Insights
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Pivotal Point of View – April 2025
Tariffs caused markets to tumble, managers sold off at the most accelerated rate in over a decade, and adjusted for new economic conditions by cutting gross and net leverage.
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Allocator inflection point: Making the most of 2025’s renewed interest in hedge fund investment
PivotalPath’s quarterly webinars bring together the best in hedge fund data, with the most influential industry voices.
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Pivotal Point of View – March 2025
Tariffs unnerved markets, managers took a bearish tilt, while allocators maintained their strong interest in fresh hedge fund investments.
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Pivotal Point of View – February 2025
January’s DeepSeek and US tariff broadsides were largely dodged by managers over a rollercoaster month. The PivotalPath Hedge Fund Composite Index ended January up 1.5%, while the rest of our main indices also generated positive returns.
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Pivotal Point of View – January 2025
Hedge funds rode December’s volatility well, with the PivotalPath Hedge Fund Composite Index up 0.3% across the month.
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Hedge Fund Industry Trends In Q4 & Capturing The New Manager Landscape
PivotalPath’s quarterly webinars bring together the best in hedge fund data, with the most influential industry voices.
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Pivotal Point of View – December 2024
Hedge funds enjoyed a positive November, following October’s flat month, with the PivotalPath Hedge Fund Composite Index up 2.1%.
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Pivotal Point of View – November 2024
Despite October’s volatility, hedge funds did a credible job of besting the wider markets over a challenging month, with the PivotalPath Hedge Fund Composite Index flat at 0.1%.
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Pivotal Point of View – October 2024
Hedge funds continue to deliver. Since January 2020, the PivotalPath Composite Index has annualized returns of 7.8%, with a Sharpe Ratio of 1.64, while most importantly, generating alpha of ~6.4% per annum (with a beta of only 0.12).
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Hedge Fund Industry Trends In Q3 & The Evolving Fee Landscape
PivotalPath’s quarterly webinars bring together the best in hedge fund data, with the most influential industry voices.
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Pivotal Point of View – September 2024
Every month, on behalf of over $340B in client hedge fund capital, PivotalPath tracks over 2,800 institutionally-relevant hedge funds, spanning >$3T of industry assets. Our monthly report contextualizes these data points and identifies trends to help gain unique insight into the hedge fund industry. 2024 Hedge Fund Performance Strategy Highlights: Equity indices continues to make […]
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Pivotal Point of View – August 2024
Every month, on behalf of over $300B in client hedge fund capital, PivotalPath tracks over 2,800 institutionally-relevant hedge funds, spanning >$3T of industry assets. Our monthly report contextualizes these data points and identifies trends to help gain unique insight into the hedge fund industry. 2024 Hedge Fund Performance Strategy Highlights: Equity Indices continue to make […]
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Pivotal Point of View – July 2024
Every month, on behalf of over $300B in client hedge fund capital, PivotalPath tracks over 2,800 institutionally-relevant hedge funds, spanning >$3T of industry assets. Our monthly report contextualizes these data points and identifies trends to help gain unique insight into the hedge fund industry. 2024 Hedge Fund Performance Strategy Highlights: Equity Quant’s consistency continues to […]
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Hedge Fund Industry Trends & Building Better Benchmarks Webinar
PivotalPath and guests from Innocap, Aima and Ellington discuss H1’s key performance, strategy and allocator trends and the thorny issue of how ‘faulty’ indices have led to a disconnect between funds and their investors.
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Pivotal Point of View – June 2024
The PivotalPath Composite Index appreciated 1.1% in May and is up 6.1% YTD. The Index continues to generate positive alpha of 6.3% relative to the S&P 500 (S&P) over the last 12 months, even as equity markets declined in April and recovered in May.
Read Full article to learn about Hedge Fund Performance.
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Pivotal Point of View – May 2024
The PivotalPath Composite Index declined 0.2% in April and is up 4.9% YTD. The Index continues to generate positive alpha of 6.3% relative to the S&P 500 (S&P) over the last 12 months, even as equity markets declined in April.
Read Full article to learn about Hedge Fund Performance.
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Pivotal Point of View – April 2024
The PivotalPath Composite Index rose 2.1% in March and is up 5.1% through Q1. The Index continues to generate positive alpha of 5.6% relative to the S&P 500 (S&P) over the last 12 months, even as equity markets soar.
Read Full article to learn about Hedge Fund Performance.
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Pivotal Point of View – March 2024
The PivotalPath Composite Index rose 2.1% in February, building on its January return of 1.1% and 2023’s return of 7.6%. The Index continues to generate positive alpha of 3.4% relative to the S&P 500 (S&P) over the last 12 months even as equity markets soar.
Read Full article to learn about Hedge Fund Performance.
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A Bias-Free Assessment of the Hedge Fund Industry
A New Evaluation of Total Assets, Alphas, and the Flow-Performance Relation.
We combine data from six leading commercial hedge fund vendor databases with confidential regulatory filings to provide a comprehensive evaluation of hedge fund industry size, performance, and investor flows.
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Pivotal Point of View – February 2024
The PivotalPath Composite Index rose 1.1% in January, building on the 2023 return of 7.6%
Read Full article to learn about Hedge Fund Performance.
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To access the “Hedge Fund Industry Trends In Q4 & Capturing The New Manager Landscape” webinar, please provide the following information.
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To access the “Hedge Fund Industry Trends In Q3 & The Evolving Fee Landscape” webinar, please provide the following information.
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To access the “Hedge Fund Industry Trends & Building Better Benchmarks” webinar, please provide the following information.