Unlimited Blog
Forget Finding the Needle, Leverage the Haystack & Reduce the Fees
Forget Finding the Needle, Leverage the Haystack & Reduce the Fees Allocators search for hedge fund managers that they think will outperform their industry peers
Top Posts
1Q 2026 Unlimited Hedge Fund Barometer
Hedge funds delivered positive performance in Q1 26 despite a major geopolitical shock, with Managed Futures and Global Macro strategies benefiting from rallies in gold and non-U.S. equities in the front-half of quarter. Event Driven strategies struggles amid a high-volatility environment.
4Q 2025 Unlimited Hedge Fund Barometer
Hedge Funds delivered strong positive performance in Q4-25 with Managed Futures and Global Macro strategies benefitting from rallies in gold and ex-US equities while Emerging Markets strategies were modestly positive, challenged by geopolitical uncertainty.
Considering the Benefits of Dynamic Leverage
Folks who have been in the asset management business long enough have witnessed that most financial assets experience long cycles of favor (booms to bubbles) and disfavor (“lost decades”).
A Fork in the Road
The US economy enters 2026 in a more fragile state than in many years. Strict immigration restrictions, weak hiring demand, and tariff hikes have eroded both household income growth and real spending power.
‘Tis the Season….to Tax Loss Harvest?
`Tis the Season…to Tax Loss Harvest? By Bob Elliott and Nathan Nangia Dec 1, 2025 December doesn’t just mark the season of last-minute shopping, gingerbread
Hedge Fund Style Outperformance Persistence & Its Consequences
Global Macro and Equity Long/Short hedge fund styles have excelled year to date. Can it continue?
3Q 2025 Unlimited Hedge Fund Barometer
Hedge Funds delivered strong positive performance in Q3-25 with Emerging Market and Equity Long/Short strategies benefitting from rallies in Asian equities while Fixed Income strategies were modestly positive, challenged by tighter credit spreads.
2Q 2025 Unlimited Hedge Fund Barometer
2Q 2025 Unlimited Hedge Fund Barometer 2Q 25 Hedge Fund Strategy Performance, Gross of Fees Summary Commentary Hedge Funds delivered moderately positive performance in 2Q25
Considering The Benefits of Equity Long/Short Hedge Fund Alpha
Considering the Benefits of Equity Long/Short Hedge Fund Alpha Published by Bob Elliott July 21, 2025 Updated March 31st, 2026. With nearly $10tln invested in