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Special Report on

Market Neutral Funds

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Alpha Male has been getting a lot of media inquiries recently about why market neutral funds lost money last month.  It’s almost as if some of the more skeptical members of the press now smell blood in the hedge fund water.  They see that there were market gyrations in August and that some market neutral funds were down.  Ergo, market neutral funds aren’t that neutral after all. In fairness, it’s easy for some to reach this erroneous conclusion.  Through a grand game of broken telephone involving the industry and the popular press, the impression has been established that market neutral funds must have a low ...
open to a limited range of investors that undertakes a wider range of investment and trading activities in addition to traditional long -only investment funds, and that, in general, pays a performance fee to its investment manager . Every hedge fund has its own investment strategy that determines the type of investments and the methods of investment it undertakes. Hedge funds, as a class, invest in a broad range of investments including shares , debt and commodities . Some people consider the fund created in 1949 by Alfred Winslow Jones to be the first hedge fund. As the name implies, hedge funds often seek to hedge some of the ...
Mutual Funds: Top 5 JP Morgan Funds | Daily Markets
JPMorgan is well known as one of the world’s leading financial management companies and manages more than $1.2 trillion worth of assets. However, it is also the fourth-largest mutual fund firm in the U.S. and manages over 100 mutual funds. In addition, it offers managed accounts and retirement products. It prides itself on being the leading provider of market neutral funds in the domestic market. The company has pioneered the introduction of innovative, inflation-protected municipal products. Below we will share with you 5 top rated JPMorgan funds. Each has earned a Zacks #1 Rank (Strong Buy) as we expect the fund to outperform ... market research, surveys and trends
4 IRA Investing Tricks that Successful Investors Use – Financial Web
can provide you with a great way to build up money for retirement. Contributing to an IRA is only part of the solution. you have to be able to invest successfully as well. Here are a few IRA investing tricks that successful investors use. 1. Invest in your own Company One of the best tricks that you can use to quickly build up the money in ... market research, surveys and trends


Market Neutral
The year was 1999. Bill Clinton was in the White House, Ricky Martin was on the radio, and Kathryn McDonald was in Orinda, Calif. learning to hate the term "irrational exuberance." "That was a pretty difficult time," recalls McDonald, then a senior analyst with AXA Rosenberg Funds. As one of the first to offer a "market neutral" mutual fund to investors under the $1 million net worth threshold, McDonald's company couldn't have been more out of sync with the times. In a year that saw the S&P 500 gain 13 percent, Barr Rosenberg Market Neutral Fund (BRMIX), the company's conservative, ... industry trends, business articles and survey research
Equity Market Neutral - Hedge Fund Consistency Index, Hedge Funds ...
Hedge funds, including fund of funds (�Hedge Funds�), are unregistered private investment partnerships, funds or pools that may invest and trade in many different markets, strategies and instruments (including securities, non-securities and derivatives) and are NOT subject to the same regulatory requirements as mutual funds, including mutual fund requirements to provide certain periodic and standardized pricing and valuation information to investors. There are substantial risks in investing in Hedge Funds. Persons ... industry trends, business articles and survey research
Highland Plans Credit Fund This Year, Predicts More Volatility
June 4 (Bloomberg) -- Highland Capital Management LP, the largest manager of collateralized loan obligations, plans to start a credit fund this year that will capitalize on price swings and better protect investors from a market slump. The so-called market neutral long-short fund will invest in assets including senior secured loans, CLOs and distressed debt, Dallas-based Chief Investment Officer Mark Okada said in an interview in Hong Kong today, without elaborating. It will invest mostly in U.S. and some European securities, said Okada, who founded the $24.1 billion asset manager with Jim Dondero. “We had this major ... market trends, news research and surveys resources
Alternative investing: Hedge funds unveiled
Some of Canada’s best money managers effectively employ unusual and contrarian strategies, and run hedge funds that have consistently outperformed the benchmarks against which they are measured, writes David Kaufman. David Kaufman, Financial Post · Wednesday, May 26, 2010 In the Financial Post exclusive web series on alternative investing, David Kaufman, president of Westcourt Capital Corp., takes investors beyond traditional stocks and bonds to explore how to add value to your portfolio with hedge funds, debt instruments, real estate investment trusts, mortgage funds, private equity and even collections of art and wine. The ... market trends, news research and surveys resources


Are “Market Neutral” Hedge Funds Really Market Neutral?
Patton finds that 30 percent of market neutral funds fail a test of general neutrality, ... While Patton finds that so-called market neutral funds ... technology research, surveys study and trend statistics
No-Action Letter
Apr 7, 2008 ... As the Fund maintains a market neutral strategy and seeks to maintain .... the Funds' market neutral investment strategy, a prime brokerage ... technology research, surveys study and trend statistics
Market Neutral Funds
t's hard to remain neutral about market-neutral investing strategies, the latest fad to emerge in the mutual-fund industry. "It's an exciting opportunity for fund investors," gushes Gerard Breitner, president of Manhattan's ExComp Asset Management, an investment adviser. Simply put, market-neutral funds aim to deliver above-market returns with lower risk by hedging bullish stock picks with an equivalent, but diversified, number of bearish, or short, bets. Some income is also generated from the interest earned by placing the cash proceeds of the short sales in a money-market account. But, make no mistake, ...
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Can anyone explain to me, in layperson's terms, what a hedge fund is?
The first hedge fund was created by A.W. Jones in 1949 and had a strategy that today would be termed "equity market-neutral"; the fund bought stocks it expected to outperform and shorted stocks it expected to underperform.  In other words, the fund hedged away its market risk (hence, the term "hedge fund").  The fund was structured as a limited partnership, was available only to accredited investors (high net worth individuals and institutions), and was compensated strictly through performance fees (20% of total return delivered to investors). Over time, other funds developed other strategies (many of which actually do ...
Who's afraid of .. Hedge Funds ? | LinkedIn Answers | LinkedIn
IR needs to help maintain liquidity and investor grade news flow. Liquidity comes from retail investors and also short term value/trading funds. Anyone whom does short term trading of days to months has the same characteristics as a hedge fund. The only difference is the mutual/units whom are short term are more regulated then hedge funds. Therefore there is little point in making a distinction. The usual worry of management is for a short term investor selling short and management things this is incorrect/unfair. Then the recourse is to be very proactive with investment grade newsflow. Selling short can only occur if the ...