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.

Considering The Benefits of Equity Long/Short Hedge Fund Alpha

Published by Bob Elliott July 21, 2025 With nearly $10tln invested in actively managed equity mutual funds and ETFs and another $1.5tln in Equity Long/Short hedge funds it seems nearly most investors, advisors, and allocators are searching for an equity manager that can consistently outperform.  As many folks have learned through time, the vast majority […]

4Q 2024 Unlimited Hedge Fund Barometer

4Q 24 Hedge Fund Strategy Performance, Gross of Fees Summary Commentary Hedge Fund performance in 4Q24 was modestly positive with many Event Driven and Global Macro managers benefitting from positioning favoring Trump’s election in November while Emerging Market managers saw declines particularly as the hoped-for Chinese stimulus failed to materialize. Heading into ’25, fund managers […]

Curb Your Enthusiasm

Expectations for the US economy coming into a new year have not been this high in quite some time and Asset markets have fully priced in this exuberance.