From the category archives:


Will Interval Alternatives Accomplish what Liquid Alternatives Could Not?

September 30, 2015

Hedge funds have endured the slings and arrows of multiple critics, including presidential contenders on both sides of the aisle, yet they remain the investment platform of choice for institutional investors and high net worth individuals. This fact is not lost on the small investor who, unable to meet the definition of a qualified investor, [...]

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Investors, Refugees and Economies Collide at Hedge Fund Junction

September 15, 2015

The human tsunami of refugees created by ISIS’ unprecedented and unchecked rise in the Middle East may prove to be a greater barrier to hedge fund gains than the on-again-off-again FOMC rate hike. Any FOMC rate hike would likely impact hedge funds with equity strategies first and, one could argue, with greater negativity than funds [...]

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Hedge Funds and Third Quarter Market Jitters

September 3, 2015

As the scoreboard signals the final minutes of the third quarter, mayhem breaks out on the field of play. It isn’t football, basketball, soccer or hockey; it is the equity markets. The Play by Play On December 23rd, 2014, the DJIA closed above 18,000 for the first time, which, coincidentally, marked the 101st anniversary of [...]

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You Can Whistle While You Work

August 18, 2015

Rooted in the American culture is a certain level of disdain for those who bite the hand that feeds them. Snitching on a friend, co-worker or neighbor is widely viewed as un-American or, at the very least, disloyal. The extent to which this contempt applies to employees ratting out employers is open to debate—or was [...]

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The Corporate World Reacts to Hedge Fund Activism

August 6, 2015

The past several months bears witness to a dramatic rise in aggressive hedge fund activist attacks. This activism is not directed solely toward small, weak or poorly managed companies as one might expect. On the contrary, large, respected, successful enterprises are prime targets. Examples include Amgen, Sony, Proctor & Gamble, DuPont and Qualcomm to cite [...]

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Hedge Fund Health: a Mid Year Check Up

July 22, 2015

By any measure, the first six months of 2015 has been a wild ride. The uncertainties swirling around the potential “Grexit”, the on-again, off-again specter of an FOMC rate hike, quantitative easing by the European Central Bank, China’s comparatively sluggish economy and stagnant oil prices represent a few of the numberless variables hedge funds have [...]

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Both Nature and Hedge Funds Abhor a Vacuum

July 8, 2015

The passage of the Dodd–Frank Wall Street Reform and Consumer Protection Act in July, 2010 was largely a knee-jerk reaction to the financial crisis. This sweeping piece of legislation has had, like many legislative initiatives, numerous unintended consequences. For example, many believe that Dodd-Frank is responsible for the precipitous decline of the small community bank, the life [...]

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Hedge Funds and The OECD’s Global Tax Initiative

June 25, 2015

As early as the 1920′s, the League of Nations recognized the potential adverse consequences of disparate domestic tax structures on global growth and prosperity, the most significant of which is double taxation. The dizzying pace of globalization has forced the Organization for Economic Cooperation and Development (OECD) to finally come to grips with this issue. [...]

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Hedge Funds Begin to Embrace Social Media

June 10, 2015

Hedge funds have been understandably resistant to social media, suffering from a form of post traumatic stress, as a direct result of the eight decade gag forced on them by the general solicitation ban. Hedge funds have a reputation for many things but, social media interaction is certainly not one of them. That is slowly [...]

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Hedge Funds and the Strengthening Dollar

May 27, 2015

The dollar has experienced its sharpest rise in five decades. That, coupled with robust European and ongoing Japanese quantitative easing, has made investors increasingly wary. Understanding how the dollar achieved these remarkable gains is important in understanding the potential consequences. A Perfect Storm In response to the 2008 financial crisis, the Federal Reserve flooded banks [...]

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