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...
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.
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...
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...
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...