Trusted Insighthttp://thetrustedinsight.com/2023-07-31T14:51:07.548216-04:00Trusted 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.
Long/short Hedge Funds Get Crushed By Bearish Bets In July
2023-07-31T14:51:07.548216-04:00https://www.thetrustedinsight.com/investment-news/longshort-hedge-funds-get-crushed-by-bearish-bets-in-july-20230731615/
(marketscreener.com) Global long/short hedge
funds, those that bet stocks will fall or rise, were forced to
unwind bearish bets that were dragging down performance for most
of July, a Goldman Sachs report showed on Monday. Long/short are on track to post the worst monthly so-called
alpha performance since May 2022, which considers gains in
excess to...https://www.marketscreener.com/quote/stock/THE-GOLDMAN-SACHS-GROUP-12831/news/Long-short-hedge-funds-get-crushed-by-bearish-bets-in-July-44471316/?utm_medium=RSS&utm_content=20230731.
Atlas Responsible Investors Launches Ucits Version Of Long/short Equity Impact Fund
2022-07-13T08:21:07.162525-04:00https://www.thetrustedinsight.com/investment-news/atlas-responsible-investors-launches-ucits-version-of-longshort-equity-impact-fund-20220713833/
Parisian hedge fund Atlas Responsible Investors has launched the UCITS version of its long/short equity impact strategy, providing access to a wider range of investors.
Millennium Global Launches Systematic Long/short Currency Hedge Fund
2021-09-15T09:51:07.393094-04:00https://www.thetrustedinsight.com/investment-news/millennium-global-launches-systematic-longshort-currency-hedge-fund-20210915364/
Millennium Global launches systematic long/short currency hedge fund
Submitted
15/09/2021 - 1:21pm
Currency-focused investment manager Millennium Global Investments has launched a new systematic long/short currency hedge fund strategy to tap into burgeoning demand for non-correlated returns in what it calls a “favourable” investment environment. The Millennium Systematic Currency Alpha Strategy takes long and short positions in nine developed market currencies versus the US dollar, using a proprietary systematic investment model. Specifically, the investment algorithm is built around forward-looking momentum signals which will determine the probability of range expansion, trend reversals and gap risk as well as currency risk premia analysed using sparse-learning techniques.
Brummer Multi-strategy Ends August In Red, As Flagship Adds Financials-focused Long/short Hedge Fund
2021-09-03T14:51:17.185622-04:00https://www.thetrustedinsight.com/investment-news/brummer-multi-strategy-ends-august-in-red-as-flagship-adds-financials-focused-longshort-hedge-fund-20210903659/
Brummer Multi-Strategy ends August in red, as flagship adds financials-focused long/short hedge fund
Submitted
By Hugh Leask | 03/09/2021 - 5:02pm
Brummer & Partners’ flagship multi-strategy vehicle slipped into the red during August, with all but two of its underlying managers posting losses during the month. The slide comes as the Stockholm-based fund began allocating capital to Kersley Financials, a new financials-focused long/short equity strategy, on 1 September. Overall, Brummer Multi-Strategy fell 1.1 per cent last month, a loss which dragged down its year-to-date performance to -0.9 per cent.
Market Neutral Long/short Hedge Funds’ Recent Bounce Remains Vulnerable To Factor Rotations, Says Lyxor
2021-04-12T10:51:07.689890-04:00https://www.thetrustedinsight.com/investment-news/market-neutral-longshort-hedge-funds-recent-bounce-remains-vulnerable-to-factor-rotations-says-lyxor-20210412225/
Market neutral long/short hedge funds’ recent bounce remains vulnerable to factor rotations, says Lyxor
Submitted
By Hugh Leask | 12/04/2021 - 1:25pm
Market neutral long/short hedge funds have been boosted by the recent bounce in Momentum stocks – but Lyxor Asset Management strategists believe the strategy is vulnerable to sudden factor rotations over the longer-term. The performance of Momentum stocks has stabilised in recent weeks, following the sharp correction in November, in turn aiding certain hedge fund strategies – such as market neutral long/short – which have a Momentum bias.
Active Credit Managers – Long/short Credit Funds Have Leptokurtic Return Distribution
2021-02-17T12:21:08.744122-05:00https://www.thetrustedinsight.com/investment-news/active-credit-managers-longshort-credit-funds-have-leptokurtic-return-distribution-20210217503/
From the paper by Diogo Palhares & Scott Richardson: “Looking Under the Hood of Active Credit Managers” (Financial Analysts Journal, 2020) Credit investors beware: actively managed credit hedge funds may provide more beta than expected and mutual funds too little. This paper investigates just how much traditional risk premia is responsible for active credit manager fund returns. […]
Axiom Targets Credit Market Dislocation With New Long/short Hedge Fund Launch
2020-07-02T09:21:08.099724-04:00https://www.thetrustedinsight.com/investment-news/axiom-targets-credit-market-dislocation-with-new-longshort-hedge-fund-launch-20200702752/
Axiom targets credit market dislocation with new long/short hedge fund launch
Submitted
By Hugh Leask | 02/07/2020 - 1:00pm
Axiom Alternative Investments, the USD1.7 billion French investment manager, has launched its first global long/short credit fund in a UCITS format, which aims to capitalise on investment opportunities arising out of credit dislocations following the coronavirus pandemic. Axiom Long/Short Credit, run by portfolio manager Gilles Frisch, trades US and European high yield debt instruments, specifically cash bonds along with vanilla high yield derivatives.
Cheyne Capital Gains Traction With Credit Dislocation Focus, As Long/short Hedge Fund Maintains Momentum
2020-05-14T11:21:06.778799-04:00https://www.thetrustedinsight.com/investment-news/cheyne-capital-gains-traction-with-credit-dislocation-focus-as-longshort-hedge-fund-maintains-momentum-20200514531/
Cheyne Capital gains traction with credit dislocation focus, as long/short hedge fund maintains momentum
Submitted
By Hugh Leask | 14/05/2020 - 12:11pm
Cheyne Capital, the London-based credit and multi-strategy alternative investment manager, has continued to attract investor allocations during this year’s turbulence with its focus on market dislocations, as its thematic long/short equity hedge fund notched up successive gains in March and April.
Long/short Fund Returns 23.2% In April
2020-05-06T07:06:10.780002-04:00https://www.thetrustedinsight.com/investment-news/longshort-fund-returns-232-in-april-20200506864/
An ASX-listed global equities long/short fund has returned 23.2% in April, as global bourses rebounded following their March lows. :
An ASX-listed global equities long/short fund has returned 23.2% in April, as global bourses rebounded following their March lows. L1 Capital's Long Short fund lifted 23.16% pre-tax during the month, however the fund is still down 11.57% since the beginning of the year - and down 9.53% over the past 12 months. It's the fund's strongest month on record, with performance broadly spread by stock and sector.
