Posts by John Delano

Investment Strategy | Articles

Hedge Funds: Is Now Their Time to Shine?

Diversification may be underappreciated when both equity and fixed income allocations have been broadly positive. With both these allocations facing significant and potentially long-lasting...
Manager Spotlight | Spotlight

David Kim Talks About His Path to Becoming Founder of Ghost Tree Capital

Commonfund Managing Director, John Delano, interviews David Kim, Founder and CIO of Ghost Tree Capital in this Commonfund Manager Spotlight.
Investment Strategy | Insights Blog

Investment Manager Fees: Out of Sight, Out of Mind

One of the most pressing questions facing fiduciaries is that of investment management fees. We think it is a healthy and necessary discussion, as even small fees can have a big impact on performance...
Investment Strategy | Articles

Active Management Fatigue and What to Do About It

Active management has struggled for several years, raising questions about whether active management can ever outperform again. Traditional active manager style tilts, like value and size, have...
Investment Strategy | Insights Blog

Size: It's Complicated

Assets under management (AUM) among hedge funds has always been characteristically top-heavy, with the majority of capital in the hands of a relatively small number of managers. While the hedge fund...
Perspectives | Articles

Smart money, crowded trades?

For investors building multi-manager portfolios, a look at an alternative hedge fund beta. Approaches to stock selection vary widely across the hedge fund universe, even among managers practicing the...