Income Arbitrage and Event Driven have outperformed, according to Lyxorâs latest Hedge Fund Brief. read more
Most Consistent Top Performing Hedge Funds In 2016
2017-02-07T17:12:50.561972-05:00https://www.thetrustedinsight.com/investment-news/most-consistent-top-performing-hedge-funds-in-2017-20170207243/
Preqin issues league tables of funds that have consistently generated higher returns and lower volatility than their peers over the past five years Drawing on data compiled for the 2017 Preqin Global Hedge Fund Report, Preqin has created league tables of hedge funds that have most consistently delivered strong, stable performance. These league tables do not seek in any way to endorse these funds, but rather to illustrate those that have performed the most consistently over the period January 2012 – December 2016. Seven leading strategies are represented: equity strategies, macro strategies, event driven strategies, credit strategies, relative value strategies,...
Hedge Funds Are Up 0.41% In November; 3.53% YTD
2016-12-22T06:05:07.051471-05:00https://www.thetrustedinsight.com/investment-news/hedge-funds-are-up-041-in-november-353-ytd-20161222796/
Hedge funds were up 0.41% during the month of November, with 2016 year-to-date returns coming in at 3.53%. Meanwhile, underlying markets as represented by the MSCI AC World Index (Local) gained 2.88% in November with its 2016 year-to-date returns at 4.88%. Roughly 56% of underlying constituent funds for the Eurekahedge Hedge Fund Index were in positive territory this month, with majority of them being long/short equities mandated. North American hedge fund managers posted the best returns among regional peers this month, with gains of 2.28% while among strategic mandates, event driven hedge funds led the tables with gains of 1.85%. We believe...
Lyxor: Hedge Fund Index Up As New Market Regime Takes Shape Post-Election | FINalternatives
2016-11-29T17:40:12.609705-05:00https://www.thetrustedinsight.com/investment-news/lyxor-hedge-fund-index-up-as-new-market-regime-takes-shape-post-election-finalternatives-20161129841/
Hedge funds enjoyed broad-based returns last week as equity, bond and currency assets remained largely in their respective lanes as financial markets continue adapting to Donald Trump’s election win, according to the latest edition of Lxyor Asset Management’s Weekly Brief. The Lyxor Hedge Fund Index gained 0.7% for the week through November 22, with all sub-strategies except one ending the period on a positive note. Event Driven led the pack, gaining 0.9% and supported by positive returns in both Merger Arbitrage and Special Situations segments, while Global Macro and L/S Equity gained ground, up 0.8% and 0.7% respectively. Fixed Income...
Moab Capital Partners Up 8,4% YTD Details Bullish Tower Semiconductor Thesis
2016-11-07T16:45:11.062123-05:00https://www.thetrustedinsight.com/investment-news/moab-capital-partners-up-84-ytd-details-bullish-tower-semiconductor-thesis-20161107930/
Moab Capital Partners the event driven value oriented hedge fund returned 0.03% for investors during September, bringing year-to-date gains to 8.44%, outpacing the S&P 500 which returned 7.83% over the same period according to the fundâs monthly letter to investors, [âŚ]
Hutchin Hill Plans to Close Hong Kong Office After 19 Months
2016-10-18T18:20:01.611846-04:00https://www.thetrustedinsight.com/investment-news/hutchin-hill-plans-to-close-hong-kong-office-after-19-months-20161018837/
Hutchin Hill Capital, the $3.4 billion New York-based hedge fund led by Neil Chriss, is shutting its 19-month-old Hong Kong office.
While the fund’s Pan-Asian Event Driven strategy has been “modestly profitable” since its inception, profits were driven “largely by its syndicate activities and the core Event book has not met our performance criteria,” according to a letter sent to investors Monday. Hutchin Hill will focus instead on opportunities in the U.S.
Hedge Funds Redemption Pressures Receded In August
2016-09-23T15:45:10.831893-04:00https://www.thetrustedinsight.com/investment-news/hedge-funds-redemption-pressures-receded-in-august-20160923698/
The redemption pressures weighing heavily on the hedge fund industry mostly abated in August. After outflows in June and July nearly reminiscent of the tailend of the global financial crisis, investors’ dissatisfaction with 2015 performance may be exhausted. While this is positive for sectors able to perform well this year, including event driven and certain credit strategies, the picture is not universally bright. Commodity strategies have seen performance dips in recent months, and there is evidence of dissatisfaction with near-term performance from investors in both macro and managed futures universes. Despite these pockets of negativity, the appearance of large multi-strategy...
