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Special Report on

Market-Neutral Hedge Funds

market neutral hedge funds special research report Photo by
Since Alfred Winslow Jones started the first hedge fund in 1949 by investing in long and short equity positions, hedge funds have grown into an impressive force within the asset management business. As returns grew, managers multiplied and investors’ expectations rose. That is until the credit crisis of 2008 changed all of that and a host of long-held assumptions cracked. It is back to basics now, and that original equity market neutral strategy has many of the qualities that investors are again looking for in hedge funds. So what happened to hedge funds in 2008? Several worst case scenarios came together into a “perfect storm” ...
-only investments. 130-30 funds are a fast growing segment of the financial industry, with many new releases planned in 2008; they should be available both as traditional mutual funds, and as exchange-traded funds (ETFs). While this type of investment has existed for a while in the hedge fund industry, its availability for retail investors is relatively new. A 130/30 fund is considered a Long-Short Equity Fund , meaning it goes both long and short at the same time. The "130" portion stands for 130% exposure to its long portfolio and the "30" portion stands for 30% exposure to its short portfolio. The ...
Market-Neutral Wipe Out, Likely Next On The Bail Out Bandwagon As ...
In Chapter 4 we look at the concept of control and how fear is used to control us while we use fear to control ourselves. We learn we make reality fresh every day and we examine the dynamic of apathy. For those of us who come up short, we learn it’s not what you have but how you use it and we visit with the Nailman, who explains that there's no trying, just doing. The Highbridge HSKAX index just suffered its biggest drop since March 2009. Market Neutral players are getting carted out feet first as liquidity is now totally gone and 100k SPY blocks move the market. Nobody but the upward biased and risk-free primary dealers ... market research, surveys and trends
What is a Market-Neutral Fund? « Medical Executive Post
It’s hard to believe that just 20 years ago, physician investors had only two primary asset classes from which to choose: U.S. equities and U.S. bonds. Today, the marketplace offers a daunting array of investment choices. Rapid market globalization, technology advancements and investor sophistication have spawned a host of new asset classes, from the mundane to the mysterious. Even neophyte medical investors can now buy and sell international equities, emerging market debt, mortgage securities, commodities, derivatives, indexes and currencies, offering infinitely more opportunities to make, or lose, money. Amidst this ... market research, surveys and trends


On Neutral Ground
was one of the worst in history, but investors in the Calamos Market Neutral Fund, a mutual fund, hardly noticed. With annual total returns averaging a solid, if unspectacular, 8.4 percent from 2000 through 2002, the bear market was business as usual for them and for many other market-neutral fund investors. Indeed, removing the excitement — both good and bad — from market fluctuations is what market-neutral investing is all about. As the name implies, market-neutral hedge funds (and mutual funds) aim to minimize market risk and to provide consistent returns in both bull and bear markets. “Ideally the portfolio ... industry trends, business articles and survey research
Daily Dose of Optimism: Hedge Funds
“John Shad, a free market fundamentalist, was Regan’s choice to run the SEC [1981]. Shad’s idea was to turn the commission into a public-detective agency, ferreting out cases of individual cheating. Meanwhile, he provided official benediction for a tidal wave of new securities – the offloaded fragments of public and private debt, stock options, and assorted other financial instruments dubbed “derivatives,” a term that neatly captured the aura of higher mathematics and pseudo-science enveloping the street. Designed as prophylactics against risk, in the end they proved riskier than traditional forms of unprotected ... industry trends, business articles and survey research
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
Positive 2010 Outlook for Investors and Hedge Funds
In March, Deutsche Bank’s Hedge Fund Capital Group presented a closer look at the current status of the hedge fund industry in its “2010 Alternative Investment Survey” report (see press release).  The report focuses on responses from 606 investors.  42% of the respondents were Fund of Funds, 21% were asset management companies, 12% were family offices/high net worth individuals, and the remaining group consisted of corporations, foundations and endowments, insurance companies, investment consultants, private banks, and private and public pensions. This article summarizes the 2010 outlook from investors and the increasing ... market trends, news research and surveys resources


What Drives Equity Market Neutral Hedge Fund Returns
Keywords: Equity Market Neutral, Hedge Funds, Style Factors ...... Patton, Andrew, 2005, “Are 'Market Neutral' Hedge Funds Really Market Neutral?,” London ... technology research, surveys study and trend statistics
The Democratization of Hedge Funds
Jul 7, 2003 ... For example, a fund manager using a long-short market neutral strategy in the hedge fund format simply settles all his long and short trades ... 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 ...
Question: 130/30 funds
I would love to better understand the 130/30 market (fund that can invest 130% in the market and can go short 30% so end up with 100% exposure) - Current market size in US as well as Europe - key players and their products (which funds) - Pricing (do they charge normal long only fees or more like hedge fund fees) - Who are the buyers (institutinal or HNWI) - Key trends (e.g., regulatory) Comment by User myoarin on Thu 16 Aug 2007 - 1:08 am UTC: Just a free comment, also hoping for a researcher's good answer. From what I have just read, one fallacy seems to be the impression that a short position is not market ...