Jp Morgan Targets Sustainability Alpha With New Esg-focused Long/short Hedge Fund Launch
2020-03-03T07:51:06.911647-05:00https://www.thetrustedinsight.com/investment-news/jp-morgan-targets-sustainability-alpha-with-new-esg-focused-longshort-hedge-fund-launch-20200303687/
3rd Mar 2020 - 10:47am
JP Morgan targets sustainability alpha with new ESG-focused long/short hedge fund launch
Submitted
By Hugh Leask | 03/03/2020 - 10:47am
JP Morgan Alternative Asset Management is rolling out a new long/short ESG-focused hedge fund strategy, which aims to generate alpha by trading a range of global sustainability themes – but warns that more work is needed on ESG education within the hedge fund industry.
Ubs Plans Long-short Fund With Esg Strategy | Institutional Investor
2019-12-09T18:21:07.146066-05:00https://www.thetrustedinsight.com/investment-news/ubs-plans-long-short-fund-with-esg-strategy-institutional-investor-20191209704/
If you have not previously registered with a Euromoney group website please tick below so that we can keep you updated about Institutional Investor and other Euromoney group company products and services by: You can also visit our preference centre and make more specific selections based on your interests. Of course, you can unsubscribe at any time. If you have previously registered with a Euromoney group website and wish to update your marketing preferences, then please visit our preference centre to do so. UBS O’Connor, the bank’s multistrategy hedge fund business, will make short bets based on environmental factors in particular, according to its CIO.
First Quarter 2019 Review Of The Long/short Equity Hedge Fund Space
2019-05-11T07:01:04.424288-04:00https://www.thetrustedinsight.com/investment-news/first-quarter-2019-review-of-the-longshort-equity-hedge-fund-space-20190511375/
By Kevin Hurd and Steve Togher for Cross Shore Capital Management Equity markets rebounded sharply in the first quarter following a pivot by the Federal Reserve to a more dovish stance and an easing of global trade tensions. The S&P 500, Nasdaq, and Russell 2000 indices rose 13.6%, 16.5%, and 14.6%, respectively,
$21B Hedge Fund Blue Mountain Winds Down Long-short Fund
2019-02-07T10:31:06.013289-05:00https://www.thetrustedinsight.com/investment-news/21b-hedge-fund-blue-mountain-winds-down-long-short-fund-5mVNwowNAKWe7RtcgnidbS-20190207605/
The $21 billion hedge fund BlueMountain Capital Management is closing its long-short equity fund just two years after launching it, a source familiar with the situation tells Business Insider. As a result, four equity portfolio managers were fired this week, several sources tell Business Insider. BlueMountain recruited several money managers from other funds as it restructured its equity business in 2018, including Mahmood Reza from the billionaire Leon Cooperman's Omega Advisors to make investments in financial companies and Sanket Patel from the Citadel alum Anand Parekh's Alyeska Investment Group to manage energy investments.
Fourth Quarter 2018 Review Of The Long/short Equity Hedge Fund Space
2019-02-06T18:21:05.074214-05:00https://www.thetrustedinsight.com/investment-news/fourth-quarter-2018-review-of-the-longshort-equity-hedge-fund-space-20190206541/
By Kevin Hurd and Steve Togher for Cross Shore Capital Management Volatility returned to equity markets in the fourth quarter following two relatively benign quarters and, unfortunately for most market participants, it was predominantly to the downside. Despite the highest annual GDP growth rate in 10 years and.
Jana Partners Is Cutting Long-short Funds
2019-01-15T16:01:04.136399-05:00https://www.thetrustedinsight.com/investment-news/jana-partners-is-cutting-long-short-funds-20190115657/
$4 billion hedge fund manager Jana Partners is cutting two funds focused on traditional stock-picking strategies to focus on activism, according to a letter seen by Business Insider. The firm has a $1.5 billion activist fund, Jana Strategic Investment fund, and is planning to a launch a socially- focused activist fund later this year. The firm is the latest to cut its stock-picking offerings after a tough year for these funds. Barry Rosenstein's Jana Partners is cutting its two stock-picking funds that manage billions to focus on its core strategy of investing in companies to improve their performances.
$21B Hedge Fund Blue Mountain Winds Down Long-short Fund
2019-01-11T13:51:05.281482-05:00https://www.thetrustedinsight.com/investment-news/21b-hedge-fund-blue-mountain-winds-down-long-short-fund-20190111369/
BlueMountain Capital is ending its long-short equity strategy, a source close to the firm tells Business Insider, only two years after starting it. The firm is firing several portfolio managers on the equities team after recruiting talent from hedge funds like Leon Cooperman's Omega Advisors and Citadel alum Anand Parekh's Alyeska Investment Group over the past year. The firings are not related to the firm's decision to double down on its bet on the troubled California utility company PG&E in November, the source tells Business Insider.
First Quarter 2018 Review Of The Long/short Equity Hedge Fund Space
2018-05-19T11:21:05.239280-04:00https://www.thetrustedinsight.com/investment-news/first-quarter-2018-review-of-the-longshort-equity-hedge-fund-space-20180519490/
By Kevin Hurd and Steve Togher for Cross Shore Capital Management The first quarter of 2018 was an abrupt reminder to investors that equity markets can in fact lose value over the course of a calendar month. After 15 straight positive months, including January 2018, the S&P 500 finished the quarter down 0.8%,
Jupiter Adds Us Long/short Manager To Liquid Alts Business
2018-04-17T07:11:05.047289-04:00https://www.thetrustedinsight.com/investment-news/jupiter-adds-us-longshort-manager-to-liquid-alts-business-20180417508/
Jupiter has appointed Darren Starr as a Fund Manager in the firm’s growing GBP1.9 billion liquid alternatives business. :
Jupiter has appointed Darren Starr as a Fund Manager in the firm’s growing GBP1.9 billion liquid alternatives business. Starr has dual US and UK citizenship, and over 10 years’ experience managing US equity long-short portfolios across roles at UBS, SAC Global Investors and Caxton.
2017 Review Of The Long/short Equity Hedge Fund Space
2018-02-25T10:21:05.607179-05:00https://www.thetrustedinsight.com/investment-news/2017-review-of-the-longshort-equity-hedge-fund-space-gQCofB9Q3Y3bGYJSdFUpdb-20180225294/
By Kevin Hurd and Steve Togher for Cross Shore Capital Management Long/short equity hedge funds finished 2017 with their best year since 2013, delivering an average return of 13.3% [i] . The funds we allocate to had comparable returns, while maintaining an average net exposure of approximately 55%. Their average.
2017 Review Of The Long/short Equity Hedge Fund Space
2018-02-24T16:51:05.964412-05:00https://www.thetrustedinsight.com/investment-news/2017-review-of-the-longshort-equity-hedge-fund-space-20180224277/
By Kevin Hurd and Steve Togher for Cross Shore Capital Management Long/short equity hedge funds finished 2017 with their best year since 2013, delivering an average return of 13.3% [i] . The funds we allocate to had comparable returns, while maintaining an average net exposure of approximately 55%. Their average.