Hedge Funds Performance Shows Dispersion In August And For The Year - Mark Rzepczynski - Harvest
2016-09-06T18:20:10.977309-04:00https://www.thetrustedinsight.com/investment-news/hedge-funds-performance-shows-dispersion-in-august-and-for-the-year-mark-rzepczynski-harvest-20160906718/
<div>2016 is a year that is turning out to be a winner for relative value hedge funds focused on distressed and event driven strategies. These two along with special situations, equity market direction, and convertible arbitrage also proved to be the August winners. The losers for the month were fundamental growth and systematic CTA's. Both these strategies need movement in economic or firm-specific fundamentals which just did not occur for the month. Relative to the flat equity and fixed income markets, August performance for hedge funds was at best fair. </div>
Hedge Funds Mark Fifth Consecutive Month Of Gains In July
2016-08-12T13:30:13.099632-04:00https://www.thetrustedinsight.com/investment-news/hedge-funds-mark-fifth-consecutive-month-of-gains-in-july-20160812585/
The hedge fund industry posted overall returns of 2.17% in July, marking the largest cumulative period of positive performance since May 2013, with the industry returning 6.96% since the beginning of March. As a result, 2016 YTD returns now stand at 3.67%, and 12-month performance has returned to positive territory for the first time since December, at 1.58%. All leading strategies posted positive returns for the month, with equity strategies (+2.78%) and event driven strategies (+2.71%) in particular making gains. For 2016 so far, event driven strategies (+6.13%) and macro strategies (+4.57%) have the highest performance, with equity strategies (-0.12%)...
Hedge Funds: Redemptions Continued In March, Q1 Flows Negative
2016-04-28T16:26:44.216778-04:00https://www.thetrustedinsight.com/investment-news/hedge-funds-redemptions-continued-in-march-q1-flows-negative-20160428413/
2015 performance continues to weigh heavily on investor sentiment toward the hedge fund industry. Despite many funds receiving new allocations in 2016, redemptions from within macro and event driven ...
Lyxor: 'Make Or Break' Environment Keeps Hedge Funds On Sidelines
2016-03-11T09:00:26.486282-05:00https://www.thetrustedinsight.com/investment-news/lyxor-make-or-break-environment-keeps-hedge-funds-on-sidelines-20160311356/
Markets remain mired in an intertwined “make or break” moment, creating pricing anomalies that could result in further rotations at the macro, sector and factor levels, according to the latest edition of Lyxor Asset Management’s Weekly Brief. The Lyxor Hedge Fund Index was up +0.5% last week, led by Global Macro (+1.4%) and CTAs (+0.4%). CTAs thrived on FX positions, including GBP crosses, and to a lesser extent, on bonds, while Macro funds thrived on Brexit risks. For the year to date, the Hedge Fund Index is down 0.2%, pulled down by a -3.9% YTD drop in the L/S Equity...
Hedge funds Are Betting Against Saudi Arabia’s Currency
2016-03-07T17:08:28.670605-05:00https://www.thetrustedinsight.com/investment-news/hedge-funds-are-betting-against-saudi-arabias-currency-20160307101/
Reuters/Ali JarekjiA man holds a 50 riyal ($13.3) note, which shows the Dome of the Rock in Jerusalem old city and Saudi’s King Abdullah, in Riyadh....
Hedge Funds See No Respite In Asia After Brutal Start To Year
2016-03-02T16:00:28.807586-05:00https://www.thetrustedinsight.com/investment-news/hedge-funds-see-no-respite-in-asia-after-brutal-start-to-year-20160302836/
Hedge funds in Asia, which struggled with a brutal market selloff last month, don’t see a respite anytime soon. The $241 million Orchid China Master Fund extended January’s 11.2 percent decline to slump another 2.6 percent this month through Feb. 15 and is bracing for more market swings, according to a letter to investors. The $33 […]
Barclay Hedge Fund Index Down 2.83 Per Cent In January As Hedge Funds Suffer Worst Start In Eight Years
2016-02-28T10:30:17.469016-05:00https://www.thetrustedinsight.com/investment-news/barclay-hedge-fund-index-down-283-per-cent-in-january-as-hedge-funds-suffer-worst-start-in-eight-years-20160228640/
Hedge funds lost 2.83 per cent in January according to the Barclay Hedge Fund Index compiled by BarclayHedge – the worst start to a new year in eight years since the Index dropped 3.26 per cent in January 2008. read more
Hedge Funds In Asia Had Nowhere To Hide In January ‘Bloodbath’
2016-02-20T14:30:10.670833-05:00https://www.thetrustedinsight.com/investment-news/hedge-funds-in-asia-had-nowhere-to-hide-in-january-bloodbath-20160220290/
Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. Hedge funds in Asia, which navigated turbulent markets to post gains in 2015, had nowhere to hide in January. As global stocks, currencies, commodities and risky bonds were roiled in a renewed frenzy of selling in January, hedge funds including those from Quam Asset Management Ltd. and Greenwoods Asset Management Ltd. fell more than 10 percent last month, while one from Springs Capital fell more than 20 percent. As a group,...
Lyxor: Hedge Fund Index Gains 0.3% On Global Macro Performance
2016-02-12T11:30:11.870702-05:00https://www.thetrustedinsight.com/investment-news/lyxor-hedge-fund-index-gains-03-on-global-macro-performance-20160212934/
Recent market action has supported hedge fund strategies with significant exposure to currency and fixed-income trends, according to Lyxor Asset Management’s most recent Weekly Brief. The Lyxor Hedge Fund Index was up 0.3% in the week through February 2, outperforming the MSCI World Index by a small margin. All sub-strategies except Fixed Income contributed to the performance, with Global Macro funds primarily supported by short positions on the yen and long duration positions in U.S. fixed income. The company’s CTA and Long/Short Equity measures were largely flat, each eking out gains of 0.1%, while Event-Driven booked 0.2%. Global Macro performed...
