HOME OF THE GLOBAL TOP 50 HEDGE FUNDS SURVEY

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01 September 2021

The 2021 hedge fund survey published in June, which ranked the 50 top-performing funds over the trailing five years through 2020, found as a group they continued to outperform their peers and kept pace with the market during the first quarter. Through the 2nd quarter, the Top 50 again outperformed the hedge fund industry, led by distressed securities and hedged equity. But a relentless bull market surged ahead, ignoring various unanticipated macro trend shift that weighed on fixed-income, credit and macro strategies.



Mid-Year update of the 2021 Global Hedge Fund Survey Click here to view this article in its entirety.

30 June 2021

Eric Uhlfelder’s 18th annual global hedge fund survey reaffirms many of the same findings he reported in previous annual surveys commissioned by The Financial Times, Barron’s, The Wall Street Journal, and last year by SALT. Based on the highest annualized performance over the last five years, the Top 50 funds collectively delivered gains that virtually matched the S&P 500 with significantly less risk and low correlation to the market. Further, in spite of the sharp market collapse a year ago March, 2020 returns of these funds more than doubled the hedge fund industry average gains and outpaced the S&P 500 by nearly 6 full percentage points. The survey tracks various performance and risk metrics, and fund correlation to the S&P 500. The study also includes extensive interviews with leading global allocators, hedge fund managers, economists, and consultants.



2021 GLOBAL SURVEY OF THE TOP 50 HEDGE FUNDS Click here to view this article in its entirety.

March 2021, Commissioned by SALT

The Top 50 hedge funds identified in last year’s SALT-commissioned study generated 1-year net returns through 2020 that virtually kept pace with the market, but with less volatility and drawdown. This was precisely the same compelling findings uncovered by the study that produced this list of best-performing funds based on net 5-year annualized returns through 2019.



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15 November 2020, Commissioned by SALT

The 2020 hedge fund survey published in June, which ranked the 50 top-performing funds over the trailing five years through 2019, found as a group they outperformed their peers and the market by a wide margin during the sharp sell-off of 2020’s first quarter. And as markets rebounded over the next two quarters, their average returns ended September far ahead of those generated by the hedge fund industry and the S&P 500.



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28 September 2020

The 2020 hedge fund survey published in June, which ranked the 50 top-performing funds over the trailing five years through 2019, found as a group they outperformed their peers and the market by a wide margin during 2020's first quarter sharp selloff. And as markets rebounded in the second quarter, these funds continued to outpace the hedge fund industry and the S&P 500.



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22 September 2020, RIAIntel

I sat down virtually with Aswath Damodaran, the venerable finance professor at the NYU Stern School of Business, who spoke extensively about his passion for helping students cut through the noise to better focus on underlying financial metrics, to better understand companies, markets, and what's happening to our economy.

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15 June 2020, Commissioned by SALT

A key takeaway of my 17th annual hedge fund review: managers generating the top long-term returns--which collectively tracked the market's gains over the last five years with less risk--significantly outperformed the S&P 500 and their hedge fund peers during the first quarter collapse.  Their disciplined management of both investing and risk helped them withstand an extreme selloff . . . across most strategies.  The survey tracked 17 key data points for each fund, ranging from launch date and strategy, performance and volatility over various periods, and correlation to the S&P 500.  And the report includes extensive interviews with leading  global allocators, hedge fund managers, economists, historians, and consultants.  My 16 previous surveys were commissioned by The Financial Times, Barron's, and The Wall Street Journal.

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28 October 2019, Pensions and Investments

Betting on the gradual liberalization of regulatory and corporate standards of the Eastern world appears on first glance to be an unusual and risky thesis on which to base a hedge fund strategy.  But that strategy is exactly what Simon Sadler was focused on when he set up his Hong Kong-based firm Segantii Capital Management Ltd. — and his $3.5 billion Segantii Asia-Pacific Equity Multi-Strategy Fund — a dozen years ago in the eye of the financial crisis.


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7 October 2019, The Wall Street Journal

Hedge funds on average generated less than half the returns of the stock market in the first half of 2019, posting a net return of 7.2%, according to industry data tracker BarclayHedge. The S&P 500 returned 18.5%. This is an improvement over last year’s mid-year report.  And while equity funds have been the top-performing strategies this year, looking back 1, 3, and 5 years generally reveals a lack of consistency by most strategies.

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