ヘッジファンドは死んでいない。まだだ。これからも
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 hedge fund managers to provide returns, regardless of how strong the equity markets are performing. Hedge funds are here to stay. Anyway, one who doesn’t think so is clearly not in tune with the demands, wants and needs of investors.I can tell you that over the last few weeks, we have seen a significant uptick […]
カヴォルカに違いない
Well, it’s happened again: I’ve been refused entrance to an industry cocktail party. I just got a random email notifying me that I was “declined to attend” a welcome party for a conference in Newport later this month. I do know who the hosts of the party are and I guess they are concerned that I will poach their clients, or worse, show the industry that competitors can get along. Refusing me entrance to a party is about as childish as it comes. I mean, really, am I such a threat? Are the companies hosting the event so afraid of my presence that they can’t bear to let me join in their […]