Quant Macro Hedge Funds Surge In January As Equities And Oil Extend Declines
2016-02-11T17:00:19.588923-05:00https://www.thetrustedinsight.com/investment-news/quant-macro-hedge-funds-surge-in-january-as-equities-and-oil-extend-declines-20160211914/
Hedge funds posted mixed performance to begin 2016 as global financial markets plunged, driven by steep declines in oil and concerns regarding the global impact of the slowing Chinese economy, resulting in the worst start to a year for hedge funds since 2008. The broad-based HFRI Fund Weighted Composite Index posted a decline of -1.7 per cent for January, bringing the Index Value to 12073.48, while the HFRI Asset Weighted Composite Index fell -1.2 per cent, according to data released today by HFR, the established global leader in the indexation, analysis and research of the global hedge fund industry. Total...
Paulson & Co. Partner Departs To Launch Hedge Fund Firm
2016-02-03T09:00:12.114205-05:00https://www.thetrustedinsight.com/investment-news/paulson-co-partner-departs-to-launch-hedge-fund-firm-20160203394/
Samantha Greenberg is leaving to launch her own fund concern.
Liquid Alts Mostly Underperformed Hedge Funds In December
2016-01-29T10:00:20.706943-05:00https://www.thetrustedinsight.com/investment-news/liquid-alts-mostly-underperformed-hedge-funds-in-december-20160129175/
Liquid alternatives underperformed their hedge-fund counterparts in December, at least according to the Wilshire Liquid Alternative Index, which returned -1.95% for the month and trailed the HFRX Global Hedge Fund Index by 62 basis points. Liquid alts also fell short of the long-only S&P 500’s returns, which came in at -1.58% in the final month of 2015. The Wilshire Liquid Alternative Index is intended to provide a “representative baseline” for the broad liquid alternative investment category. The index is also broken down into individual styles: Of the five, liquid alts in the relative value category had the best performance in...
Hedge Fund Assets Up To USD2.90tn In Q4 Despite Performance Declines
2016-01-22T10:30:10.942238-05:00https://www.thetrustedinsight.com/investment-news/hedge-fund-assets-up-to-usd290tn-in-q4-despite-performance-declines-20160122905/
Total global hedge fund capital rose to USD2.90 trillion in Q4, as financial market volatility, driven by concerns about slowing Chinese growth and energy market weakness, accelerated into year-end, according to the latest HFR Global Hedge Fund Industry Report. Hedge fund capital increased by over USD22.8 billion on the previous quarter with the performance asset gain offsetting a small investor net capital outflow of USD1.52 billion in Q415, the first quarterly net outflow since Q411.
Barclay Hedge Fund Index Down 0.64 Per Cent In December
2016-01-20T11:00:14.344130-05:00https://www.thetrustedinsight.com/investment-news/barclay-hedge-fund-index-down-064-per-cent-in-december-20160120801/
Hedge funds lost 0.64 per cent in December according to the Barclay Hedge Fund Index compiled by BarclayHedge. The Index was up 0.29 per cent at the end of 2015, its smallest yearly gain since 2011 when it declined 5.48 per cent. The Index was unable to outperform the S&P 500 Total Return Index, which gained 1.38 per cent last year.
HFR: Energy, Quant Strategies Lead Index To Fourth Annual Decline Since 1990
2016-01-12T09:30:13.630061-05:00https://www.thetrustedinsight.com/investment-news/hfr-energy-quant-strategies-lead-index-to-fourth-annual-decline-since-1990-20160112399/
Hedge funds concluded a volatile, turbulent year in financial markets with declines in December, according to new data from industry benchmark provider Hedge Fund Research. Oscillating between positive and negative performance throughout the year, the HFRI Fund Weighted Composite Index fell -0.85% in December and ended the year down 0.85%. This was only the fourth calendar year decline in hedge fund performance since 1990, according to HFR. Despite the decline, an estimated 55% of all hedge funds posted gains for 2015. Equity Hedge strategies outperformed U.S. equities in December, with steep losses in energy-focused strategies partially offset by gains in...
Here's What Worked For Hedge Funds In 2015
2016-01-05T15:30:12.275110-05:00https://www.thetrustedinsight.com/investment-news/heres-what-worked-for-hedge-funds-in-2015-20160105040/
While there is little doubt that 2015 was a challenging year for many hedge funds, there were a few bright spots where managers were able to capture value and add alpha. In short, what worked in 2015 were stocks in the mega-cap space that were responsible for the majority of the growth in the US Equities market for the year. While they were not obscure names, hedge funds were successful in not only identifying these stocks but also allocating to them heavily. Given the poor market breadth we’ve seen, this was an important source of alpha for managers struggling to...
