Analysis

Can the cryptocurrency craze become a fund class?

Digital assets strive for institutional scale despite market dips


Doubling down on Caesars

Canyon remains bullish on one of its most infamous distressed bets

New Fund Survey: Spreading the wealth

More new hedge funds were able to raise capital than any year since 2004. Total fundraising, however, has been slow to recover.



Asset Flows: April 2018

Multistrategy boosted by inflows.


Headcount – Two Sigma looks forward

Staff number grew robustly in 2017.


League Tables: April 2018

All strategies are in the black for April.


Headcount – Paulson pares down

Poor returns prompt a shake-up.


Strategy in Focus – Deal or no deal

Merger arb hedge funds hampered by regulatory red tape.


The Position – Where’s the dislike button?

Facebook is one of the most popular stock holdings, but will hedge funds #DeleteFacebook following the Cambridge Analytica scandal?


Indices: Global benchmarks and regional databases turn upward in April

Early estimates show global equity and macro are up, while commodities stumble.


Asset Flows: U.S. hedge funds record slight growth in Q1

Mixed arb maintains positive investor sentiment.


Asset Flows: Mixed arbitrage attracts investors in March

U.S. fund experience outflows overall, but mixed arbitrage sees new investment.


Indices: MBS returns rise as global benchmarks fall

Global benchmarks and all regional databases fail to make gains in early March estimates.




Asset Flows: Convertible and equity arbitrage funds attract most new capital in February

Commodities funds lose the most to outflows after a robust January.


Headcount – Maverick moves into quant

Maverick Capital’s latest hires mirror its shift toward quant strategies.


The Position – Crunch time for Agrokor

Distressed debt firm Knighthead is set to reap rewards from a bet on the restructuring Croatian retail conglomerate.


Asset Flows: Commodities and mixed arbitrage see most inflows in January

U.S. hedge fund industry sees net outflows in January.


Emerging Markets Feature – Expanding Horizons

Emerging markets have been hurt by rising rates twice in recent history but perhaps third time’s the charm.