Morphic To Launch Ucits-compliant Long/short Esg Strategy On The Trium Ucits Platform | Hedgeweek
2018-01-17T06:21:06.258843-05:00https://www.thetrustedinsight.com/investment-news/morphic-to-launch-ucits-compliant-longshort-esg-strategy-on-the-trium-ucits-platform-hedgeweek-20180117938/
Sydney-based Morphic Asset Management is launching a new global equity strategy on the Trium UCITS platform, employing ESG factors to generate alpha on both short and long positions. The Trium Morphic ESG L/S Fund launches on 20 February 2018, targeting European investors. It will be managed by experienced portfolio managers Jack Lowenstein (pictured), and Chad Slater. Both managers have a multi-decade track record in successful, sustainable investing and will apply a fundamental equity long/short approach to the fund, targeting absolute returns. Multi-level risk management is at the heart of their approach and the fund will offer investors daily dealing.
Elevated Inflows Seen In November, Long/short Equity Hedge Funds Remains Popular
2017-12-21T12:51:06.768204-05:00https://www.thetrustedinsight.com/investment-news/elevated-inflows-seen-in-november-longshort-equity-hedge-funds-remains-popular-20171221241/
The hedge fund industry experienced another wave of investor inflows in November following two months of light redemption pressures. With over $40 billion of net new assets added in 2017, the industry would appear to have returned to health. However, […]
The post Elevated Inflows Seen In November, Long/Short Equity Hedge Funds Remains Popular appeared first on ValueWalk.
Activists And Long/short Equity Hedge Funds Now Over 10% Ytd
2017-12-13T20:21:06.183640-05:00https://www.thetrustedinsight.com/investment-news/activists-and-longshort-equity-hedge-funds-now-over-10-ytd-20171213528/
Overall, the hedge fund industry continued to produce positive aggregate returns in November, its 13th consecutive positive month. The industry remains on pace for its best year since 2013. Underlying the average gains were mixed returns during the month, highlighted […]
The post Activists And Long/Short Equity Hedge Funds Now Over 10% YTD appeared first on ValueWalk.
Ubs O'connor Taps Guo For New Long/short China Equities Fund
2017-11-04T07:01:06.566424-04:00https://www.thetrustedinsight.com/investment-news/ubs-oconnor-taps-guo-for-new-longshort-china-equities-fund-20171104159/
UBS Group’s UBS O’Connor multi-strategy hedge fund unit has named former Millennium Management executive Leo Guo as a portfolio manager on an upcoming long/short Chinese equity strategy. read more
Ex-hmc Exec Bhatia Partners With Bennbridge To Prep New Long/short Em Equity Fund | Finalternatives
2017-10-11T22:31:04.515927-04:00https://www.thetrustedinsight.com/investment-news/ex-hmc-exec-bhatia-partners-with-bennbridge-to-prep-new-longshort-em-equity-fund-finalternatives-20171011123/
Former Harvard Management Company executive Sanjiv Bhatia has teamed with boutique hedge fund incubator Bennbridge to launch a new long/short emerging markets equity fund. read more
Envestnet Offers Long/short Equity Strategies To Rias
2017-08-24T23:41:04.055428-04:00https://www.thetrustedinsight.com/investment-news/envestnet-offers-longshort-equity-strategies-to-rias-20170824379/
A unit of Chicago-based Envestnet is now providing financial advisors with access to a range of alternative long/short equity strategies on the company’s platform through separately managed accounts (SMAs). The new offerings allow advisors working with Envestnet’s portfolio management consultants group (PMG) to offer hedge fund strategies for lower minimums and through the use of investment vehicles that can provide greater control, liquidity, and transparency than traditional hedge fund structures, the company said in a statement.
Tiger Cub Coatue Management +22% YTD As Tech Focus Pays Off
2017-08-08T14:41:03.982681-04:00https://www.thetrustedinsight.com/investment-news/tiger-cub-coatue-management-22-ytd-as-tech-focus-pays-off-20170808387/
Philippe Laffont’s hedge fund Coatue Management has reportedly returned 5% in July and is ahead approximately 22% for the year through the end of last month, largely by riding the recent gains in technology stocks. Last month was the sixth monthly gain of 2017 for the company’s flagship fund, according to a Bloomberg article. The long/short fund focuses on technology, media and telecom investments and has around $8 billion in assets. Coatue’s performance, while far ahead of the typical hedge fund’s returns (HFR’s HFRX Global Hedge Fund Index is up +3.51% through the end of July), roughly mirrors the 21%...
Lyxor: Hedge Fund Index Stays Flat In July As Trend-Following Strategies Underperform
2017-08-01T13:56:03.747780-04:00https://www.thetrustedinsight.com/investment-news/lyxor-hedge-fund-index-stays-flat-in-july-as-trend-following-strategies-underperform-20170801307/
Despite continued strength in risk assets and records in several asset classes, hedge funds were again range-bound last week (and for July in general) as positive performances from event-driven, fixed income and long/short equity strategies were offset by continued negative returns booked by CTAs and global macro funds.Â
Trium Capital Said To Plan New Long/Short Equity UCITS Fund
2017-07-24T16:56:04.178307-04:00https://www.thetrustedinsight.com/investment-news/trium-capital-said-to-plan-new-longshort-equity-ucits-fund-20170724160/
London-based alternative asset manager Trium is reportedly prepping a new UCITS-complaint version of an existing Cayman Islands-based global long/short equity fund that concentrates on underfollowed or thinly researched large-cap stocks. read more
Brummer & Partners To Redeem Investment In Soldo's Talarium Capital
2017-07-24T16:11:05.133492-04:00https://www.thetrustedinsight.com/investment-news/brummer-partners-to-redeem-investment-in-soldos-talarium-capital-20170724149/
Nordic alternative investment management company Brummer & Partners is reportedly pulling out of a new global long/short equity hedge fund it backed last year as losses mount. read more
Lyxor: Hedge Fund Index Dips 0.1% As Yields Rise
2017-07-05T12:36:05.764461-04:00https://www.thetrustedinsight.com/investment-news/lyxor-hedge-fund-index-dips-01-as-yields-rise-20170705820/
Hedge fund returns were widely dispersed last week as rising bond yields and falling energy prices boosted fixed income managers but hammered CTAs and long/short equity funds. read more
Balter Partners With Invenomic For Long/Short Liquid Alternative Fund
2017-06-23T11:26:09.373172-04:00https://www.thetrustedinsight.com/investment-news/balter-partners-with-invenomic-for-longshort-liquid-alternative-fund-20170623579/
The liquid alternatives affiliate of Balter Capital Management has launched a new all-capitalization long/short equity fund in partnership with Invenomic Capital Management. read more
Haley's Holocene Advisors Closing To New Capital
2017-06-22T15:36:05.451548-04:00https://www.thetrustedinsight.com/investment-news/haleys-holocene-advisors-closing-to-new-capital-20170622541/
Brandon Haley’s new hedge fund Holocene Advisors is reportedly closing to new capital, including from current investors, as of the end of this month. Among the largest hedge fund launches of the year, Holocene began trading on April 1 and pursues a long/short equity strategy initially focused on consumer, industrials and TMT companies. News that the fund was closing to new money was first reported by Business Insider, citing unidentified individuals familiar with the matter. Holocene is expected to have approximately $2 billion in AUM by that time, compared with the $1.5 billion it had under management when it launched...
