Tag Archives: arch-nemesis
Global Macro Hedge Funds Are Weathering the Storm
Seeking Alpha – If someone was asked to name a fund in the global macro game, undoubtedly Tudor Investment Corp or Moore Capital Management would be among the most frequent responses. The global macro strategy has fared well in the […]
Hedge Funds: Back to Basics
Seeking Alpha – With the news getting worse and worse for the hedgies (e.g. Fortress, Thomas Lee, D. E. Shaw), it’s time for a rethink on hedge funds. For hedge fund investors: You probably went into them believing that they […]
I’m Shocked, Shocked: My Hedge Fund Didn’t Hedge!
Seeking Alpha – "In my view they didn’t do what they set out to do … which was to hedge. I saw a few hedge funds that did much worse than my long-only fund, which is rather ironic," [Veritas Asset […]
Hedge Fund Tracking: Lee Ainslie’s Maverick Capital, Q3 2008
Seeking Alpha – This is the Third Quarter 2008 edition of our ongoing hedge fund tracking series. We’ve already covered Whitney Tilson’s T2 Partners, Peter Thiel’s Clarium Capital, Bill Ackman’s Pershing Square, and Stephen Mandel’s Lone Pine Capital. Next up, […]
Even Healthy Hedge Funds Face Redemptions
Seeking Alpha – It’s a tough world out there – I saw in the Wall Street Journal the average hedge fund lost 18% in October. Considering what their mandate is i.e. hedge – that is amazing. September was awful as […]
Real Hedge Funds Don’t Need a Bull Market to Make Money
Seeking Alpha – Risk management Rule No.1: if it can happen then it will happen. Hope for the best but plan for the worst. Recent events have provided good returns for some hedge funds, hard times for other hedge funds […]
Hedge Funds: 2008’s Winners and Losers
Seeking Alpha – Hedge funds often try to offset potential losses in the principal markets they invest in by hedging their investments using a wide variety of techniques. For this very reason, many of them rarely disclose any of their […]
What Makes Me Bearish? Hedge Fund Sales on the Horizon
Seeking Alpha – Investors pulled at least $43bn from U.S. hedge funds in September as market turmoil led to unprecedented withdrawals, an analysis by a leading research house shows. The data from TrimTabs Investment Research – which was to be […]
Funds of Hedge Funds: ‘A Diminishing Slice Of a Growing Pie’
Seeking Alpha – As the Wall Street Journal pointed out earlier this week, “It may be premature to write the epitaph for funds of hedge funds”. Maybe so, but with predictions for redemptions running in the high teens for this […]
Hedge Funds Raise Cash To Repay, Not Reinvest
Seeking Alpha – Some analysts say a big-picture trend presently unfolding involves hedge funds and other players unwinding bets on commodities/foreign currencies and plowing the proceeds into U.S. financial and other stocks. They are doing this for valuation reasons and […]
Insana Capital Partners ‘Legends’ Hedge Fund To Close
Seeking Alpha – CNBC’s Ron Insana is folding the tent on his Insana Capital Partners L.P. hedge fund called "Legends." On August 8, 2008 sent a letter to his investors to announce they were closing shop and taking a job […]