Lyxor: Hedge Funds Should Outperform Traditional Assets In Tightening Environment
2015-12-23T16:00:19.983698-05:00https://www.thetrustedinsight.com/investment-news/lyxor-hedge-funds-should-outperform-traditional-assets-in-tightening-environment-20151223697/
Hedge funds were relatively resilient in an otherwise risk-off environment last week leading up to the Fed’s long-awaited first interest rate hike, according to Lyxor Asset Management’s most recent Weekly Brief. The Lyxor Hedge Fund Index dipped 0.5% in the period between December 8 and December 15, 2015, giving up nearly all of the gains in the prior week. Event Driven managers outperformed, gaining 0.2% and the sole positive member of Lyxor’s substrategies. Within the group, both Merger Arbitrage and Special Situations funds ending flat or slightly positive. Long/Short equity funds, meanwhile, also navigated the turmoil relatively well, as strategies...
Credit Suisse Hedge Fund Index +0.20% In November On Managed Futures Funds
2015-12-16T17:00:16.285154-05:00https://www.thetrustedinsight.com/investment-news/credit-suisse-hedge-fund-index-020-in-november-on-managed-futures-funds-20151216244/
The Credit Suisse Hedge Fund Index gained 0.20% for the month of November, continuing October’s strong result and bringing the measure’s year to date performance back into the green at +0.14%. Managed futures led the group, gaining 3.73% and echoing other hedge fund benchmarks that noted strong CTA performance last month. Global macro strategies gained 1.41%, followed by 0.23% in Multi-Strategy and minimal 0.15% and 0.08% gains in Emerging Markets and Fixed Income Arbitrage, respectively. On the negative side, it was a tough month for Dedicated Short Bias strategies, which fell -3.27%, Equity Market Neutral, which lost 1.03%, and for...
Growth in the hedge fund sector slows
2015-12-10T14:00:18.108221-05:00https://www.thetrustedinsight.com/investment-news/growth-in-the-hedge-fund-sector-slows-20151210848/
In this exclusive excerpt from Preqin's forthcoming 2016 Global Hedge Fund Report, due out in January, we take a closer look at how the hedge fund industry has changed over the course of 2015. read more
Macro, CTA gains lead HFRI in November
2015-12-09T11:00:18.431277-05:00https://www.thetrustedinsight.com/investment-news/macro-cta-gains-lead-hfri-in-november-20151209747/
Hedge funds extended the prior month’s gains in November, driven by strong Macro & CTA performance, according to data released today by HFR. read more
Jon Witharr, Steve Deitch join hedge fund manager Deimos Asset Management as MDs and portfolio managers
2015-12-03T11:29:41.024955-05:00https://www.thetrustedinsight.com/investment-news/jon-witharr-steve-deitch-join-hedge-fund-manager-deimos-asset-management-as-mds-and-portfolio-managers-20151203491/
The Brasidas Capital Management team of Jon Withaar and Steve Deitch have joined multi-strategy hedge fund manager Deimos Asset Management as Managing Directors and Portfolio Managers.
Lyxor: Defensive Stance on Commodities Pays Off for Hedge Funds
2015-11-25T10:30:19.023083-05:00https://www.thetrustedinsight.com/investment-news/lyxor-defensive-stance-on-commodities-pays-off-for-hedge-funds-20151125108/
Most hedge funds are up in November as trends in place in commodities and currency markets continue unabated, according to the latest weekly briefing from Lyxor Asset Management covering the period November 10 through November 17. read more
Barclay Hedge Fund Index gains 2.19 per cent in October
2015-11-19T16:00:19.264800-05:00https://www.thetrustedinsight.com/investment-news/barclay-hedge-fund-index-gains-219-per-cent-in-october-20151119788/
Hedge funds gained 2.19 per cent in October according to the Barclay Hedge Fund Index compiled by BarclayHedge. The Index rebounded in October after four months of losses, and is now up 0.69 per cent in 2015. “A global rally in equities fuelled by continued easing in the US, Europe and Japan, together with stabilising economic signs from China helped propel the S&P 500 to a gain of 8.30 per cent in October, its strongest showing since October of 2011 when it gained 10.9 per cent,” says Sol Waksman (pictured), founder and president of BarclayHedge.
BofAML: Hedge Funds Buy Most 10-Year Treasury Contracts Since August 2010
2015-11-19T14:00:14.030270-05:00https://www.thetrustedinsight.com/investment-news/bofaml-hedge-funds-buy-most-10-year-treasury-contracts-since-august-2010-20151119742/
Hedge funds added to their equity exposure last week amidst general market softness, according to the latest edition of Bank of America Merrill Lynch’s Hedge Fund Monitor, while also buying the most 10-year Treasury contracts since August 2010. Large hedge funds bought NASDAQ 100 contracts for the sixth consecutive week, noted BofAML, while money managers also broke a new record on weekly selling of gold. Meanwhile, BofAML’s investable Hedge Fund Composite index dipped 0.48% last week and is now up 1.09% QTD through Nov. 11, the company noted. CTA advisors and Macro strategies performed the best last week, and were up 0.92%...