PSAM Adds TIG's McVeigh To Senior Investment Team
2017-06-21T12:11:04.354267-04:00https://www.thetrustedinsight.com/investment-news/psam-adds-tigs-mcveigh-to-senior-investment-team-20170621497/
Close on the heels of announcing a partnership with Tages Capital for management of one of Tages’ UCITS-compliant long/short credit funds, P. Schoenfeld Asset Management (PSAM) has named former TIG Advisors executive John McVeigh as a deputy portfolio manager of U.S. merger arbitrage. McVeigh brings more than 12 years of investment experience in merger-related situations to PSAM, the company said in a statement. He was most recently a managing director at $1.5 billion global event-driven hedge fund TIG Advisors focused on M&A, corporate restructurings and merger related special situations. Beforehand, he was associate director of risk arbitrage at Bear Stearns...
Lyxor: Hedge Fund Index Gains 0.2% On CTA Rebound
2017-05-17T11:11:04.473160-04:00https://www.thetrustedinsight.com/investment-news/lyxor-hedge-fund-index-gains-02-on-cta-rebound-20170517590/
Hedge funds rose last week on strength among CTAs and event-driven managers, according to new data from Lyxor Asset Management, tempered by underperformance among long/short managers. read more
FAB Partners Acquires Majority Stake In Halkin Asset Management
2017-05-10T12:16:05.277197-04:00https://www.thetrustedinsight.com/investment-news/fab-partners-acquires-majority-stake-in-halkin-asset-management-20170510377/
Global alternative investment platform FAB Partners has acquired a majority stake in London-based long/short equities hedge fund manager Halkin Asset Management. read more
BMO Adds US Property Fund To Real Estate Range
2017-04-20T17:41:04.720779-04:00https://www.thetrustedinsight.com/investment-news/bmo-adds-us-property-fund-to-real-estate-range-20170420779/
BMO Global Asset Management has added a long/short fund investing in US real estate to its range of property funds. The BMO US Real Estate Equity Long/Short fund is a market neutral Ucits fund and targets capital growth over a three year period. The fund is managed by the property equities team with portfolio construction...
BMO Global Asset Management Launches Long/Short U.S. Real Estate Fund
2017-04-20T15:58:06.633670-04:00https://www.thetrustedinsight.com/investment-news/bmo-global-asset-management-launches-longshort-us-real-estate-fund-20170420758/
BMO Global Asset Management has unveiled a new UCITS-compliant market neutral fund that will focus on U.S. real estate.
Joel Greenblatt: "The Little Book that Beats the Market"
2017-04-19T11:52:28.148207-04:00https://www.thetrustedinsight.com/investment-news/joel-greenblatt-the-little-book-that-beats-the-market-1-20170419726/
Joel Greenblatt is a managing partner of Gotham Capital, a hedge fund that he founded in 1985. He is the former Chairman of the Board of Alliant Techsystems, a NYSE listed aerospace and defense company. He talks at Google about his investment philosophy.
American Century Investments Launches New Long/Short Liquid Alternative Fund
2017-04-14T15:56:05.890888-04:00https://www.thetrustedinsight.com/investment-news/american-century-investments-launches-new-longshort-liquid-alternative-fund-20170414595/
Kansas City-based mutual fund giant American Century Investments has expanded its suite of liquid alternative investment strategies with the launch of a new long/short equity fund. The new fund, named the AC Alternatives Disciplined Long Short Fund, is aimed at clients and investors who are seeking equities with potentially lower volatility, the company said in a release. The new fund is the sixth in the AC Alternatives family of funds that launched in 2015 to provide investors with access to sophisticated alternative investment strategies in more liquid and cost-effective forms. It was formally known as Disciplined Growth Plus and launched...
The Market is Set to Crash - The Timing
2017-04-06T09:15:53.987657-04:00https://www.thetrustedinsight.com/investment-news/the-market-is-set-to-crash-the-timing-20170406249/
The FOMC is engaged in an aggressive monetary policy
tightening regime, they are raising interest rates aggressively, and now
they're going to reduce their balance sheet, which is another way of saying
that they are going to take additional steps to tighten monetary policy.
Joel Greenblatt: “The Little Book That Beats The Market”
2017-04-05T10:41:04.405792-04:00https://www.thetrustedinsight.com/investment-news/joel-greenblatt-the-little-book-that-beats-the-market-20170405215/
Joel Greenblatt is a managing partner of Gotham Capital, a hedge fund that he founded in 1985 and Gotham Asset Management, a manager of hedge funds and long/short mutual funds. He is the former Chairman of the Board of Alliant Techsystems, a NYSE listed aerospace and defense company.
NEXTHERA Hires Mazansky To Lead Research
2017-03-30T14:23:03.879385-04:00https://www.thetrustedinsight.com/investment-news/nexthera-hires-mazansky-to-lead-research-20170330020/
Healthcare-focused long/short equity hedge fund NEXTHERA Capital has named former Surveyor Capital portfolio manager Dr. Rael Mazansky as the firm’s director of research.read more
BRI Partners Launches Investable Hedge Fund Benchmark Indices
2017-03-24T15:11:04.258383-04:00https://www.thetrustedinsight.com/investment-news/bri-partners-launches-investable-hedge-fund-benchmark-indices-20170324832/
BRI Partners has launched the first in a new range of investable hedge fund indices designed to deliver the beta of hedge fund strategies â the BRI Long/Short Equity Index (BRILSE), calculated by Wilshire Associates. read more
BRI Partners Launches New Family Of Beta-Focused Hedge Fund Indexes
2017-03-22T11:06:06.570050-04:00https://www.thetrustedinsight.com/investment-news/bri-partners-launches-new-family-of-beta-focused-hedge-fund-indexes-20170322746/
Former hedge fund seeding company BRI Partners has launched a new family of investable hedge fund indexes that will deliver the beta of alternative strategies. The BRI Long/Short Equity Index (BRILSE), calculated in conjuction with indexing specialist Wilshire Associates, is the first of eight measures that will be rolled out over the coming months, the company said in a statement. Unlike existing hedge fund indexes, the BRI Indexes do not measure the performance of hedge fund managers and, therefore, do not rely on managers to provide a snapshot of month-end results. Decades of economic and academic research are the foundation...
Lyxor: Hedge Fund Index Gains 0.8% On Global Macro Strength
2017-03-15T11:13:04.747871-04:00https://www.thetrustedinsight.com/investment-news/lyxor-hedge-fund-index-gains-08-on-global-macro-strength-20170315489/
Global Macro funds helped hedge funds start March off on the right foot, according to Lyxor Asset Management’s most recentWeekly Brief, while long/short equity managers and fixed-income funds also did well.read more
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 ...
