Alternative Investments… Optimizing Long/Short Strategies in Media & Communications 5 Jan 2026January 5, 2026 As a portfolio manager running a long/short sector sleeve in communications and media—spanning platforms, streaming and content, distributors, telecom/connectivity, adtech and agencies, and publishers—our process emphasizes disciplined risk control and…
Alternative Investments… Global Macro Hedge Fund Strategies and Forecasting Models 18 Mar 2025March 19, 2025 Global macro investing involves the analysis of macro trends such as economic cycles, central bank policies, geopolitical events, and capital flows to generate alpha across various asset classes. Our approach…
Asset Allocation… Market Recap Monday, December 24, 2018 24 Dec 2018November 5, 2024 On global equities Volatility in global equity markets persisted in November, fears of rising interest rates, multiple trade conflicts, the end of QE, and related uncertainty about the global economic…
Alternative Investments… Liquid Alternatives 26 Sep 2015 Liquid alternatives are asset classes that exhibit modest to low correlation with traditional equity and fixed income investments. Investors can get exposure to liquid alternatives via broadly available investments that…
Alternative Investments… Liquid Long/Short Mutual Funds 29 Oct 2014 Investors who want the return opportunities of equities but are concerned about a fully valued market should consider strategies that are designed to asymmetrically capture up and down market movements,…
Equity… Choosing From Beta Strategies: Bettering Your Investments with a Smarter Exposure 17 May 2014May 19, 2014 Institutional investors have employed alternative weighting and factor-driven strategies for decades. In recent years, a growing variety of alternative beta strategies have come to market, as investment managers are pursuing…
Alternative Investments… Fund of Hedge Funds, Manager Selection, and Due Diligence 22 Oct 2013November 14, 2013 One of the main reasons that more and more institutional investors, particularly endowments and foundations, include hedge funds in their portfolios is the expected diversification benefit, given the existing array…
Alternative Investments… An Event-Driven Strategy: Merger Arbitrage 22 Oct 2013October 23, 2013 Event-driven strategy seeks to invest in opportunities associated with corporate transactions such as consolidations, acquisitions, recapitalizations, bankruptcies, and liquidations. Merger arbitrage event-driven managers employ strategies that can capitalize on valuation…
Alternative Investments… A Relative Value Strategy: Convertible Arbitrage 22 Oct 2013 Hedge funds deploying relative value strategies seek to take advantage of “discrepancies” in price between securities or the overall market. Within the relative value category, there are sub-strategies, and convertible…
Alternative Investments… A Global Macro Strategy: Managed Futures 22 Oct 2013October 28, 2013 Hedge funds utilizing a global macro strategy take positions in equity, fixed income, or currency markets in anticipation of global macroeconomic events to generate risk-adjusted returns. Global macro fund…
Alternative Investments… Hedge Fund Landscape 22 Oct 2013November 26, 2013 The first hedge fund emerged in 1949 when sociologist Alfred Winslow Jones and his four friends formed an investment partnership. The first reference to a hedge fund appeared in a…
Alternative Investments… Allocation in Hedge Fund of Funds 13 Aug 2012August 26, 2025 One of the main reasons that institutional investors include hedge funds in their portfolios is the expected diversification benefits with existing array of investment opportunities. In the U.S., institutions such…
Behavioral Finance… Investor Sentiment and Stock Return Anomalies 30 Jul 2012March 31, 2025 Investor sentiment refers to the propensity of individuals to trade on “noise” and emotions rather than fundamentals. As a contrarian stock market indicator, investor sentiment affects stock prices. Indicators that…
Hedge Funds Diversification Experiments in Hedge Funds of Funds 26 Jun 2012March 28, 2025 The State of Hedge Fund Industry Since the creation of the first hedge fund by sociologist, author, and financial journalist Alfred W. Jones in 1949, diversification in fund strategies and…