Hedge funds surge in October on back of global event equities rally
2015-11-09T11:26:19.047800-05:00https://www.thetrustedinsight.com/investment-news/hedge-funds-surge-in-october-on-back-of-global-event-equities-rally-20151109048/
Hedge funds posted strong gains in October to begin the fourth quarter in positive fashion, according to data released by HFR. October’s gains partially reversed declines from a volatile Q3, driven by equity, fixed income and credit-sensitive strategies. The HFRI Fund Weighted Composite Index (FWC) posted a gain of +1.7 per cent for the month, bringing the FWC to a Net Asset Value of 12,424, with gains led by Equity Hedge and Activist strategies. October represents the strongest FWC monthly gain since February and brings the YTD performance to +0.03 per cent. This YTD gain tops the decline of the...
Hedge Fund Returns: Activist Investing Daily
2015-11-06T15:19:16.992401-05:00https://www.thetrustedinsight.com/investment-news/hedge-fund-returns-activist-investing-daily-20151106979/
This is the hedge fund returns version of the activist investing daily, with a focus on how a couple big activists are doing. CNX is off 76% YTD, SUNE off 59% and MU down 50%. Yet, Einhorn still believes that all three of these position will work out. As Einhorn noted in the recent quarterly letter: "It takes time, diligence, and possibly even some directed guidance for new investors to get up to speed. Lacking a strong incentive to dig through the numbers, some investors simply see a falling knife and look no further. This is what we see from...
Hedge fund manager Highland Capital Management appoints new president of institutional products
2015-10-26T17:03:57.542063-04:00https://www.thetrustedinsight.com/investment-news/hedge-fund-manager-highland-capital-management-appoints-new-president-of-institutional-products-20151026318/
Dallas-based alternative investment manager Highland Capital Management has appointed Terry Jones as President of Institutional Products. read more
All six IQ Hedge indexes down in September
2015-10-20T15:23:04.429398-04:00https://www.thetrustedinsight.com/investment-news/all-six-iq-hedge-indexes-down-in-september-20151020978/
All six of IndexIQ’s IQ Hedge investable hedge fund replication indexes recorded negative performance in September. read more
Activists Funds Tank; Down 10.3% In Q3, Now -8.1% YTD
2015-10-16T11:43:22.536563-04:00https://www.thetrustedinsight.com/investment-news/activists-funds-tank-down-103-in-q3-now-81-ytd-20151016754/
Get the entire 10-part series on Ray Dalio in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues. The hedge fund industry produced an aggregate return of -1.20% in September, dropping YTD returns further into negative territory for 2015, -2.35%. The industry’s last annual decline was 2011 when average returns were -4.99% and the S&P rose +2.11%. For many in the hedge fund industry, 2015 is shaping up as the worst year since 2011, if not since 2008. One primary difference between 2015 and 2011 is many major markets produced positive returns in...
HFRI Index Books Fourth Consecutive Monthly Decline, Loses -1.1% In September
2015-10-09T11:29:14.022441-04:00https://www.thetrustedinsight.com/investment-news/hfri-index-books-fourth-consecutive-monthly-decline-loses-11-in-september-20151009352/
Hedge funds declined for the fourth consecutive month in September but still outperformed the S&P 500 and Dow Jones Industrial Average, according to new data released today by global index and data provider Hedge Fund Research. read more
Hedgies Shuffling Their Stakes In Itron, Inc. (ITRI) and St. Joe Co (JOE)
2015-10-02T16:03:13.815968-04:00https://www.thetrustedinsight.com/investment-news/hedgies-shuffling-their-stakes-in-itron-inc-itri-and-st-joe-co-joe-20151002940/
Most investors don’t understand hedge funds and indicators that are based on hedge funds’ activities. They ignore hedge funds because of their recent poor performance in the bull market. Our research indicates that hedge funds underperformed because they aren’t 100% long. We uncovered that hedge funds’ long positions actually outperformed the market. For instance the 15 most popular small-cap stocks among funds beat the S&P 500 Index by more than 80 percentage points since the end of August 2012. These stocks returned a cumulative of 118% vs. a 60% gain for the S&P 500 Index (read more details). That’s why...
Hedge Fund Allocations Growing, Market Neutral Benefits
2015-09-29T17:25:54.555785-04:00https://www.thetrustedinsight.com/investment-news/hedge-fund-allocations-growing-market-neutral-benefits-20150929659/
Investors in the Barclay Capital “Midyear 2015 Global Hedge Fund Industry Trends and Allocation Outlook” have, on average, their largest portfolio allocation to alternative investments, a trend that has gained steam recently but one that has been intact for the past decade. Unlike the traditional 60 percent / 40 percent allocated towards stocks and bonds respectively, the traditional institutional portfolio looks different. Pension funds, family offices, private banks and insurance companies, on average, have a portfolio that looks more like 41 percent alternatives, 31 percent invested in stocks and 21 percent in fixed income. The allocation towards alternatives is strong...