Lyxor Asset Management Teams With Sandler On New L/S U.S. Equity Fund
2017-02-08T11:05:08.406133-05:00https://www.thetrustedinsight.com/investment-news/lyxor-asset-management-teams-with-sandler-on-new-ls-us-equity-fund-20170208268/
Lyxor Asset Management and New York-based Sandler Capital Management have partnered to launch a new long/short equity fund that will utilize a dynamic approach to identify growing companies in several industries suitable for long positions, and struggling ones suitable for shorts.read more
Lyxor And Sandler Launch US Long/Short Equity Fund
2017-02-07T17:20:11.955534-05:00https://www.thetrustedinsight.com/investment-news/lyxor-and-sandler-launch-us-longshort-equity-fund-20170207248/
Lyxor Asset Management has teamed up with Sandler Capital Management to launch the Lyxor/Sandler US Equity Fund, a US-focused long/short equity strategy, allowing investors to gain exposure to US equities amid an improving outlook for the US economy, while mitigating the impact of volatile market conditions on their portfolio. The fund focuses on investing across a broad range of US industries and adopts a dynamic long/short approach to identify growing businesses (long positions) and challenged businesses (short positions), ensuring an active management of the US equity market exposure. Risks are managed through diversification, close attention to macro factors and the...
Blackstone-Backed Raveneuer Investment Group Said To Be Closing Down
2017-02-02T21:00:18.938701-05:00https://www.thetrustedinsight.com/investment-news/blackstone-backed-raveneuer-investment-group-said-to-be-closing-down-20170202132/
<p>Mark Black’s event-driven Raveneur Investment Group, seeded by Blackstone and PAAMCO when it launched in 2014, is closing its doors.</p>
<p>The firm started out focused on distressed and value-based special situations in Europe and the United States, which at the time were both beset with on-again, off-again economic recoveries. The New York-based firm, which received $200 million from Blackstone and $150 million from PAAMCO in September 2014, ultimately managed nearly $500 million in assets, engaged primarily in long/short opportunities in the energy, healthcare, consumer retail and media/telecom sectors. </p>
All Six MVIS Long/Short Equity Indices Report Positive Performance In January
2017-02-02T18:15:11.910857-05:00https://www.thetrustedinsight.com/investment-news/all-six-mvis-longshort-equity-indices-report-positive-performance-in-january-20170202118/
All six of MV Index Solutionsâ (MVIS) investable Long/Short Equity Indices, which are constructed using transparent, liquid ETFs and US Treasury securities, recorded positive performance in January. read more
Runnfeldt Said To Leave Citadel As Ravelin Unit Is Shuttered
2017-02-02T17:50:10.386418-05:00https://www.thetrustedinsight.com/investment-news/runnfeldt-said-to-leave-citadel-as-ravelin-unit-is-shuttered-20170202109/
Well-known Citadel executive Jeffrey Runnfeldt has reportedly left the company as its Ravelin long/short equities unit is meshed into another stock-picking division of the $26-billion hedge fund manager.read more
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...
Blackstone Closes Senfina Hedge Fund After Losing 24% In 2016
2016-12-21T07:43:45.564456-05:00https://www.thetrustedinsight.com/investment-news/blackstone-closes-senfina-hedge-fund-after-losing-24-in-2016-20161221728/
Blackstone Group LP, the largest manager of alternative assets, is closing its two-year-old Senfina Advisors after it lost 24 percent in 2016. The $1.8 billion Senfina, which allocated money among a group of 11 portfolio managers, lost 6 percent last month alone, Bloomberg reported in December. It was a short-lived experiment for Blackstone, which started Senfina in 2014 as its first in-house, multi-manager fund. "The market environment in 2016 for long/short hedge funds...
Hedge Funds Receive D- On Performance Report Card
2016-12-15T12:43:43.173059-05:00https://www.thetrustedinsight.com/investment-news/hedge-funds-receive-d-on-performance-report-card-20161215522/
The class last year got a D-. Sadly performance has been even worse in 2016 with many strategies losing money. Hedge funds in the Lyxor Hedge Fund Index lost 1.6% for investors in the year to November 28, particularly disappointing was the performance of the class’s most well-known strategy – long/short equity, with the Lyxor long/short equity index losing 4.2% over the course of the year.
Tyrian Investments Hedge Fund Seeded By Julian Robertson Shutting Down
2016-12-02T11:56:23.970750-05:00https://www.thetrustedinsight.com/investment-news/tyrian-investments-hedge-fund-seeded-by-julian-robertson-shutting-down-20161202952/
The firm launched in 2010 with a long/short equity strategy and
with seed money from Robertson, chairman of Tiger Management....
Jason Karp's Tourbillon Capital Partners Gain's 9.1% For Q3
2016-11-29T17:27:26.610587-05:00https://www.thetrustedinsight.com/investment-news/jason-karps-tourbillon-capital-partners-gains-91-for-q3-20161129838/
Tourbillon Capital Partners, the $3.7 billion New York hedge fund founded by Jason Karp just reported an impressive third quarter. When the fund was launched by Jason Karp in 2013, Tourbillon Capital was one of the hottest new fund start-ups, and so far, Karp has not disappointed. In its first year, the fund’s flagship long/short fund produced a return of 21% before going on to add 10% in 2014 and 10.8% last year. However, this year the fund has struggled. The flagship fund fell 12.9% for the year to July but recovered some of its losses in the third...
Lyxor: Hedge Fund Index Dipped Slightly On Eve Of Election
2016-11-15T15:00:16.500832-05:00https://www.thetrustedinsight.com/investment-news/lyxor-hedge-fund-index-dipped-slightly-on-eve-of-election-20161115268/
Hedge funds were slightly down in the week immediately preceding the U.S. election, although positioning suggests CTAs were hit hard while global macro returns were widely dispersed and long/short equity, event-driven and long/short credit managers likely navigated the market’s reaction successfully, according to Lyxor Asset Management’s latestWeekly Brief.read more
Hedge Fund Exposure - Was The Election Timing Wrong?
2016-11-14T17:30:13.390812-05:00https://www.thetrustedinsight.com/investment-news/hedge-fund-exposure-was-the-election-timing-wrong-20161114213/
Hedge fund exposure to stock sectors and was adjusted after the US Presidential election, a JPMorgan Prime Brokerage survey shows. Immediately following the election, hedge funds could be seen making decided plays relative to stock sector categories which implied “Trump trades” as well as slightly adjusted leverage exposure, a JPMorgan Prime Brokerage report details. High-Grade Fixed Income and Equity Long/Short where the primary strategies that increased leverage before the US Presidential election, as a surprise victory swept Donald Trump to a stunning electoral college victory, winning Michigan and generating 306 electoral college votes. The popular vote total, like hedge fund...
Hedge Fund Aggregate Dips 0.76% In October To End Eight-Month Run
2016-11-10T13:55:06.083252-05:00https://www.thetrustedinsight.com/investment-news/hedge-fund-aggregate-dips-076-in-october-to-end-eight-month-run-20161110111/
The hedge fund industry ended an eight-month string of consecutive monthly gains with a decline in October, according to eVestment’s latestHedge Fund Performance Report, supported by distressed and relative value credit strategies but hampered by negative returns among CTAs, event-driven and long/short equity managers.read more
Lombard Odier Investment Managers Lifts Out $1B Alternatives Team From AlphaGen Capital
2016-11-03T15:15:11.082602-04:00https://www.thetrustedinsight.com/investment-news/lombard-odier-investment-managers-lifts-out-1b-alternatives-team-from-alphagen-capital-1-20161103777/
Lombard Odier's asset managment division has expanded its 1798 hedge fund platform through a liftout of AlphaGen Capital’s Volantis investment management team. The Volantis unit manages more than $1 billion in assets in UK equity long/short and long-only strategies. The team of eight will join Lombard Odier Investment Management's operations in London, manage a niche strategy focused on UK small-caps, and benefit from full access to the firm’s asset management platform. AlphaGen Capital manages approximately $15 billion in alternatives and is a unit of Henderson Global Investors. Terms of liftout were not disclosed. Subject to fund board approvals, applicable regulatory...
