Wed, May 27, 2015
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Industry Updates

The Simple approach to hedge funds beats HFRI fund of fund index return

Wednesday, November 14, 2012
Opalesque Industry Update - Simple Alternatives, LLC's launched the S1 Fund as a simple approach to a portfolio of hedge fund managers two years ago.

"Two years ago we created the S1 Fund to provide wealth advisors, and their clients, a better way to access a portfolio of hedge fund managers than the traditional limited partnership structure could provide,” said James K. Dilworth CEO and Founder at Simple Alternatives. “Obvious limitations with the limited partnership structure including the lack of liquidity, transparency, and relative high cost present significant obstacles for hedge fund investors to navigate.”

“The S1 Fund uses the mutual fund structure to deliver access to the same premier long/short hedged managers while providing the added benefits of daily liquidity, daily pricing, and a layer of regulatory oversight previously unavailable to hedge fund investors," added Dilworth.

For the two year period ended 9/30/12, S1 Fund had a return of 1.50% versus a 0.94% return for the HFRI Fund of Funds Composite Index. YTD through October 31, 2012, S1 Fund had a total return of 4.61%, compared to a 2.95% return for the HFRI Index, while maintaining a beta of approximately one quarter the S&P 500 Index.

Dilworth concluded that it was not surprising the S1 Fund has outperformed the hedge fund of funds index1 benchmark and, “our two year track record confirms our belief that it is possible for traditional hedge fund investors to achieve improved returns using the more investor friendly mutual fund structure.”

S1 Fund employs premium hedged equity managers who seek to preserve capital, lower volatility, and generate superior risk-adjusted returns. Simple Alternatives believes that small-to mid-sized managers with demonstrated short-selling experience are most likely to outperform over a full market cycle. SONEX seeks to deliver an absolute return with one-third the volatility of the equity markets as measured by the S&P 500 Index.

The S1 Fund is managed and advised by a team of leading hedge fund professionals, experienced in managing the assets of endowments, foundations, corporations, pension plans, RIAʼs, banks and high net worth individuals.

Press release

bc

What do you think?

   Use "anonymous" as my name    |   Alert me via email on new comments   |   
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. Opalesque Exclusive: SEC approves proposed changes to Form ADV, '40 Act - comment period to follow[more]

    Bailey McCann, Opalesque New York: Hedge funds and providers of liquid alternatives will want to pay close attention to proposed reforms approved by the SEC yesterday. The changes will require more frequent reporting, as well as a closer look into social media, liquid alternative strategies, and

  2. Investing - Hedge funds buy swathes of foreclosed subprimes, force up rents, float rent-bonds, Hedge funds buy Actavis, Valeant. ETFs join the party, The most loved biotechs of big hedge funds, Stocks to buy ... according to hedge funds, Atlantic City bond offering attracts hedge funds as buyers, Okumus Fund Management discloses huge new Ascent Capital Group stake[more]

    Hedge funds buy swathes of foreclosed subprimes, force up rents, float rent-bonds From Boingboing.com: When a giant hedge fund is bidding on all the foreclosed houses in a poor neighborhood, living humans don't stand a chance -- but that's OK, because rapacious investors make great landl

  3. Institutions - Institutional investors turn to real estate, planes, Assets at Boston’s five biggest family nonprofits rise to $3.5bn[more]

    Institutional investors turn to real estate, planes From Joins.com: The National Pension Service and domestic emerging market specialists who did not know where to invest in a low interest rate environment are turning to other investments like the blue-chip real estate market abroad.

  4. Opalesque Exclusive: A lot of hedge fund investors are beginning to recognise the need for ongoing cyber threats monitoring[more]

    Benedicte Gravrand, Opalesque Geneva: Corporate Resolutions Inc. recently formed a strategic partnership with iThreat Cyber Group. The two companies have worked together for years, assisting clients when challenging

  5. Opalesque Exclusive: BMO launches multi-strat '40 act fund[more]

    Bailey McCann, Opalesque New York: As we reach new market highs, investors are looking for a way to diversify and protect their portfolios from a potential market correction. Liquid alternatives are rapidly gaining ground as a critical tool for investors to use to mitigate downside risk. The BMO

 

banner