Hedge Fund Update: First Quarter 2017
With investor sentiment toward long/short hedge funds historically low, we review the key factors for re-underwriting managers in a portfolio and discuss the outlook for the strategy.
With investor sentiment toward long/short hedge funds historically low, we review the key factors for re-underwriting managers in a portfolio and discuss the outlook for the strategy.
The fourth quarter update examines the impact of the US presidential election and reviews hedge fund performance for the calendar year, which saw a notable positive shift in event-driven strategies.
The second quarter update examines investment landscape before and after the Brexit vote, and the effects of particular pockets of volatility.
The first quarter update examines the switch in the performance of value- and growth-oriented managers and reviews the changes over the quarter that contributed to better performance from uncorrelated and systematic macro strategies.