Most Recent Comment

  • Editor's Letter : Who backs tomorrow’s talent?

    May 03, 2012

    The life of an unknown actor and a start up hedge fund are not so different: constant rejection often leading to a wavering sense of self and purpose

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  • Institutional Letter : Is risk hedging a risk in itself?

    May 03, 2012

    A bit like a metallic umbrella in a lighting storm, crowding in these types of investments is actually likely to lead to the manifestation of an investor’s worst nightmares

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  • Editor's Letter : Return of the macro warrior

    April 04, 2012

    The art of successful hedge fund investing has always been to balance carefully the subtleties of the strategies they were mixing and knowing what would trigger their dark side to emerge, when and for how long

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  • Institutional Letter : Do hedge funds carry a corruption fee?

    April 04, 2012

    In general, many public pensions have embraced the direct-allocation approach and use of specialist consultants in the name of fee reduction

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  • Guest Comment : No more false dawns in Asia?

    April 04, 2012

    Despite the negative returns last year and a renewed contraction in assets and numbers of funds trading, the stage is already set for this anticipated ‘great leap forward’

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  • Editor's Letter : Hedge funds: prevention or cure?

    March 05, 2012

    What is the right prescription for a potentially fatal lack of alpha?

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  • Institutional Letter : Fight for fees gets messy

    March 05, 2012

    Rightly, or wrongly, pension fund CIOs are deciding in ever increasing numbers that FoHFs can no longer charge ‘hedge fund’ fees for services that are tantamount to consulting work

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  • Guest Comment : Bankers’ bonuses – the opportunity

    March 05, 2012

    Because hedge fund managers can offer investors the ability to hedge as well as to dial up and down the risk they want to take, they offer what is simply a better and more sophisticated way to manage money

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  • Editor's Letter : FoHF consolidation: buy-out or lift-out?

    February 02, 2012

    If investors are no longer buying products with verifiable track records, just how are investors supposed to know how to pick a good adviser?

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  • Institutional Letter : Should investors send their dragons back to their lairs?

    February 02, 2012

    The ability of hedge fund dragons to vaporise this year may leave institutional investors sceptical of the long term power of the magic of the dragons

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  • Guest Comment : Will 2012 be better? It needs to be

    February 02, 2012

    Unlike in late 2008 – there is not (yet) any wide-scale sense that the industry is facing an impending tidal wave of redemptions

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  • Editor's Letter : 2012: Hedge funds go retail globally

    December 05, 2011

    Asset management dynamic is back in play as hedge funds try to navigate the retail minefield

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  • Institutional Letter : The prisoners of passive investing

    December 05, 2011

    Next year’s investment decisions will need to be based on realising investment goals rather than paralysis and passivity

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  • Editor's Letter : Is there a Trojan horse in the FoHF industry?

    November 03, 2011

    Many FoHFs are cantering towards the advisory world

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  • Institutional Letter : Is it time to break down boundaries and go global?

    November 03, 2011

    Hedge funds are as useful a tool as ever to skirt around the thorny issues troubling global equity markets

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  • Editor's Letter : Lego and the secret of hedge fund investing

    October 03, 2011

    The evolution of hedge fund investing has been a bit like playing with Lego. The first box comes with instructions that are copied assiduously. Over time, the enthusiast glides effortlessly into creativity

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  • Institutional Letter : Has the cost of seeding hit an all-time low?

    October 03, 2011

    Emerging-manager allocations have become a private equity-like deal with investor and manager incentives being more fully aligned for a set period of time

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  • Editor's Letter : 10 years on: the rise of The Stalwart Five

    September 05, 2011

    This new decade has the look and feel of a new and more enlightened phase of hedge fund investing

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  • Institutional Letter : What will the new term teach investors?

    September 05, 2011

    When it comes to fighting the good fight many investors have headed off to the court rooms and have had some mixed results

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  • Editor's Letter : Is the glass half-full or half-empty?

    July 05, 2011

    “When you change the way you look at things, the things you look at change”

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  • Institutional Letter : Are corporate pensions turning into a traffic jam?

    July 05, 2011

    The road map for pensions is anything but a single Interstate cutting through the centre of the country

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  • Editor's Letter : Ford or Ferrari? Or can investors have both?

    June 03, 2011

    Formula 1 winners may sometimes scoop a win simply because another has crashed

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  • Institutional Letter : Are institutions ready for the new boys?

    June 03, 2011

    The search for long-term alpha has never been more confusing or more necessary

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