Lyxor: Hedge Fund Index Flat As Rising Yields Sink CTAs
2016-10-25T16:55:06.699964-04:00https://www.thetrustedinsight.com/investment-news/lyxor-hedge-fund-index-flat-as-rising-yields-sink-ctas-1-20161025234/
Long/short equity hedge funds continued to benefit from directionality in the week through October 18, although rising yields and energy prices trimmed gains among CTAs and macro funds to leave Lyxor Asset Management’s Hedge Fund Index flat for the period.
Lyxor: Hedge Fund Index Flat As Rising Yields Sink CTAs
2016-10-25T16:35:07.164760-04:00https://www.thetrustedinsight.com/investment-news/lyxor-hedge-fund-index-flat-as-rising-yields-sink-ctas-20161025228/
Long/short equity hedge funds continued to benefit from directionality in the week through October 18, although rising yields and energy prices trimmed gains among CTAs and macro funds to leave Lyxor Asset Management’s Hedge Fund Index flat for the period.read more
Saka Capital To Close, Convert To Family Office As ZIRP Claims Another Fund
2016-10-13T15:05:08.643333-04:00https://www.thetrustedinsight.com/investment-news/saka-capital-to-close-convert-to-family-office-as-zirp-claims-another-fund-20161013586/
Saka Capital is shuttering its long/short credit hedge fund and will convert to a multi-asset family office focusing on real estate, debt, equities and currencies, the latest long/short credit fund to succumb to the prolonged zero-interest-rate environment. read more
Columbia Threadneedle Launches New European L/S Equity UCITS Fund
2016-09-21T11:55:03.800304-04:00https://www.thetrustedinsight.com/investment-news/columbia-threadneedle-launches-new-european-ls-equity-ucits-fund-20160921506/
Columbia Threadneedle Investments has launched a new UCITS-compliant long/short absolute return fund that will focus on investment opportunities in European equities.
Boston University Endowment Hires from Cambridge Associates
2016-09-20T12:29:46.790535-04:00https://www.thetrustedinsight.com/investment-news/boston-university-endowment-hires-from-cambridge-associates-20160920413/
Charles Haigh, the consultant’s hedge fund co-head, has joined the $1.6 billion endowment as an investment director....
Lyxor and Kingdon launch Global Long/Short Equity Fund
2016-09-16T13:10:09.457292-04:00https://www.thetrustedinsight.com/investment-news/lyxor-and-kingdon-launch-global-longshort-equity-fund-20160916295/
Lyxor Asset Management has expanded its alternative UCITS offering by teaming up with Kingdon Capital Management to launch the Lyxor/Kingdon Global Long-Short Equity Fund.read more
Hedge Funds Flat In August, Up 2.50% Year-To-Date
2016-09-13T16:05:08.238316-04:00https://www.thetrustedinsight.com/investment-news/hedge-funds-flat-in-august-up-250-year-to-date-20160913077/
Hedge funds were flat to marginally negative at 0.06% during the month of August1 with much of this weakness led by underlying CTA/managed futures and macro mandated hedge funds. On the other hand, underlying markets as represented by the MSCI World Index (Local) were up 0.48%. Close to 60% of the underlying constituent hedge funds for the Eurekahedge Hedge Fund Index were in positive territory this month, with majority of them being long/short equity mandated. Asia ex-Japan hedge funds led performance among regional mandates this month, up 1.24% while distressed debt managers topped the table across strategies, gaining 1.77% over...
Endowments, Foundations Firing More Hedge Funds Yearly
2016-08-18T11:16:59.667106-04:00https://www.thetrustedinsight.com/investment-news/endowments-foundations-firing-more-hedge-funds-yearly-20160818878/
Hedge fund managers better start putting up because endowments and foundations are getting tired of paying up....
University of North Carolina’s Endowment Posts 2% Decline
2016-08-18T11:16:15.532656-04:00https://www.thetrustedinsight.com/investment-news/university-of-north-carolinas-endowment-posts-2-decline-20160818877/
The University of North Carolina at Chapel Hill’s endowment lost 2 percent in fiscal 2016, a year in which many endowments are expected to post investment losses.
Odey Rails Against Central Banks For Destroying Capitalism
2016-07-25T18:05:07.460333-04:00https://www.thetrustedinsight.com/investment-news/odey-rails-against-central-banks-for-destroying-capitalism-20160725503/
The long/short Odey Swan Fund, managed by vocal hedge fund manager, Crispin Odey returned 3.9% for investors in June 2016, outperforming the MSCI Daily TR Net Europe return of -4.3% for the same period. However, even after this positive performance, […]
Schroders Teams With Indus Capital To Launch Pan-Asian Equity UCITS Fund
2016-07-11T16:41:49.739133-04:00https://www.thetrustedinsight.com/investment-news/schroders-teams-with-indus-capital-to-launch-pan-asian-equity-ucits-fund-1-20160711806/
Global investment management firm Schroders has launched a new long/short Asian equity fund in partnership with hedge fund manager Indus Capital.
First Trust High Income Long/Short Fund (FSD): Saba Capital Significantly Increases Stake
2016-07-11T16:20:09.402598-04:00https://www.thetrustedinsight.com/investment-news/first-trust-high-income-longshort-fund-fsd-saba-capital-significantly-increases-stake-20160711799/
According to a recent 13G filing with the SEC, Boaz Weinstein‘s Saba Capital has acquired additional shares of First Trust High Income Long/Short Fund (NYSE:FSD), with it currently owning 1.83 million shares which account for 5.19% of the stock’s float. This represents a significant increase to the fund’s stake, as it previously held 1.18 million shares, as disclosed […]
Schroders Teams With Indus Capital To Launch Pan-Asian Equity UCITS Fund
2016-07-08T09:57:03.421886-04:00https://www.thetrustedinsight.com/investment-news/schroders-teams-with-indus-capital-to-launch-pan-asian-equity-ucits-fund-20160708683/
Global investment management firm Schroders has launched a new long/short Asian equity fund in partnership with hedge fund manager Indus Capital.
Market Neutral Hedge Fund Factors Breezed Through Brexit Plunge
2016-07-01T11:24:48.283016-04:00https://www.thetrustedinsight.com/investment-news/market-neutral-hedge-fund-factors-breezed-through-brexit-plunge-20160701404/
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....
