Mon, Jun 29, 2026
A A A
Welcome Guest
Free Trial RSS pod
Get FREE trial access to our award winning publications
Alternative Market Briefing Weekly

Opalesque Roundup: Hedge funds extended first-half year gains in July: hedge fund news

Saturday, August 09, 2025

In the week ending August 08th 2025, HFR reported that hedge funds extended strong 1H gains to begin the second half of the year, with leadership accelerating from directional Event Driven and Equity Hedge, which was driven by an improving outlook for M&A, trade negotiations, and overall economic outlook into 2H25.

HFRX Equity Hedge Index gained +0.79% in July (5% YTD) from gains in fundamental growth and value strategies partially offset by declines in market neutral strategies. The HFRX Fundamental Growth Index gained +1.67% from gains in exposure to small-cap US and European equities. The HFRX Fundamental Value Index gained +0.43% from gains concentrated in large-cap US and European equities. The HFRX Equity Market Netural Index declined -0.21% from declines in mean reverting, factor-based strategies.

Meanwhile, quant hedge funds might have finally seen the light at the end of the tunnel. After weeks of minor losses that one fund executive described as a "long, slow bleed," systematic funds ended July with a strong week, according to a note sent by Morgan Stanley to clients after trading last Thursday.

In new launches, Lee Ainslie's Maverick Capital is raising money for a new semiconductor fund and seeking to boost assets in its hedge funds, a rare expansion for the $10 billion firm that opened more than three decades ago; Global investment firm Carlyle has closed another U.S. opportunistic real estate fund (CRP X), raising $9 billion, which will target multiple asset classes, and PGIM, the investment management arm of Life insurer Prudential Financial, has raised $4.2 billio......................

To view our full article Click here

Previous Opalesque Exclusives                                  
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Other Voices: Nvidia extraordinary growth and the challenge of sustaining demanding valuations over time[more]

    Antonio Di Giacomo, Senior Market Analyst at XS.com, writes: Nvidia has established itself as one of the most extraordinary growth companies in the global technology sector. Over the past two fiscal years, its revenues have risen from levels close to $60 billion annually to well above $120 billi

  2. Secondaries take center stage: What the 2026 PE landscape means for GPs and investors[more]

    Matthias Knab, Opalesque for New Managers: The 2026 edition of Dechert's Global Private Equity Outlook - "Signs of a Gradual Thaw" - marks a notable shift in industry sentiment. After years of compr

  3. And, finally: Time to share it with the people[more]

    From Newsoftheweird: Leavenworth, Washington, has become a tourist destination because of the Bavarian theme businesses have adopted there, NPR reported. One shop, the Leavenworth Nutcracker Museum, houses the world's largest nutcracker collection, thanks to 101-year-old Arlene Wagner. Wagner sta

  4. Opalesque Exclusive: Private Markets Evergreen Funds - An Insider's View[more]

    Matthias Knab, Opalesque for New Managers: Private Markets Evergreen Funds: What Investors Need to Know Before They Dive In The democratization of private markets is well underway. Structural barriers t

  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