Hedge funds are not dead. Not yet. Not ever
The demise of the industry has been completely over-exaggerated. Rest assured, hedge funds are alive and well. It is true that new fund launches have decreased significantly over the last few years and the data around this area continue to show weakness. Still, investors in a never-ending search for alpha are continuing to look to […]
And the hits just keep on coming
The hedge fund industry has clearly taken a number of shots this week and last. The news of the insider trading suit at Omega and that Perry Capital is winding down has left many folks scratching their heads wondering what is next. A lot, perhaps. In a recent interview with Bloomberg Surveillance, “hedge fund legend” […]
One bad apple does not spoil the lot
“Innocent until proved guilty”: I’m sure that I’ve read that somewhere. And while this is the law of the land, many believe it is the other way ’round. The minute someone is charged with a crime or even merely accused of an illegal act, the press, the public and the people jump to conclusions, often […]
It is about offense AND defense
The nation is settling into quite an interesting election season now that we’ve passed Labor Day. The candidates are gearing up for a series of debates as they battle for the highest office in the land. And while the country waits with baited breath to hear what will come out of Mr. Trump’s mouth and […]
The American’s are coming, the American’s are coming
Last week, the European Securities and Markets Authority (ESMA) told the EU’s executive European Commission that asset managers based outside the EU should get a “passport” to continue offering services to investors across Europe. This new directive replaces a country-by-country private placement authorization system that has been in place for some time. Read the story […]
Call me bullish
Everybody is down on the markets these days, except for me. True, I do believe the economy is weak and that there is little if any real job growth, but that being said, there are still opportunities out there and now is the time to start evaluating them. That being said, I am the last […]
Buyer beware
I highly suggest reading Jason Zweig’s “The Intelligent Investor” column in last Friday’s Wall Street Journal. It‘s a great piece about why investors need to be wary of hedge replication products and other types of investments that track or follow well-known investment managers. He astutely points out that there is more to investing then simply […]
Munger One, Ackman Zero
The recent spat between Charlie Munger and Bill Ackman is quite amusing. Doesn’t Mr. Ackman know this is one battle that he can’t win? Regardless of whether he is right or wrong, to attack the Oracle of Omaha and his partner is like attacking Santa Claus. Buffet and Munger are untouchable. And to think of […]
It is all about the marketing
There has been a significant uptick in inquiries from would be hedge fund managers on the HEDGEAnswers site over the last few weeks. Although we are just six or seven weeks into 2015, it is clear that this is the year of the new hedge fund launch. The questions are very similar. Would be managers […]
The death of the hedge fund industry has been highly exaggerated.
January is death-to-the-hedge-fund-industry month, according to the popular press. That’s right, folks, you heard it here first: The hedge fund industry, according to the popular press, CNBC, FOX Business, Bloomberg and, of course, the Wall Street Journal and Financial Times have all written the eulogy for he hedge fund industry. “Death to Hedge Funds” is […]