Category Archives: Opinion
Private Markets Poised for Growth despite Fundraising Hurdles
(HedgeCo.Net) Despite some headwinds, the private markets sector remains a focal point for capital and strategic planning. According to the latest annual survey by McKinsey, the global private markets industry is “braced for shifting weather” but remains resilient and evolving. McKinsey […]
Preqin Forecasts $32 Trillion in Private-Market Assets by 2030
(HedgeCo.Net) Global alternative assets under management could hit $32 trillion by 2030, according to new projections from Preqinand BlackRock, signaling that private markets are moving from niche to mainstream. The report, Private Markets in 2030, cites declining interest rates, investor demand for diversification, and […]
Ken Griffin Asserts: GenAI Isn’t a Silver Bullet for Hedge Fund Alpha
(HedgeCo.Net) In a recent public comment, Ken Griffin — founder of Citadel — weighed in on the role of generative AI in hedge fund performance, cautioning that GenAI is not a reliable source of alpha on its own. BloombergGriffin’s stance is […]
Even Acts Of Philanthropy By Hedge Fund Managers Criticifed
New York (HedgeCoVest.Com) Hedge fund manager John Paulson made news earlier this week when he pledged a record donation of $400 million to Harvard’s engineering school. In most cases such a donation would be hailed as a wonderful gesture, but […]
Manager Profile And Insights: Charlie Frumberg, Emancipation Management
New York (HedgeCoVest.Com) – Emancipation Management, LLC is an SEC registered New York based investment manager, formed in June 2003. The company has a 10 year track record of identifying public companies within the technology sector that possess valuable franchises […]
Manager Profile and Insights: Robert Moore, CMJ Value Holdings
New York, HedgeCo.Net – CMJ Value Holdings was founded in Chicago in 2001 and has over $40 million in assets under management at this time. The company uses an equity long/short approach with slight bias toward the long side. Robert […]
AOI Hedge Fund Principles/Guidlines
New York (HedgeCo.Net) – The Alignment of Investments Association (AOI) on Tuesday released the latest version of its hedge fund best practices guidelines. While it’s unclear whether all of these proposed measures will take hold in the industry, one this […]
Pension Funds Are Increasing Hedge Fund Holdings
New York (HedgeCo.Net) – U.S. financial group State Street recently published a study finding that, despite Calpers recent divestment from hedge funds, 77% of pension funds expect their appetite for alternative investments such as hedge funds and private equity funds […]
In Defense of Carried Interest Tax Treatment
New York (HedgeCo.Net) -By Andrew Lerner, Managing Partner, IA Capital Group. Private equity professionals, venture capitalists, real estate investors and hedge fund managers share in the appreciation of the assets they manage, in the form of carried interest. Controversially, carried interest […]
Survey: 81% Of Endowments & Foundations Planning Hedge Fund Allocations In 2014
New York (HedgeCo.Net) – Boston-based investment consulting firm’s NEPC’s Q1 survey, which measures endowment and foundation confidence and sentiment related to the economy, investing and market performance, has released its results. 81% of E&Fs indicated they are planning to allocate the […]
