| 02.02.2026 Opalesque Roundup: Allocators reassess China exposure as Asian hedge funds perform |
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This week brought two major Opalesque Exclusives that reframe how institutional allocators should think about hedge fund manager selection. The first establishes mathematical proof that boutique managers outperform by 82-135 basis points annually. The second details how a veteran portfolio manager delivered 57% net returns in 2025 by bucking consensus and investing in unloved European |
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