Greenwich Global Hedge Fund Index Down -2.25% in August
2015-09-22T19:25:08.868009-04:00https://www.thetrustedinsight.com/investment-news/greenwich-global-hedge-fund-index-down-225-in-august-20150922336/
The Greenwich Global Hedge Fund Index fell -2.25% during August, the latest statistical measure to show the headwinds faced by alternative asset managers during the month. read more
Credit Suisse Index Falls In August
2015-09-17T10:28:41.026976-04:00https://www.thetrustedinsight.com/investment-news/credit-suisse-index-falls-in-august-20150917080/
New York (HedgeCo.net) – The Credit Suisse Hedge Fund Index, the last of the main hedge fund indices, released August results yesterday and it showed the broad index lost 1.99% during the month. The monthly result erased the gains from […]
GSAM: In the August Selloff, Liquid Alternatives Worked
2015-09-16T18:39:44.605231-04:00https://www.thetrustedinsight.com/investment-news/gsam-in-the-august-selloff-liquid-alternatives-worked-20150916071/
New research from Goldman Sachs Asset Management suggests liquid alternatives performed relatively strongly during August’s market gyrations. GSAM tracks the performance of such liquid alternatives through five liquid alternative peer groups, believing that by paring down the universe of liquid alternative funds to those that employ hedge fund-like strategies and categorizing them in a traditional hedge fund framework allows investors to better evaluate performance, and see how “alternative” they really are. According to GSAM, liquid alternatives performed strongly in August. Three of its liquid alternative investments peer groups lost less than 1% over the most volatile stretch of August, as...
BofAML: Hedge Funds Sell NASDAQ By Most Since 2007
2015-09-01T12:46:50.355024-04:00https://www.thetrustedinsight.com/investment-news/bofaml-hedge-funds-sell-nasdaq-by-most-since-2007-20150901553/
Hedge funds sold off NASDAQ exposure last week by the most since 2007, according to data from the latest issue of Bank of America Merrill Lynch’s Hedge Fund Monitor, with Long/Short and Market Neutral hedge funds cutting market exposure to their lowest levels since late April/early May.
Hedge funds welcome chance to profit from market chaos
2015-08-19T19:30:34.564936-04:00https://www.thetrustedinsight.com/investment-news/hedge-funds-welcome-chance-to-profit-from-market-chaos-20150819969/
Funds of hedge funds say market unrest and uncertainty around the world have handed them the opportunity to finally capture alpha. And the new volatile conditions are set to sort the winners from the losers.
July’s market dispersion proves positive for global macro performance, says GAM
2015-08-19T19:30:12.426708-04:00https://www.thetrustedinsight.com/investment-news/julys-market-dispersion-proves-positive-for-global-macro-performance-says-gam-20150819961/
Hedge
July brought dispersion across geographies and asset classes. As fears about a Grexit receded, European equities and fixed income rallied, according to GAM’s latest Hedge Funds Industry Update.
read more
Activist and Technology Hedge Funds Lead Gains to Close Year
2015-01-11T21:45:11.930845-05:00https://www.thetrustedinsight.com/investment-news/activist-and-technology-hedge-funds-lead-gains-to-close-year-20150111043/
Hedge funds posted gains to conclude the volatile month of December, led by contributions from CTAs, Technology and Shareholder Activist strategies, according to HFR....
CTA's Six Consecutive Months of Gains
2014-10-23T14:17:34.727203-04:00https://www.thetrustedinsight.com/investment-news/ctas-six-consecutive-months-of-gains-20141023474/
Q3 2014 was the poorest quarter for hedge funds (-0.36%) (Fig. 1) since Q2 2012 and saw Preqin’s All Hedge Funds benchmark negative for both July (-0.14%) and September (-1.21%). Year-todate returns ...
Hedge funds End Q2 Up 3.2%
2014-07-09T12:51:07.228812-04:00https://www.thetrustedinsight.com/investment-news/8241-hedge-funds-end-q2-up-32-20140709241/
Hedge funds finished the second quarter of the year on a stronger note with the Eurekahedge Hedge Fund Index up 1.45% in June, according to Eurekahedge . On a year-to-date basis, hedge funds are up 3...
Japanese Investors Stay with Hedge Funds
2014-07-02T11:59:22.808869-04:00https://www.thetrustedinsight.com/investment-news/8145-japanese-investors-stay-with-hedge-funds-20140702145/
Below you’ll find a chart that covers one year in the life of the Nikkei 225, concluding June 27, 2014....
JOBS Act could lead to greater hedge fund use of social media
2014-04-22T11:05:17.945347-04:00https://www.thetrustedinsight.com/investment-news/6866-jobs-act-could-lead-to-greater-hedge-fund-use-of-social-media-20140422866/
“The JOBS Act provides great opportunities for marketing. I really do believe that hedge funds are going to start providing more information on their websites, and I feel social media will play a big role in attracting new investors,” said Maynard Hellman, general counsel at Barnstar Funds, a Florida-based event driven hedge fund, speaking at the Operations for Alternatives conference in Palm Beach, Florida.
Greenwich Global Hedge Fund Index down -0.16 in March (+1.18 YTD)
2014-04-07T16:16:02.987262-04:00https://www.thetrustedinsight.com/investment-news/6649-greenwich-global-hedge-fund-index-down-016-in-march-118-ytd-20140407649/
Long-Short Equity Strategies were the second best strategy for both March and the first quarter with returns of +0.27% and +2.05% respectively....
