Hedge Funds Scramble to Reassure Investors
I am fascinated by what I have been calling the hedge fund paradox: For ages, all but the top funds have lagged behind benchmarks for...
Junk Bond Funds Are Imploding. (This is a feature, not a bug).
In the bond market, you can get liquidity or safety or yield — but not all three at the same time. Sometimes, even two out of three...
Hedge Funds Top Goal Ain’t Performance
From CIO, comes this article, headlined AUM Growth Is Hedge Funds’ #1 Goal, along with this fascinating chart. The article...
Hedge Funds Cost Pensions $15 Billion in Lost Opportunities
A new report poses an interesting question: “Would public pension funds have fared better if they had never invested in hedge funds...
Meet Ben Carlson of RWM Institutional Asset Management in NYC
Earlier this year, RWM announced that we were adding Ben Carlson to our team, to develop our Institutional Asset Management division....
Portfolio Managers vs. Portfolio Management
This morning’s must read comes from Ben Carlson, who coincidentally runs our institutional practice. In a longer analysis, Ben...