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 with Equity Long/Short and Emerging Market strategies benefiting from strong global asset performance while Managed Futures strategies were negative, challenged by choppy market conditions. Hedge Funds maintained relatively conservative positioning through the quarter given the significant […]
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 […]
1Q 2025 Unlimited Funds Hedge Fund Barometer
Hedge Funds eked out modestly positive performance in 1Q25 with the mix of sub-strategy returns largely reversing the moves of the previous quarter. Emerging Market funds outperformed meaningfully as Chinese stocks surged, meanwhile Equity Long/Short and Event Driven delivered weak outcomes.
Considering The Benefits of Global Macro Alpha
The market turmoil to kick off ‘25 has many investors considering adding diversifying strategies to those traditional 60/40 portfolios that have done well in recent years. As we scan the universe of under appreciated diversifying strategies, Global Macro alpha stands out as one of the most compelling complements for many portfolios.
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 […]
3Q 2024 Unlimited Hedge Fund Barometer
Report Highlights 3Q 2024 Hedge Fund Strategy Performance, Gross of Fees Commentary Hedge Fund performance in the third quarter was moderately positive, with Emerging Markets managers delivering 5% returns supported by a rally in Chinese assets at the end of the quarter. Long/Short Equity and Event Driven managers rode through the turmoil during the quarter […]