Hedge Fund Blogs From HedgeCo.Net

Category Archives: op ed

DITMo: What Is Missing From The Presidential Economic Debate?

29Sep16 The candidates have released their economic plans and the expected results of their fiscal policies are the subject of great debate and analysis. The choice of which plan will produce growth finds its distinction in tax policy. One model is presented as pay-as-you-go redistribution; the other, a supply-side solution to spur growth using tax incentives. The focus is on […]

DITMo: The Biggest Risk – Question To Bill Gross

  Just before the Brexit vote, Bloomberg invited fixed income subscribers to their sponsored Fixed Income Summit in Los Angeles where former PIMCO / current JANUS legendary bond magnate Bill Gross was interviewed on stage for about an hour.  Below is a link to the Q&A with Bill Gross.  None believed that Brexit posed a systematic risk and there were […]

DITMo: Why Risk Parity Hedge Funds are Return Parity Vehicles

  As hedge funds increasingly employ new approaches to asset allocation there has been a rise in the use of Risk Parity funds.  The vulnerability of Risk Parity funds is that they allocate by risk rather than by value. That is actually a bet on whether equities will outperform the return of additional risk adjusted asset class allocations utilizing leverage. […]

DITMo: A Venture Capitalist Juxtaposition of Presidential Candidates

  This is not a political article but a juxtaposition as a Venture Capitalist hiring a turn-around CEO for the United States of the 2016 Presidential Candidates. If we view the U.S. economy as a company that needs to be managed, we may breakdown the economic potential in terms of Products, Processes and People. Let us view the measurements of […]


The following article proposes the fed take action to prevent a yield curve inversion that is imminent causing a massive recession. Can monetary policy manipulating the yield curve fool the market into avoiding an otherwise determined recession? http://www.zerohedge.com/news/2016-08-30/if-fed-doesnt-restart-qe-yield-curve-inversion-economic-dislocation-imminent So in 2008 there was TARP to bail out banks (who followed government policy into the abyss) buying their bad mortgages forcing […]


As an asset manager having worked in almost every asset class from venture writing pitch books for securities offerings; to capital markets trading – equity, bonds and derivatives; to alternative classes such as private equity, hedge funds and real estate, it is easy to observe the interdependence and adverse consequences of government intervention in market pricing. The cause of most […]

Shifting Investment Priorities of High Net Worth Individuals

By David Drake The lackluster performance of major markets and the depressing outlook in the Eurozone and North America have made high net worth individuals (HNWIs) and their families rethink their investment strategies and priorities.   To counter the dip in traditional investment performance, those managing assets for HNWIs have looked to diversify their assets.  As a result, there is […]

Fashion and Bitcoins – Will Matthew Mellon II shape the future of the online currency?

By David Drake   In late 2014 we observed a truly unique phenomenon – the rise of bitcoins. It seems as if overnight the Chamber of Digital Commerce (CDC) skyrocketed its influence in the world of monetary assets. Matthew Taylor Mellon II was chosen to be the executive chairman of the committee and is expected to shape the future of […]

Private Equity: Real Returns, Real Risks

Private equity has quickly become a global industry.  In the past three decades, private equity has accounted for $2.6 trillion in total assets from all sectors and almost all regions of the world.   Private equity’s growth in both size and returns has attracted the interest of many new players, including family offices that represent high net worth individuals and […]

Brazil/Cayman Hedge Fund Co-Op: BTG Pactual

In the first merger of a licensed hedge fund using the recently-enacted Companies (Amendment) Law 2011 of the Cayman Islands, a merger between BTG Pactual Banking Limited into BTG Pactual S.A., gives BTG Pactual S.A., a Brazil domicile, even though the banking operations are now conducted through a Cayman branch of the same company. “The ability of our client to […]