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The Socially Responsible Short By: Andrew Koski

The Socially Responsible Short By: Andrew Koski February 4, 2021 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

Expanding the Lens of ESG Investments : By Rhea Sequeira

Expanding the Lens of ESG Investments Incorporating ESG into Risk Management and the Consequences of Its Neglect By: Rhea Sequeira Critics of sustainable investments have long centered their arguments on the link between ESG ratings and alpha generation, which are as of yet unproven. However, if ESG performance makes up one side of the coin,

The Case for the ESG Hedge Fund : By Andrew Koski

By: Andrew Koski The Case for the ESG Hedge Fund 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

Hedge Funds Co-Investments : Planning and Communication : By Gregory Neal

By: Gregory Neal Hedge Funds & Co-Investments 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

Tactical Hedge Fund Allocation (Part 2 of 2) : By Gregory Neal

June 17, 2020 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 the world

ESG Investing during COVID: Short-Term Outperformance Shows Where Investors are Headed : By Andrew Koski

May 19, 2020       ESG Investing during COVID: 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

IT: No Longer the Forgotten Stepchild : By Brad Bergstrom

May 4, 2020 IT: No Longer the Forgotten Stepchild Let’s face it, IT has historically been a forgotten component of many companies. When IT rolled through the office, it was typically because something had broken. When all was well, you would hardly see the individuals or team at all. In fact, IT’s budget would revolve

Tactical Hedge Fund Allocation : By Gregory Neal

April 20, 2020 Tactical Hedge Fund Allocation : 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

COVID destruction brings a shift to Hedge Funds. By: Michael Arenibar

April 6, 2020 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 to Hedge

(HFR in the Media) “HFR hits the reset button for a new era in hedge fund investing” by Susan Barreto, Alternatives Watch

2020-03-16 07:03:27 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 hedge fund firm