One Of The Most Senior Women In The Hedge Fund Industry Has Made A Big Hire
2016-06-30T13:30:42.766894-04:00https://www.thetrustedinsight.com/investment-news/one-of-the-most-senior-women-in-the-hedge-fund-industry-has-made-a-big-hire-20160630358/
One of the most anticipated hedge fund launches has made a big hire. Samantha Greenberg's Margate Capital hired Jared Weisfeld as a partner and technology sector head. Weisfeld joined the new hedge fund earlier this month, and previously was an associate portfolio manager at Balyasny Asset Management where he helped manage a $1 billion technology long/short equity portfolio. He also previously worked as an analyst at Steve Cohen's SAC Capital, according to a LinkedIn profile.
AB To Assume Management Of Visium Global Fund
2016-06-20T12:55:08.603431-04:00https://www.thetrustedinsight.com/investment-news/ab-to-assume-management-of-visium-global-fund-20160620782/
AllianceBernstein (AB) has signed a letter of intent to assume management of Visium Asset Management's Global Fund, a multisector long/short equity hedge fund. read more
RWC Partners Launches Asia Long/Short UCITS Fund
2016-06-10T16:00:17.184003-04:00https://www.thetrustedinsight.com/investment-news/rwc-partners-launches-asia-longshort-ucits-fund-20160610320/
Since its inception on 6 May 2016, the RWC Asia Absolute Alpha Fund generated a return of 0.7 per cent for the month. The fund spent most of May with low net exposure while its manager, Garret Mallal assessed the macro outlook.
Hedge Funds And The Case Of The Missing Alpha
2016-06-07T14:55:08.413573-04:00https://www.thetrustedinsight.com/investment-news/hedge-funds-and-the-case-of-the-missing-alpha-20160607059/
The first quarter of 2016 was a rollercoaster period for markets. While mid-February saw equities down significantly, there followed a significant rally leading many major indices except Europe and Japan to finish the Q1 in positive territory. Equity long/short managers, who seek to identify stocks that they think will rise and fall, struggled significantly during this time, leading one prime broker to refer to the quarter as the “worst period of manager alpha for equity long/short for seven years.” Clearly something significant was happening, but what? Although equity long/short managers hope to make money on both the long and short...
Steben & Company: Do Hedge Funds Have An Edge Over Alternative Mutual Funds?
2016-05-25T11:35:07.036276-04:00https://www.thetrustedinsight.com/investment-news/steben-company-do-hedge-funds-have-an-edge-over-alternative-mutual-funds-20160525268/
Do Hedge Funds Have An Edge Over Alternative Mutual Funds? by Steben & Company The Case of Equity Long/Short Strategies Do Hedge Funds Have an Edge Over Alternative Mutual Funds? The concept of hedge fund returns in a convenient mutual […]
Four Of Six IndexIQ Hedge Fund Indexes Positive In April
2016-05-19T14:05:07.045974-04:00https://www.thetrustedinsight.com/investment-news/four-of-six-indexiq-hedge-fund-indexes-positive-in-april-20160519887/
Four out of six of IndexIQ’s family of IQ Hedge Indexes recorded positive performance in April, with the IQ Hedge Long/Short Index leading the way with a return of 1.25 per cent. read more
Energy Focused Fund Brenham Gains 23.2% In 2015
2016-05-03T13:20:08.953057-04:00https://www.thetrustedinsight.com/investment-news/energy-focused-fund-brenham-gains-232-in-2015-20160503710/
Over the past few years, most energy focused hedge funds have booked brutal losses after being caught on the wrong side of the energy trade. However, one fund energy fund that has managed to record a positive performance in a hostile environment is Brenham Capital, an energy-focused value oriented long/short equity fund manager headquartered in Dallas. Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues. Founded in 2012 by John Labanowski, Brenham employs an opportunistic, fundamental approach to the publicly-traded energy sector and the...
March Was Best Month For Hedge Funds In Two Years
2016-04-13T11:18:50.402834-04:00https://www.thetrustedinsight.com/investment-news/march-was-best-month-for-hedge-funds-in-two-years-20160413866/
Aggregate hedge fund performance in March was generally very good, however volatile currency and commodity markets and uncertain political climates (the U.S. presidential election, Brexit referendum,...
China Hedge Funds Boom Amid Sector Struggles
2016-04-12T16:01:22.727973-04:00https://www.thetrustedinsight.com/investment-news/china-hedge-funds-boom-amid-sector-struggles-20160412836/
Barriers to entry and failure rates have been rising in the "ridiculously concentrated" hedge fund sector, but Greater China managers are a bright spot, says Jo Murphy, Asia-Pacific MD of CAIA....
Lone Pine Analyst Li Starting New Long/Short Equity Fund
2016-03-25T14:00:33.326617-04:00https://www.thetrustedinsight.com/investment-news/lone-pine-analyst-li-starting-new-longshort-equity-fund-20160325231/
An analyst at Stephen Mandel's Lone Pine Capital is striking out on his own with backing from the well-known hedge fund. Senior analyst Ran Li is launching a new London-based long/short equities hedge fund, according to a Reuters article citing unidentified sources with direct knowledge of the plans. Li is aiming to launch the new venture, named Half Sky Capital, within six months and with between $110 million and possibly several hundred million in assets under management – a level that, if reached, would rank the fund among Europe’s largest launches so far this year. Lone Pine, which manages about...
Citadel's Main Funds Down 8% YTD As Surveyor Struggles
2016-03-22T11:00:26.500512-04:00https://www.thetrustedinsight.com/investment-news/citadels-main-funds-down-8-ytd-as-surveyor-struggles-20160322992/
Ken Griffin’s Citadel is down 8% in its main funds through March 11 as its Surveyor Capital long/short equity unit continues to struggle. read more
Market Vectors Long/Short Indices Mostly Down In February
2016-03-11T12:00:18.034389-05:00https://www.thetrustedinsight.com/investment-news/market-vectors-longshort-indices-mostly-down-in-february-20160311372/
Market Vectors has announced the February performance of its six investable long/short equity indices. The company currently offers four regional and two global long/short equity strategies. The indices seek to capture the systematic returns, or beta, of hedge funds with similar investment styles that invest in the same asset classes and same geographic markets but without hedge fund pricing, opaqueness and redemption restrictions, according to a press release. For February 2016, the company’s Emerging Markets L/S Equity index was the only one of the six in positive territory, gaining 0.36%. Conversely, the remaining five were in the red for the...
Coatue's Davy Scully On Tech Investing
2016-03-10T18:30:25.069447-05:00https://www.thetrustedinsight.com/investment-news/coatues-davy-scully-on-tech-investing-20160310354/
Coatue Management, the $10 billion long/short equity hedge fund led by "Tiger Cub" Philippe Laffont, is one of the most prolific investors in technology companies. Speaking at the MIT Sloan Investment Conference on Friday, David Scully, a partner and the chief marketing officer of Coatue, shared some insights into how the fund thinks about making its tech investments. The fund's investment process isn't what you'd expect. In fact, it goes against some of the investing adages we're used to such as "buy low, sell high." "Perhaps the right way to think about this is not to buy low, but to buy high," Scully said. "Now I say...
