Original Research & Strategies for Hedge Fund Investing
ESG Hedge Fund Classification Framework ESG is one of the hottest topics in the investment industry today. ESG adoption has been years in the making, and hedge fund managers have finally started to take notice. We have spent the last three years working with investment managers to understand their ESG
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As of this piece’s publication, it’s been a bad couple weeks for hedge funds in short positions; specifically, it was a historically terrible rout for some funds who were caught in short positions on brick-and-mortar retail, cinema, and legacy tech equities with extremely high short interest.[1] But despite monumental losses
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A Clear Rationale for Emerging Strategy Outperformance This is an incredibly exciting time for ESG hedge funds, launches have spiked in 2020 and are expected to grow through the next several years. These types of funds implement ESG specific hedge fund strategies, such as a “carbon neutral long/short equity fund”
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A focus on environmental, social, and governance (“ESG”) criteria has taken the investing world by storm, more than tripling the AUM in these strategies over the past eight years, surpassing an astonishing $40 trillion in 2020 according to research by Opimas (by comparison, BCP pegged the total AUM of professionally
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Planning and Communication Traditionally, co-investments are thought of exclusively in context of private equity and debt funds, but that limited thinking will cause hedge fund managers and investors to miss out on a number of opportunities. In terms of private funds, equity or debt, a co-investment is a minority investment
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Bringing ESG Investment Opportunity Through A Diversity Lens Should diversity be included when considering ESG? In short, absolutely. We know that diversity can stand on its own merits and its importance transcends inclusion in ESG. As the leader of an MBE firm, I value the importance of diversity and how
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In Tactical Hedge Fund Allocation (part 1), we discussed using a tactical allocation strategy to increase diversification during uncertain times such as the recent nationwide shutdown. We now want to address the flipside of tactical allocation – opportunistic hedge fund allocation and strategies. As the U.S. and the rest of
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Short-Term Outperformance Shows Where Investors Are Headed As the COVID-19 pandemic reached the United States in late February, markets worldwide experienced one of the sharpest short-term selloffs in recent memory—the S&P 500 declined by nearly 34% from February 19 to March 23, and two days in March are now among
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Seeking Security and Opportunity During Times of Uncertainty (1 of 2) In uncertain times, like we’re experiencing today, humans look for one of two things: security or opportunity. Since most allocators are human, seeking out security or opportunity can be a crucial decision when making investments. If hedge funds are
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As the world navigates through these uncertain times, we think this is an opportune time to publish a series of pieces written by staff that reflect our perspectives and how we characterize the future, while keeping you upto-date on the asset management business of HFR. COVID destruction brings a shift
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HFR executives this year quietly relaunched their investment management arm, with a new, streamlined name and aim of offering multiple platforms for hedge fund investing for a variety of investors of all shapes and sizes. HFR traditionally known for its hedge fund databases, indexes and historically as a fund of
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