Hedge Funds Said One Thing. Their Portfolios Show Another.


CEO Jon Caplis recently spoke with Julie Segal ofInstitutional Investor to dig into hedge fund positioning over the past few months.

While many managers said they were long high-quality stocks, the data tells a different story – beta to quality (proxied via the Dow Jones U.S. Thematic Market Neutral Quality Index) dropped significantly between January and April.

Could this mean hedge fund managers are more bullish than they’ve been letting on?


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