Sat, Aug 18, 2018
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Custom hedge fund portfolios gain traction with small to mid-size institutions

Monday, April 16, 2018

Bailey McCann, Opalesque New York for New Managers:

Large institutions have long been able to work with hedge fund managers to create their own customized portfolios, enabling them to tailor their allocations toward specific targets. Now as the market turns again toward active management, small and medium-sized institutions are going custom as well.

As the fund of funds space has grappled with middling performance and downward pressure on fees, it's been difficult for many programs to demonstrate value. Some investors have left the space while others have turned to customization. Trading a fund of funds program for a custom portfolio requires a bit more work upfront, but it can also help to maintain portfolio diversification and provide downside risk protection in the event of a correction.

"It's important to look at specific hedge fund strategies and understand what's happening in their respective category," says Tristan Thomas, director of portfolio strategy at 50 South Capital. Chicago-based 50 South, a wholly-owned subsidiary of Northern Trust Corporation, advises investors on portfolio allocations and invests in hedge fund and private equity managers. For Thomas, the key to a successful hedge fund portfolio is looking beyond headline performance numbers to consider the overall role of specific strategies in the portfolio and finding managers that you're......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Investing: Investors haven't been this bullish on U.S. stocks since 2015, U.S. hedge funds bet on retail, tech in second-quarter as economy sizzled, The world's largest hedge fund loads up on Alibaba, An $84bn hedge fund used Facebook's struggles to build a massive stake, Jana Partners jumps back into Facebook, adds stakes in Alibaba, Wells Fargo, Einhorn's Greenlight Capital slashes stakes in Apple, Twitter and Micron,Tiger, Tremblant, Columbus went big on Twitter before earnings[more]

    Investors haven't been this bullish on U.S. stocks since 2015 From Bloomberg: The bull run that has taken U.S. equities to record highs this year may be about to reach its peak, according to the latest survey of fund managers by Bank of America Merrill Lynch. Allocations to U.S. stock

  2. Activists: Elliott lawyer warns Korea better brace for activist funds, Activist hedge fund is seeking operational improvements at the antivirus company, Eddie Lampert details $500m offer for Sears's assets, Nielsen should get a break from the market[more]

    Elliott lawyer warns Korea better brace for activist funds From Bloomberg: The lawyer who advised billionaire Paul Singer in his proxy fight against Samsung Group says he's seeing a surge of interest from activist investors who view South Korea's businesses as potential targets. In

  3. New Zealand to VCs and hedge fund managers buying up its land: No more, Related news: New Zealand has banned the sale of homes to foreigners after too many people started treating the island like their doomsday hideout[more]

    New Zealand to VCs and hedge fund managers buying up its land: No more From Tech Crunch: Over the last couple of years, a once well-kept secret began to gain traction in New York media outlets: wealthy American investors, including VCs and hedge fund managers, had begun snapping up tracts

  4. Blockchain Board of Derivatives, world's first hybrid crypto trading platform launched[more]

    Laxman Pai, Opalesque Asia: The world's first hybrid cryptocurrency derivatives trading platform, Blockchain Board of Derivatives (BBOD), has been launched in partnership with GMEX Technologies. Traders all around the globe can now have access to this platform which makes it easier for trade

  5. Leon Cooperman's challenge of giving away $1bn[more]

    From Bloomberg: Leon Cooperman, founder of hedge fund Omega Advisors Inc., has a billion-dollar problem. Over the course of his career, he has accumulated lots of money. He now plans on giving it all away during his lifetime. This turns out to be much more challenging than it might seem. First,