Tue, Nov 10, 2026
A A A
Welcome Guest
Free Trial RSS pod
Get FREE trial access to our award winning publications
Alternative Market Briefing

Opalesque Roundup: Hedge funds lock up capital as leverage, talent and tax redraw the map
Monday, September 28, 2026

The balance of power between hedge funds and their investors tilted further towards the managers this week. Point72 tripled its redemption period, inflows hit a twelve-month high and the redemption pipeline stayed near record lows. At the same time, regulators on both sides of the Atlantic turned their attention to the banks that finance the most leveraged strategies, Athens emerged as a serious contender for hedge fund offices and residency, and Turkey found itself managing a USD 17-18 billion investment fund collapse. Opalesque's own reporting this week focused on what allocators should be asking: about portfolio construction, founder transitions, board governance and the risks institutions knowingly add to.

Opalesque Exclusives

EXCLUSIVE - 23 September 2026 Meet Lukasz Tomicki, the manager whose edge contradicts 300 papers LRT Capital's Global Opportunities fund has compounded at 23.64% net since January 2022 against 10.82% for SPY, with roughly 0.3 beta and a Sortino ratio of 2.41. Tomicki calls moat, growth and capital allocation "table stakes" and locates the real alpha in portfolio construction and a proprietary factor finding that runs against most of the......................

To view our full article Click here
Article link
Previous Opalesque Exclusives                                  
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Opalesque Exclusive: DACH institutions push alternatives to 32.3% of portfolios as hedge funds make a comeback[more]

    Matthias Knab, Opalesque for New Managers: Institutional investors in Germany, Austria and Switzerland now hold almost a third of their portfolios in alternative investments, and they are more confident than ever in

  2. KRX chief courts CalPERS for bigger bet on Korea[more]

    Korea Exchange Chairman and CEO Jeong Eun-bo held talks with California Public Employees' Retirement System, or CalPERS, to promote greater investment in South Korea's capital markets, the bourse operator announced Wednesday. Jeong met with CalPERS Chief Investment Officer Stephen Gilmore.

  3. 755 Unicorns, $8 Trillion: Fifth Era maps the autonomous digital economy[more]

    Matthias Knab, Opalesque for New Managers: Fifth Era Partners, a specialized asset manager focused on the convergence of Internet, AI/Agentic and Blockchain technologies, has released the findings of its 13th Bia

  4. Opalesque Exclusive: "Enough beta plays" - how Fasanara builds an alpha-only multi-strategy platform[more]

    Matthias Knab, Opalesque for New Managers: Most multi-strategy funds promise diversification. Fewer can explain why their return streams should stay independent when markets turn. In an Opalesque SkillsLab investor

  5. Opalesque Exclusive: Governance, Scale, and Boutique Resilience in a Consolidating Hedge Fund Industry[more]

    Matthias Knab, Opalesque for New Managers: The hedge fund industry has undergone significant consolidation in recent years, with capital increasingly concentrated among large multi-strategy platforms. Yet boutique m

Click here for More about Opalesque Tracking
- A new, unique Premium Service -
  1. Hedge Funds
  2. CFM
  3. TOMS
  4. Hedge Funds Returns
  5. coatue
  1. mortgage fund
  2. Adar
  3. Hedge
  4. separately Managed Accounts
  5. marshall wace