Press & Media
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Hedge Funds Take Aim at Small Cap Stocks After Torrid Rally
Hedge funds are ramping up bets against the shares of smaller companies after a searing rally, as doubts linger about the resilience of the US economy in the face of a global trade war. “Managers believe that small caps are more exposed to domestic economic uncertainty,” said Jon Caplis, CEO of hedge fund research firm PivotalPath. […]
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Quant and macro hedge funds outperform as markets ride Trump tariff volatility
Hedge funds pushed through first half uncertainty and volatility to finish in positive performance territory, with funds from managers including AQR Capital Management and Bridgewater Associates posting double-digit gains. Hedge funds overall posted returns of 3.8% through the end of June, according to the PivotalPath hedge fund composite index. PivotalPath’s equity quant index finished the […]
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Tiger Cub Hedge Funds Led by Lone Pine Log Strong First-Half Gains
A pack of stock-picking firms known as Tiger Cubs — the hedge funds run by proteges of Tiger Management founder Julian Robertson — were among the industry’s best performers in the first half of the year, capped by solid gains in June. It was a tumultuous start to 2025 for markets, which have been whipsawed by geopolitical […]
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Citadel, Millennium, Viking veterans lead wave of major 2025 hedge fund launches
Several $500 million-plus to more than $1 billion hedge fund launches are on the horizon for the second half of this year and into 2026, helmed by chief investment officers and portfolio managers with pedigrees from firms including Citadel, Millennium Management, Viking Global Investors and Coatue Management. Full story in the link below.
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Biggest Hedge Funds Extend Gains In Chaotic First Half
The biggest hedge funds added to their gains in June, sailing through the first half of the year amid global market chaos sparked by President Donald Trump’s tariffs and the Israel-Iran war. Multistrats generally rode out the market swings that followed various US tariff announcements and pauses, keeping their losses to a minimum. And as markets settled, […]
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AQR’s Cliff Asness weighs in on machine learning, quant credit, problems with private markets for retail investors
AQR’s Cliff Asness on machine learning, quant credit and problems with private markets in retail. Full story in the link below.
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May in review: Stocks rebound, macro dispersion and equity quant remains top YTD
Hedge funds posted average gains of 2% in May, as the market rebound boosted equity players and managers added to their risk albeit cautiously given this year’s volatility. Alpha not beta remains the story of the year, with most strategies ahead of major equity benchmarks, according to New York research firm PivotalPath, even after the […]
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The Billionaire Odd Couple Whose Hedge Fund Is Killing It
The Wall Street Journal again using a PivotalPath index as context on one of the hedge fund sector’s most storied firms PivotalPath’s industry leading indices stem from the sector’s most representative coverage and a cast iron commitment to data integrity. While hedge fund database businesses sell funds’ private data to their direct peers, PivotalPath’s expert-led […]
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Hedge funds miss out on US equities rally but suffer smaller losses in volatile two days
Global equities long/short hedge funds missed out on most of Wednesday’s massive rally in U.S. stocks, triggered by President Donald Trump’s pause on some tariffs for 90 days, but managed to limit their losses during Thursday’s sell-off. The funds were up 0.98% on April 9, while the S&P 500 (.SPX), opens new tab index soared 9.5%, according to numbers compiled by […]
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Investors learned a painful lesson on portable alpha during the financial crisis. Why they’re now taking a second look.
Hedge fund investors are increasingly paying attention to a strategy that hit its zenith of popularity and assets nearly two decades ago before being badly battered during the global financial crisis: portable alpha. The Global Financial Crisis exposed significant weaknesses and the strategy took a beating. But is it getting a second chance? Jon Caplis […]