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 […]
オフェンスとディフェンス
The nation is settling into quite an interesting election season now that we’ve passed Labor Day. The candidates are gearing up for a series of debates as they battle for the highest office in the land. And while the country waits with baited breath to hear what will come out of Mr. Trump’s mouth and what new scandal will hit Secretary Clinton, one thing is for sure: significant uncertainty in the markets and the hedge fund industry. It seems — from a quite unscientific poll I conducted over the last few weeks — that some managers are having a hard time navigating the markets and have a very hard time […]