It’s the always present question mid-size and start up funds ask themselves day in and day out. Alternatives research and analysis firm Preqin tackles the question with some hard data in their most recent piece: “What are Investors Looking For?”, showing that the small and mid-size hedge funds outperformed the largest funds by about 1.7% in 2013:
Category: Why Alternatives?
Is it time to Google “Alternative Investments?”
There were likely more than a few people searching Google for “Alternative Investment Opportunities” with the Dow down over 600 points in a few days, but just what are they looking for, exactly? Something which isn’t going down..that day? Something which can make money if there is an extended down move? Something which has different return drivers than the stock market? We give a break down of the alternative investment world.
The 10 most read Managed Futures posts of 2013
Another year and another reflection back on the year that was. Before we get too excited about 2014, we wanted to review what you found the most interesting managed futures stories of 2013.
“Jackass Investing”
Our apologies if we offended anyone’s sensitivities with the latest newsletter title, but you know we’re big readers around here and we just finished reading one of the highest rated investment books on Amazon (4.7 out of 5 stars) titled, “Jackass Investing”. The book tackles a host of market “truths”, “axioms”, and “words to live by”, systematically taking them apart in a way that warms our heart. Without further ado, here are some of the best parts. We’re also giving away free copies!
Morningstar’s Nadia Papagiannis Demystifies Alternatives:
The highlight of last week’s Alternative Investments Conference for us was definitely Morningstar’s Nadia Papagiannis presentation titled, “Demystifying Alternatives: The ABCs of Alternative Assets, Strategies and Vehicles.” We have to hand it to her, she’s a pro when it comes to alternatives. Since Managed Futures got some of the spotlight, we are reviewing definitions, perceptions, allocation, and our takeaway.
Alternative Investment Conference Spotlights Managed Futures
We just couldn’t get enough of the conference action last week with the NIBA and the CTA Expo, and spent the beginning of this week exploring what the “Alternative Investments Conference” has to offer. Here are some highlights from day including the discussion of whether alternative investments should receive a larger portion of portfolio allocation:
Chatting with Gary Fencik- Meeting of the Alternative Minds
While attending the CFA Conference in Chicago, we had the distinct pleasure of meeting with Gary Fencik, who is a partner of the firm and Head of Business Development at Adams Street Partners, LLC. We took the opportunity to get his thoughts on Private Equity, global diversification, and of course, pro football.
The Why Alternatives? Wrap Up
Last week’s flurry of conference activity was full of great insights from many clever people. Now that we’ve had a few days to recover, we decided to paint a bigger picture – what were the common themes we heard throughout the week?
Attain presents Why Alternatives?: CFA Interview with Scott Welch
We had a chance to talk with Scott Welch, Co-Founder and Senior Managing Director of Fortigent, LLC, at CFA about his outlook for alternative investments, managed futures, and the regulatory landscape. As we like to say, the best way to grow smarter is to talk with smart people.
Attain presents Why Alternatives?: Best of the SALT 2012 Breakout Sessions
The breakout sessions this afternoon at SALT have been particularly valuable. First up for us was “Man vs. Machine: A Comparison between Discretionary and Systematic Alpha Creation,” but it was a tough call as to whether that was better than “A Broader Reach: How the JOBS Act Impacts Hedge Funds.” By and large, a ton of great information coming out.