Is venture capital really “broken”?
Jul 29th, 2010 | By Guest | Filed under: Private Equity, Today's Post
If it ain't broke, do you try to fix it anyway?
Archive for July 2010
Study finds market “under-reaction” to Buffett’s 13F filings, proposes trading strategy to exploit it
Jul 28th, 2010 | By Alpha Male | Filed under: Academic Research, CAPM / Alpha Theory, Today's Post
In an age where hair-trigger investors exploit information in nanoseconds, here's a trade you can apparently take your sweet time to make.
7 Questions for Rachel Minard and Fabio Savoldelli of Optima Fund Management
Jul 27th, 2010 | By Guest | Filed under: Today's Post
By: Andrew Saunders, Director, EFX Prime Services, Member, AllAboutAlpha.com Editorial Board To paraphrase Mark Twain, the reports of the death of fund of funds (FoFs) may have been greatly exaggerated. Recent surveys seem to show a future that – to borrow Ben Bernanke’s phrase now – “unusually uncertain” (see posts here, here, here and here). However, [...]
Once burned, but fortunately not necessarily twice shy
Jul 26th, 2010 | By AAA Staff | Filed under: Hedge Fund Industry Trends, Today's Post
A comprehensive study released by Citi Prime Finance suggests investors are taking a liking to the changes that have occurred in the hedge fund industry since the 2008 crisis.
Hedge funds enter the All-Star break one game above 500
Jul 25th, 2010 | By Alpha Male | Filed under: Hedge Fund Industry Trends, Today's Post
The mid-year is a great time for a break.
European pension managers feeling more optimistic, but still not crazy about traditional beta investments: survey
Jul 22nd, 2010 | By AAA Staff | Filed under: Institutional Investing, Today's Post
European pension managers are feeling more upbeat according to a new survey. Yet that doesn't seem to be translating into more hunger for either equities or bonds.
Book Review: Diary of a Hedge Fund Manager
Jul 21st, 2010 | By Guest | Filed under: Today's Post
Keith McCullough's journey from Thunder Bay, Ontario to mid-town Manhattan is both an homage to the "everyman" and a biting critique of the hedge fund industry.
Institutions to FoHFs: We don’t really like you after all
Jul 20th, 2010 | By AAA Staff | Filed under: Hedge Fund Industry Trends, Today's Post
Another survey of institutions' thoughts on funds of hedge funds suggests that despite recently reported goodwill, they aren't so enamored after all. So what gives?
Study reveals Achilles heel of mega private equity funds
Jul 19th, 2010 | By Alpha Male | Filed under: Private Equity, Today's Post
Big is apparently not always best in private equity.
Paper recommends money managers “eat your own cooking”
Jul 18th, 2010 | By Alpha Male | Filed under: Academic Research, Investment Management Fees, Today's Post
Performance fee arrangements can be a dog's breakfast.
Survey: Pensions keep welcome mats out for funds of funds
Jul 15th, 2010 | By AAA Staff | Filed under: Hedge Fund Industry Trends, Today's Post
Pensions aren't upping their allocations to funds of hedge funds, but they aren't scaling back either, according to Towers Watson's Global Alternative Investment Survey released this past week. We'll take it as a glass-half-full story.
Recent evolution of commodities markets raises interesting new questions about the asset class
Jul 14th, 2010 | By Alpha Male | Filed under: Commodities, Hedge Fund Industry Trends, Today's Post
After a decade of change, debate brews about the appropriate role of commodities in institutional portfolios.
Study quantifies media biases regarding hedge funds and proposes way for hedge funds to exploit them
Jul 13th, 2010 | By Alpha Male | Filed under: Academic Research, Media Coverage of Hedge Funds, Today's Post
Hedge funds and the mass media have always had a love/hate relationship (with emphasis on the "hate" part). But it turns out that an analysis of media word choices - and the choices of words in funds' own press releases - may contain valuable information.
Prime Custody: One way for hedge funds to protect against “being Lehmaned”
Jul 12th, 2010 | By Guest | Filed under: Hedge Fund Operations and Risk Management, Today's Post
The effect of the Lehman bankruptcy still reverberates around the prime brokerage industry in the form of business model innovation.
AllAboutAlpha.com Exclusive: Excerpt from new book “Top Hedge Fund Investors: Stories, Strategies, and Advice”
Jul 11th, 2010 | By Alpha Male | Filed under: Featured Post, Today's Post
A new book out this week chronicles the colourful personalities that helped to build the hedge fund industry we know today.
