There are two types of emerging mangers. The first type consists of seasoned veterans in the industry who have spent most of their working careers at an established firm, running massive portfolios, building a reputation and canvassing the globe speaking … Continue reading
Alpha is a technical risk ratio used by portfolio managers to determine risk/reward profiles of potential investments. It is a statistic used to demonstrate or represent the value a portfolio manager adds to or subtracts from a fund’s return. It … Continue reading
Traditionally, December has been the Standard & Poor 500′s best month. Since 1945, it has averaged a gain of 1.7 percent and remained positive 77 percent of the time.1 With the recent boost in consumer confidence2 (2) and the extension … Continue reading
For most institutional investors, private equity investments are made as part of a broad asset allocation that includes traditional assets, such as stocks and bonds. Institutional investors typically access private equity opportunities through funds, as opposed to direct investments, because … Continue reading
For most emerging managers, the most difficult part of starting a fund is raising investment capital. Hundreds of funds are launched each year, but only a few emerge from the herd, attract investors’ attention, and grow. What differentiates successful funds … Continue reading
Over the past few years, investors have shied away from risky investments, especially those with hard lock-ups. Recently, however, more and more investors have voiced an interest in strategies that provide a higher yield. During the first half of 2010, … Continue reading
The summer months are notoriously slow for funds and investors alike. Managers take advantage of the opportunity to revamp while investors review their allocation strategies. Both spend time away from the office. Despite this industry wide slowdown, analysts at BHA … Continue reading
Long/short equity is among the most popular investment strategies used by hedge fund managers, primarily because it is a straightforward and effective way to hedge market risk. Similar to stock picking, funds invest in equities that they believe will increase … Continue reading
Historically, private equity has been the leading source of capital to businesses as the U.S. economy recovers from recessions. According to the Private Equity Council, “Following the past five periods of negative economic growth in the U.S. (1974, 1975, 1980, … Continue reading