Monday, July 15, 2024

Analysis

Watch out for hedge fund crowding risk, says Man Group’s external alpha head

Singleton advises allocators be wary of excessive leverage and sees benefit in keeping exposures liquid

Could Pershing Square’s launch kickstart the listed closed-end market?

Law firm Ropes & Gray believes the launch could potentially kickstart the closed-end fund IPO market

Hedge fundraising outlook in 2024

Two structural forces the sector must overcome if it is to finally push beyond the $4trn mark

Macro fundraises show appetite persists in 2024

Some high-profile fundraises show LPs are still committing to the strategy

Rise of the “anti-pod shop” — new models fight the dominant multi-PM platforms

The increasing industry dominance of the established US multi-manager platform model has been challenged this year.

What higher-for-longer means for hedge fund returns, LP priorities and multi-strats

LPs are expecting more from hedge funds in a higher rate environment, according to Jon Caplis, founder of PivotalPath in New York.

Bridgewater book shows culture is everything

Industry culture is a hot topic following publication of The Fund

Multi-strat race for ‘next Ronaldo’ sends pay soaring

Eisler Capital shows direction of travel, locking up capital for longer

Multi-strategy funds face ‘talent bubble’ test

Can multi-strats deliver, and control costs, in the new market paradigm?

Schonfeld’s Millennium move shows cost pressure on multi-strats

Multi-strat managers have a tenth more staff in investment roles compared to the rest of the hedge fund elite

Analysis: Ken Griffin could back Paul Marshall’s Telegraph bid

Griffin's backing for a consortium led by Paul Marshall would be a game-changer.

“Magnificent seven” tech stocks dominate hedge fund positions

Hedge fund ownership of Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla at record high

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