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 […]

ここはもうカンザスではない

This just in: Investors demand performance! This headline has been crashing the tape over the last few weeks as investor after investor seems to be complaining that they want their money managers to deliver actual good results, to stop just charging fees and to start delivering returns.  I am shocked, shocked I say, to learn that investors are actually seeking a return on their investment. I mean, really, what nerve! The truth is, ladies and gentlemen, investors should seek a return on their investment and if the manager does not deliver — well, in the words of Mr. Trump: Mr. Manager, you’re fired. I mean, this is pretty basic isn’t?  […]