Salus Alpha RN Special Situation Fund ranks second in UCITS report
2014-03-27T07:15:13.787245-04:00https://www.thetrustedinsight.com/investment-news/6510-salus-alpha-rn-special-situation-fund-ranks-second-in-ucits-report-20140327510/
The Salus Alpha RN Special Situation fund delivered a good start to 2014, up 1.90 per cent in January....
Hedge Funds Shun Emerging Markets, Embrace Europe: Credit Suisse
2014-03-26T15:17:44.023522-04:00https://www.thetrustedinsight.com/investment-news/6501-hedge-funds-shun-emerging-markets-embrace-europe-credit-suisse-20140326501/
In their annual survey, CS found marked decline in appetite for emerging markets, global macro, CTAs and ABS strategies...
HFRX Global Hedge Fund Index decline -0.48 through mid-march (+0.86)
2014-03-19T11:50:31.155495-04:00https://www.thetrustedinsight.com/investment-news/6393-hfrx-global-hedge-fund-index-decline-048-through-mid-march-086-20140319393/
Declines in European equities were led by declines in Germany, France, UK, Switzerland and the Netherlands, while Asian equity market declines were led by Hong Kong, Korea, Japan and China. US equiti...
Hedge Funds Assets and Appetite Seen Growing
2014-03-19T10:55:39.216406-04:00https://www.thetrustedinsight.com/investment-news/6384-hedge-funds-assets-and-appetite-seen-growing-20140319384/
Hedge funds assets under management and their appetite for investments, including equities, are expected to grow this year, according to a new survey....
Cheyne Capital Launches Third Debt-Focused Opportunity Fund
2014-02-24T12:59:44.443746-05:00https://www.thetrustedinsight.com/investment-news/5935-cheyne-capital-launches-third-debt-focused-opportunity-fund-20140224935/
CRECH III will capitalize on the continuing dislocation of the European real estate debt markets and meet the growing demand for real estate finance.
The Difference between the Best and Worst Hedge Funds? Less than You Think
2014-01-28T17:30:58.896000-05:00https://www.thetrustedinsight.com/investment-news/5312-the-difference-between-the-best-and-worst-hedge-funds-less-than-you-think-20140128312/
Top hedge funds are only outperforming the worst ones by 21.5%, according to data from HFR.
Lyxor Hedge Fund Indices up 1.15 in December (+7.0 YTD)
2014-01-08T12:00:58.788788-05:00https://www.thetrustedinsight.com/investment-news/4787-lyxor-hedge-fund-indices-up-115-in-december-70-ytd-20140108787/
Opalesque Industry Update - Decent finish for the Lyxor Hedge Fund Indices, up 1.15% in December and closing the year up +7.0%. 2013, the year of monetary policy players, crowned one winning bet: Long Equity in developed countries and Short both gold and rates. Neutral on all other asset classes. >> Unsurprisingly, strategies playing an equity beta and restructuring themes offered the best returns, in particular L/S Equity and Event Driven funds. Conversely, L/S Credit and Fixed Income suffered from their trading fields falling out of favor.
Hedge funds gain $228 billion in 2013
2014-01-08T10:58:43.673703-05:00https://www.thetrustedinsight.com/investment-news/4768-hedge-funds-gain-228-billion-in-2013-20140108768/
In 2013, total hedge fund assets grew by US$228.8 billion, the fastest annual growth on record since 2007. Total assets under management of the hedge fund industry reached a historic high of US$2.01 trillion, according to data and research company Eurekahedge, which covers 28,000 alternative funds globally.
Fidelity Plants Flag in Hedge-Fund Turf
2013-12-23T15:18:58.711239-05:00https://www.thetrustedinsight.com/investment-news/4122-fidelity-plants-flag-in-hedge-fund-turf-20131223122/
The company launched two "event-driven" mutual funds, the latest foray by the firm into a sector traditionally dominated by hedge funds.The company launched two "event-driven" mutual funds, the latest...
Global hedge funds down 0.48 to mid December 5.61 year to date
2013-12-18T19:11:26.831837-05:00https://www.thetrustedinsight.com/investment-news/global-hedge-funds-down-048-to-mid-december-561-year-to-date-20131218982/
HFR's mid December figures find global hedge funds down 0.48% for the mid month...
Hedge Fund People: Jennifer Drake Joins Brevan Howard Spinn Off
2013-11-19T12:06:26.959615-05:00https://www.thetrustedinsight.com/investment-news/3086-hedge-fund-people-jennifer-drake-joins-brevan-howard-spinn-off-20131119086/
New York (Hedgeco.Net) - Jennifer Drake, a former Managing Director Goldman Sachs, has joined DW Investment Management. The $5bn company is the investment manager of the Brevan Howard Credit Value an...
SocGen's Yu Is Said to Start Hedge Fund With $250 Million
2013-10-29T11:57:28.127443-04:00https://www.thetrustedinsight.com/investment-news/socgens-yu-is-said-to-start-hedge-fund-with-250-million-20131029155/
Wayne Yu, head of event-driven investment at Societe Generale SA in New York, is starting his own hedge fund in the first quarter of next year, according to a person familiar with his plans....
