Performance
David Einhorn on the future of value investing
Einhorn highlights “extraordinary” opportunity despite disappointing returns in value last decade
March crisis showed illiquidity risk to CTAs in alt markets: CFM
"Our instinct has been to be wary of illiquidity," says $10bn firm
Investors look outside US after dominant market era
Investors including Blackstone see rising international stock opportunity
Steve Cohen, Marc Lasry see US rates falling
Cohen “of the belief that interest rates are going to go lower”; Lasry sees a fall within six months
Does ChatGPT herald a new AI era for hedge funds?
AI is nothing new for hedge fund industry, but research uptake is increasing
Marc Rubinstein on hedge fund launches, pod-shops and the Power List: 5 takeaways
Rubinstein on how long/short equity has changed, the rise of pod-shops and the launch environment today
Short-sellers make $4bn from Tesla slump in April
Comes in week Hindenburg Research unveils new campaign against activist Icahn
FX gains drive trend-following comeback in April
Sector comeback in April after heavy losses in March
Transtrend rebounds in April after record loss in March
Big gain in April follows worst month since strategy formed in 1992
Man Group’s alts range attracts $1.6bn net inflows in Q1
Inflows a positive sign for industry despite hedge fund losses in March.