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THE TOP 50 HEDGE FUNDS OUTPACE THE MARKET BY 28 PERCENTAGE POINTS: 3rd Quarter Update of the 2022 Global Hedge Fund survey

Author: Eric Uhlfelder

20 November 2022 BarclayHedge.com

Spiking volatility fueled by rising interest rates, high energy costs, and sustained inflation sent the market plummeting by nearly 24% through the first three quarters of the year. Russia's increased shelling of critical Ukrainian infrastructure as winter sets in is turning the war even more horrific. This is ratcheting up geopolitical tensions and global economic uncertainty as Europe appears headed for recession that's likely to jump the Atlantic and hit the US in 2023. And growing liquidity concerns threaten to turn this troublesome brew toxic. All this makes the Top 50 hedge funds’ performance even more noteworthy. The group was up nearly 4.5% year-to-date through September, outpacing the market by 28 percentage points. Outperformance continues to be driven by multistrategy, volatility arbitrage, and global macro funds.

THE TOP 50 TOPS THE MARKET BY 28 PERCENTAGE POINTS: 3rd Quarter Update of the 2022 Global Hedge Fund survey Click here to view this article in its entirety

HISTORIC DIVERGENCE: FIRST-HALF UPDATE OF THE 2022 GLOBAL HEDGE FUND SURVEY

Author: Eric Uhlfelder

26 August 2022, Global Investment Report and BarclayHedge

The 2022 Top 50 hedge funds--based on the best performing broad strategy funds over the past 5 years through 2021--outpaced the market during the first half of 2022 by 21 percentage points. The 50 were propelled by strong returns of multistrategy, global macro, and volatility funds that made the list. The review also includes a critical look at the current macro environment and forward-looking thoughts offered by various industry leaders.

2022 GLOBAL SURVEY OF THE TOP 50 HEDGE FUNDS - Midyear Update Click here to view this article in its entirety.

Economist Lars Christensen Assesses the War in Ukraine and the Potential for a Remarkable Recovery

Author: Eric Uhlfelder

8 May 2022 RIAIntel/Institutional Investor

From nearby Copenhagen, the veteran Danish economist with decades of experience in central and eastern Europe deconstructs the continent’s worst conflict since World War II and the implications for economies and markets.

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

EVOLVING OPPORTUNITIES IN CURRENCY INVESTING

Author: Eric Uhlfelder
17 March 2022 Eric Uhlfelder

Extraordinary macroeconomic and geopolitical events are reviving attention to the world's largest asset class.

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

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ECONOMIST JASON FURMAN EXPLAINS HOW INFLATION SNUCK UP ON US AND WHAT’S AHEAD IN 2022

Author: Eric Uhlfelder

24 February 2022 Eric Uhlfelder

Before Russia invaded Ukraine, I spoke at length with Jason Furman--Harvard economics professor and President Obama's chair of the Council of Economic Advisors. In one of his most extensive interviews, we covered a wide range of topics, starting with how economists missed the call about inflation and how such forecasting can be improved. We then moved on to issues of supply chains and productivity, Congress, government policy and China, to teaching economics during the time of Covid.

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

NON-FUNGIBLE SCOTOMA: Fourth Quarter Update of the 2021 Global Hedge Fund Annual Survey

Author: Eric Uhlfelder

25 February 2022 Aldous Huxley

In 2021 most of the Top 50 funds kept pace with their historical annualized returns. But a handful of proven veteran hedged equity managers and global macro managers lost money as the market soared. This report examines why this happened. It also revisits the five funds that were profiled in the original 2021 survey to reveal how most succeeded last year, and then explains why the most veteran of these managers struggled after having delivered annualized gains of 15% over the last 20 years through 2020.

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

WHAT ALLOCATORS REALLY THINK OF HEDGE FUND CLIENT SERVICING

Author: Eric Uhlfelder


January 2022 Backstop Solutions

In 2020 as COVID was raging across the country, Backstop Solutions organized a panel of allocators to discuss effective versus deficient client servicing they were receiving from external hedge fund managers. This year, Backstop decided to take an even deeper dive into this topic, tracking the experience of leading US and European allocators with respect to client servicing. The purpose? To gain a more in-depth understanding of what’s working, where improvement is needed, the impact of the pandemic, and where hedge fund client servicing may be heading.

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

A CRASH COURSE IN HEDGE FUND DUE DILIGENCE

Author: Eric Uhlfelder

22 December 2021 RIAIntel

Investors should avoid most hedge funds. Many things can go wrong in this minimally regulated space in terms of operations, investing, and management. But the potential attractiveness of this asset class is its capacity to provide uncorrelated returns and effective shelter, especially when the relentless bull market finally tires. Finding the right fund is a far more challenging task than selecting a promising stock, a quality mutual fund or UCIT. This primer can help advisors better assess hedge funds before making an allocation.

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

MIND THE GAP: Third Quarter Update of the 2021 Global Hedge Fund Annual Survey

Author: Eric Uhlfelder

15 November 2021 RIA Intel/Institutional Investor

Sharp third quarter volatility sent markets and the hedge fund industry sideways for the period. But during this time, the Top 50 funds added nearly two full percentage points, supported by hedged equity, macro, and emerging market managers. One measure of the continuing long-term consistency of this select group of funds is seen in 26 having registered double-digit returns in 2021 through September compared to 3 that have logged double-digit losses. In addition to examining performance of various strategies and funds along with allocator commentary, this update highlights expanding economic, market, and macro divides that pose increasing challenges to fund managers and investors trying to sustain performance while negotiating precipitous market peaks.

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