Deutsche Bank: Long/Short Equity, Macro Strategies Expected To Perform In 2016
2016-02-29T14:00:19.126455-05:00https://www.thetrustedinsight.com/investment-news/deutsche-bank-longshort-equity-macro-strategies-expected-to-perform-in-2016-20160229699/
Despite a challenging 2015 for many institutional investors, more than 40% global hedge fund managers plan to increase their allocations in 2016, according to the latest edition of Deutsche Bank’s Alternative Investment Survey. One of the oldest and most-followed alternative investment manager polls, the survey canvassed 504 global hedge fund investors representing $2.1 trillion in hedge fund assets on their current sentiment and allocation plans for this year. It is the 14th edition of the annual survey, which is put out by DB’s Global Prime Finance unit. Commenting on the survey’s results, Greg Bunn, global co-head of prime finance at...
Algorithmic Hedge Funds Dominate HSBC Performance List
2016-02-28T12:00:12.137391-05:00https://www.thetrustedinsight.com/investment-news/algorithmic-hedge-funds-dominate-hsbc-performance-list-20160228645/
Algorithmic Hedge Funds .. In 2014, 11 of the top 20 hedge funds in the HSBC Hedge Weekly performance ranking were managed futures CTAs . That was a year in which the Barclay CTA index finished up 7.61% after experiencing somewhat dismal performance from 2011 to 2013. Market environments are once again shining on the noncorrelated strategy, as nearly 3/4 of the top 20 funds are CTA strategies or long/short relative value. But with trends in the U.S. dollar and oil potentially reversing, as well as a counter-trend in stocks not playing nice in the sandbox with traditional trend followers, will...
The Ten Biggest Hedge Fund Trends For 2016
2016-02-23T11:03:41.989032-05:00https://www.thetrustedinsight.com/investment-news/the-ten-biggest-hedge-fund-trends-for-2016-20160223363/
Investment Week Agecroft outlines things to expect in the coming year More hedge funds shutting down, continued pressure on fees and success for smaller managers are predicted as the biggest trends in the hedge fund industry by consulting firm Agecroft.
Ford Pension Plans Cut Equity And Event For Macro And Multi-Strat
2016-02-18T18:30:19.057589-05:00https://www.thetrustedinsight.com/investment-news/ford-pension-plans-cut-equity-and-event-for-macro-and-multi-strat-20160218210/
By Simon Kerr, Publisher of Hedge Fund Insight The investment strategy allocation of portfolios of hedge funds is a function of the target return and drawdown tolerance of the end investor over a multi-year period. The pension plans of the Ford Motor Company are part way through a five-year de-risking process – the U.S. […]
Hedge Funds ‘can Expect Growth Spurt’
2016-02-18T17:30:18.497815-05:00https://www.thetrustedinsight.com/investment-news/hedge-funds-can-expect-growth-spurt-20160218206/
The often controversial hedge fund industry, mainly on the back of greater retirement fund investment, grew by R5.1 billion last year, ending the year with assets under management of R62.1 billion. This is a mere fraction of the almost R2 trillion that the collective investment industry has under management. Robert Foster, convenor of the Association for Savings & Investment SA (Asisa) hedge funds standing committee, says the hedge fund industry has enjoyed a steady growth in assets in recent years since retirement funds were allowed to invest a portion of their assets in hedge funds in 2011. And Foster says...
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...
NACUBO Is The Hedge Fund Party Over
2016-02-11T18:00:28.376814-05:00https://www.thetrustedinsight.com/investment-news/nacubo-is-the-hedge-fund-party-over-20160211918/
Although the hedge fund sector has experienced a rough year performancewise there are still opportunities to be had for endowments active in the sector according to a panel discussion during NACUBOs 2016 Endowment and Debt Management Forum held Feb 35 at the Waldorf Astoria in New York City
NN Investment Partners Unveils Long/short Multi-Asset Factor Opportunities Fund
2016-02-11T15:30:13.933044-05:00https://www.thetrustedinsight.com/investment-news/nn-investment-partners-unveils-longshort-multi-asset-factor-opportunities-fund-20160211908/
Investment Week Liquid alternative to hedge funds NN Investment Partners is launching a UCITS-compliant, multi-asset absolute return strategy based on factor investing, in an effort to provide a liquid alternative to hedge funds.
Small Endowments Lose Money on Hedge Funds, Trailing Big Schools
2016-02-11T13:39:27.915759-05:00https://www.thetrustedinsight.com/investment-news/small-endowments-lose-money-on-hedge-funds-trailing-big-school-20160211895/
Smaller U.S. college endowments lost money on their hedge fund investments in the most recent year, trailing larger universities that often have access to better-performing managers.
Endowments with assets under $25 million lost an average 0.5 percent on hedged strategies in the year ended June 30, according to a survey by a trade group that represents college business officers. Overall these funds gained 2.3 percent, just below the average for endowments of all sizes. The Standard & Poor’s 500-Stock Index gained 4.6 percent in that time.
These returns, along with high fees, are of concern to Hedge Clippers, a group that says pension funds and endowments aren’t getting their money’s worth by investing with these managers. Shifting assets away from such high-fee investments means an endowment could pay out more money to lower tuition costs, according to a separate report set for release Monday.
Ebullio Capital, Which Lost 96% In 2 Months, To Shut Doors
2016-02-10T11:37:46.731510-05:00https://www.thetrustedinsight.com/investment-news/ebullio-capital-which-lost-96-in-2-months-to-shut-doors-20160210830/
Ebullio Capital Management, which lost 96% in two months about six years ago, is said to be closing down after failing to meet capital adequacy and compliance requirements. Citing a tough capital raising environment, Ebullio Founder and Managing Partner Lars Steffensen said, “It’s just not fun being a hedge fund manager any more.” The Financial Conduct Authority (FCA) regulated-hedge fund will be relying on its physical assets to reimburse investors. Ebullio shot into the headlines in March 2010 after posting back-to-back 70% and 86% monthly losses that year due to the forced liquidations of some large positions. The company’s portfolio was concentrated in physical mines...
BUZZ-Black box hedge funds among the few winners in a difficult January
2016-02-05T15:00:25.151704-05:00https://www.thetrustedinsight.com/investment-news/buzz-black-box-hedge-funds-among-the-few-winners-in-a-difficult-january-20160205573/
** Computer-driven funds continue to outshine their human
peers, with the vast majority of the hedge fund industry losing
money in January, according to performance data seen by Reuters...
Putting The Hedge Back In Hedge Funds
2016-01-27T13:30:20.315975-05:00https://www.thetrustedinsight.com/investment-news/putting-the-hedge-back-in-hedge-funds-20160127074/
Despite being the financial boogeyman, kicked around by politicians and vilified on television, hedge funds are a smart way to protect hard-won investment gains as well as garner a certain amount of liquidity during periods of market stress. Like now. But the term “hedge funds” is broad. For instance, this past week Bank of America announced that hedge funds just bought a record amount of equities during the market plunge, yet the next day the Wall Street Journal reported that many hedge-fund managers have stepped aside and are “stockpiling cash.” So which is it? Probably both, after all, “hedge funds”...