HFR Webinar: Third Quarter 2013 In Review
2013-10-21T14:49:05.534072-04:00https://www.thetrustedinsight.com/investment-news/2116-hfr-webinar-third-quarter-2013-in-review-20131021116/
Hedge Fund Research - Source of HFR Database, HFRX Indices, HFRI Indices, HFR Hedge Fund Industry Reports and Hedge Fund perfromance data as well as the Glocap Hedge Fund Compensation Report, - - - ...
Neuberger Berman plans absolute return fund as DFM interest grows
2013-10-16T11:37:21.856045-04:00https://www.thetrustedinsight.com/investment-news/2045-neuberger-berman-plans-absolute-return-fund-as-dfm-interest-grows-20131016045/
Neuberger Berman is to launch a manager of managers absolute return vehicle as discretionary fund managers look to re-enter the space for the first time since the financial crisis.,Investment ,Neuberg...
Hedge funds make a comeback buoyed by US market... HFR indices reflect a positive July... | Hedgeweek
2013-08-14T16:36:59.655333-04:00https://www.thetrustedinsight.com/investment-news/1262-hedge-funds-make-a-comeback-buoyed-by-us-market-hfr-indices-reflect-a-positive-july-hedgeweek-20130814262/
The possibility that hedge funds are making a comeback has been explored in the media recently, suggesting that investors are once again hungry for the huge returns these funds...
Hedge funds profit from return of M&A
2013-08-14T15:44:55.915927-04:00https://www.thetrustedinsight.com/investment-news/hedge-funds-profit-from-return-of-ma-20130814257/
As developed world stock markets have surged this year, the corporate world has likewise seen a revival of deal-making, capital raisings and restructurings. And hedge funds - in particular, so-called ...
Karim Mawji's Special Situations, investing for yield: "I'm not afraid to go to cash" - Smarter Investing
2013-08-12T17:27:57.427046-04:00https://www.thetrustedinsight.com/investment-news/1217-karim-mawjis-special-situations-investing-for-yield-im-not-afraid-to-go-to-cash-smarter-investing-20130812217/
Such so-called "Special Situations" often have many moving parts. They can be difficult even for professional investors to fully understand. As a result, stocks in the group rarely get the benefit of...
French boutique launches Alt Ucits global macro fund
2013-07-31T11:43:51.546337-04:00https://www.thetrustedinsight.com/investment-news/1047-french-boutique-launches-alt-ucits-global-macro-fund-20130731047/
Alternative investment specialist Bernheim, Dreyfus & Co. has launched a global macro fund with $60 million in seed capital, the Paris-based boutique has announced....
50 Women In Hedge Funds 2013
2013-07-24T10:31:39.163036-04:00https://www.thetrustedinsight.com/investment-news/929-50-women-in-hedge-funds-2013-20130724929/
Women first worked on the floor of the New York Stock Exchange in 1943, and 1967 ushered in the first female NYSE member. Fast forward to 2013 and one woman sitting in Manhattan now presides over the...
Survival instincts through Black Swan Events define the best hedge fund managers
2013-06-19T13:07:51.504766-04:00https://www.thetrustedinsight.com/investment-news/survival-instincts-through-black-swan-events-define-the-best-hedge-fund-managers-20130619290/
From OpalesqueTV Bill Collins is Founder, CIO, and CEO of event-driven hedge fund Brencourt Advisors. Bill started on Wall Street in 1976 and began managing his first hedge fund in 1993, overseeing ING Furman Selz’s $1 billion portfolio before launching Brencourt in 2001.
In this Opalesque.TV interview Bill discusses the “survival instincts” that have propelled the success and longevity of certain top hedge fund managers. Most managers that survive market downturns and “black swan events” almost without fail will be in position to capitalize on the most lucrative future market opportunities. However, key to that success is maintaining active risk management; one that is both defensive in the short-term, but offensive in the long-term.
In addition, learn about the following:
• Key event-driven lessons learned from 35 years of market cycles:
-Hunt Silver Crisis: Power of asymmetrical trades
-Friday the 13th mini-crash: Shift from a merger to restructuring cycle
-Summer of 2002 accounting scandals: Focus on sum of the parts analysis, restructuring, liabilities
• Avoiding performance dilution through the discipline of knowing when to close a fund
• The challenges of 2008 in combatting elements of “game theory” as managers sold the same assets
• The value of discipline to never put up gates or block redemptions
• Global macro uncertainties, hedge out beta exposure and avoid directional strategies
• Where are the best event-driven opportunities?
WF Asia Fund Wins Best Asian Hedge Fund Award | Hedge Fund News From HedgeCo.Net
2013-06-19T11:42:17.639907-04:00https://www.thetrustedinsight.com/investment-news/383-wf-asia-fund-wins-best-asian-hedge-fund-award-hedge-fund-news-from-hedgeconet-20130619383/
This year saw a total of 17 awards presented on the night with WF Asia Fund taking home the Best Asian Hedge Fund award along with Best Asian Long/Short Equities Fund....