This chart book presents representative long-only and hedge fund manager performance for fourth quarter 2016. The median US Small-Cap Value manager posted the highest median return for fourth quarter 2016 (10.7%) and the year (24.2%). The median Global ex US Bonds manager posted the lowest median return for fourth quarter 2016 (-6.9%), while the Global Growth Equity ex US median return was lowest for the year (-1.1%).
Our quarterly report summarizes asset allocation and total investment performance for over 400 of Cambridge Associates’ US endowment and foundation clients. In addition, the report contains tables and charts that show returns and asset allocation by peer type and asset size.
Second quarter 2016 returns for the Cambridge Associates LLC US Private Equity Index® and the Cambridge Associates LLC US Venture Capital Index® were 4.0% and 0.7%, respectively. The benchmark indexes for both alternative asset classes rebounded after a poor first quarter, though US venture capital remains in negative territory for the year.
In light of markets’ initial reaction to the victory of Donald Trump in the US presidential election, we wanted to remind clients of our approach to portfolio management by providing thoughts from our Chief Investment Strategist, Celia Dallas.
This chart book presents representative long-only and hedge fund manager performance for third quarter 2016.
Our biannual report summarizes asset allocation for 107 of Cambridge Associates’ US-based private clients.
September’s publication summarizes three articles related to the impact of US presidential elections on markets. The first reviews how individual investors’ portfolio allocations change depending on the party elected, the second argues that market volatility increases as voters become less uncertain about the eventual election winner, and the third examines the prospects for fiscal policy in different election outcomes.
Our quarterly report summarizes asset allocation and total investment performance for over 400 of Cambridge Associates’ US endowment and foundation clients. This quarter we used attribution analysis to examine the contribution of asset allocation and implementation decisions to total returns for the trailing one- and ten-year periods. Tables and charts in the report show returns…
Yes, although as the mid-October deadline for significant regulatory-driven changes to US money market mutual funds draws near, investors that wait may find themselves with fewer options for funds that will continue to offer stable net asset values.
US private equity and venture capital funds had a tough first quarter in 2016, as indicated by the Cambridge Associates LLC benchmark indexes of the two alternative asset classes. The Cambridge Associates LLC US Private Equity Index® eked out a return of 0.2%; the Cambridge Associates LLC US Venture Capital Index® returned -3.3%.