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A lackluster showing from hedge funds in 2023 was driven largely by an underweight to mega-cap U.S. stocks. However, despite mega-cap outperformance in 2024, hedge funds are off to a compelling start. Click the link below to read more from our Marketable Alternatives Mid-Year Update. #marketablealternatives #midyearupdate #apollonfinancial https://loom.ly/J2IqtJU

As the US stock market sits near all-time highs, the role of skilled emerging long-short hedge fund managers in achieving balanced and resilient portfolio growth cannot be overstated. Emerging long-short hedge fund managers adept at generating alpha from both sides of the book, maintaining less than 70% long bias, and focusing on sector-specific opportunities — stand out as compelling investments for family offices. https://lnkd.in/grBXxn7B #hedgefunds #finance #diversity #esg #venturecapital #emergingmanagers

Hedge funds seek double-digit returns in 2024 after year of outflows: (CNBC) A steady rally in stocks and elevated bond yields are pressuring global hedge funds to boost returns as they fight to staunch investor outflows, according to a report by Reuters that quotes industry insiders.  To read this article: #hedgefund #portfoliomanagement #capital

I would not be surprised to see a good year for hedge funds in 2024. The outlook for opportunities is presently very attractive, offering access to non-traditional yield sources with low correlation to equity and bond markets. https://lnkd.in/dZ5sJb9c The following document provides you with specific knowledge about the hedge fund industry. It contains a brief review of the 2023 investment year, explains why credit fixed income strategies were "everybody's darling" this year and how the performance of the "Magnificent Seven" US equities impacted the hedgies. Finally, we venture an outlook and present reasons as to which hedge fund strategies could benefit most from the still challenging environment in the coming year.     Have a good read, Oliver        #investment #alternativeinvestments #hedgefunds #investmentmanagement Alpinum Investment Management AG

As the US stock market sits near all-time highs, the role of skilled emerging long-short hedge fund managers in achieving balanced and resilient portfolio growth cannot be overstated. Emerging long-short hedge fund managers adept at generating alpha from both sides of the book, maintaining less than 70% long bias, and focusing on sector-specific opportunities — stand out as compelling investments for family offices. https://lnkd.in/g-YbdDF2 #hedgefunds #finance #diversity #esg #venturecapital #emergingmanagers

Above the curve: A case for hedge funds in the current rate environment | Glacier by Sanlam FUNDS ON FRIDAY In this article, Kurt Van Der Walt, CFA, Multi-Strategy Portfolio Manager, and Michael-John Dippenaar, Multi-Strategy Analyst at Fairtree, make a case for hedge funds, highlighting their resilience in turbulent markets by effectively employing a variety of investment tools and strategies. Given the current macroeconomic landscape marked by inflation, rising interest rates, and geopolitical shifts, the authors propose that hedge funds offer potential for alpha generation and portfolio diversification, making them a compelling consideration for inclusion in diversified investment portfolios. Read the full report here> https://lnkd.in/eFXbXHXJ For more information on our hedge funds> https://lnkd.in/e_FHvwAC #Fairtree #ValuesDrivenInvesting #GlacierBySanlam #FundsOnFriday

Investors typically use hedge fund investments to access additional sources of return, as well as to diversify more traditional portfolios and to mitigate risk. Hedge funds are investment vehicles that pool capital from multiple investors in order to invest across a diverse set of assets in both traditional and alternative markets. They employ strategies that are not typically available through traditional long-only mutual funds. In our new educational paper “Hedge fund strategies – an introduction”, we look at the key characteristics of hedge funds and the broad range of investment strategies. Our experts explain how to gain exposure to the asset class and what role it can play in a portfolio context. Read more here: https://lnkd.in/dJ9DDWkH #lgtcapitalpartners #lgtcp #hedgefunds #return #diversification

Page 7 of this article provides a powerful illustration of what we see play out in our clients' investment portfolios. #Fairtree #InvestmentExcellence #HedgeFunds

SS&C today announced hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index for December 2023. Chairman and CEO, Bill Stone, shares his thoughts: "SS&C GlobeOp's Capital Movement Index finished 2023 with a slightly weaker trend than we've seen in most years. These results reflect the challenges for active investors as interest rate volatility stays high and equity market leadership remains concentrated." Learn more in our press release: https://ow.ly/pV7x30syAs2

SS&C today announced hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index for December 2023. Chairman and CEO, Bill Stone, shares his thoughts: "SS&C GlobeOp's Capital Movement Index finished 2023 with a slightly weaker trend than we've seen in most years. These results reflect the challenges for active investors as interest rate volatility stays high and equity market leadership remains concentrated." Learn more in our press release: https://ow.ly/5uLj30syBlT