Tag Archives: mutual funds


AQR Capital in Greenwich offers new mutual funds

Greenwich Time – With a new regulatory regime hanging over the industry’s head and a field of shellshocked investors looking for safety, it may seem that hedge fund managers are poised to make a rush into the mutual fund arena. […]

Can hedge funds be synthetically replicated?

Morningstar – A new breed of clone funds seeks to capture "alternative beta." It wasn’t long ago that hedge funds were on the very cutting edge of finance. Their pitch was simple: they could deliver pure alpha , rather than […]

UPDATE: Bahamas/UK Hedge Funds Settle With SEC on Late Trading Scheme

UPDATE: HedgeCo.net (West Palm Beach) – Najy N. Nasser, Chief Investment Officer of the Bahamas/UK based hedge funds, Headstart Advisers Limited (HAL) and Headstart Fund, has agreed with the SEC to pay $17.8 million in a settlement regarding a 2003 […]

UK fund manager settles US market-timing case

Houston Chronicle – A London-based hedge fund manager and its chief investment officer have agreed to a nearly $18 million settlement resolving U.S. regulators’ allegations that one of its funds defrauded U.S. mutual funds and investors through trading practices such […]

Bull Path Converts Hedge Fund Into Long Short Mutual Fund

West Palm Beach (HedgeCo.net) – Bull Path Capital Management recently announced the conversion of one of its long-short hedge funds into a long-short equity mutual fund the ‘Bull Path Long Short Fund’ (BPFCX). The newly launched mutual fund ranks #1 […]

FBAR’s Due For U.S. Investors in Offshore Hedge Funds

West Palm Beach (HedgeCo.net) – On June 12, three IRS personnel participated in a teleconference designed to address open questions regarding the Report of Foreign Bank and Financial Accounts (FBARs) for calendar year 2008 that must be filed by June […]

Obama readies stricter rules on financial institutions

Detroit News – President Barack Obama is ready to roll out an overhaul of the intricate rules and systems that govern America’s troubled financial institutions, proposing the most ambitious revision since the Great Depression. The goal is to prevent a […]

Could hedge funds be the Holy Grail for weary investors?

Herald Tribune – Investors are always searching for the "Holy Grail" of investing; that is, investments with high returns, low risk and little correlation to the returns of the broad stock and bond markets. Some investors believe that they have […]

Flood of ETFs promising hedge fund-style returns

Reuters – Money managers are flooding the market with exchange-traded funds (ETF) and mutual funds designed to give even the smallest of investors access to hedge fund returns without all the usual restrictions or hefty fees. IndexIQ Advisors, a start-up […]

Funds in turf war

Stuff – Mauled by the carnage on Wall Street, mutual funds are copying hedge fund strategies in an effort to regain some of the shine they have lost this decade. Many investors have been burned investing in a single asset […]

Mutual funds copy hedge fund strategies in turf war

Reuters UK – Mauled by the carnage on Wall Street, mutual funds are copying hedge fund strategies in an effort to regain some of the shine they have lost this decade. Many investors have been burned investing in a single […]

Hedge fund titan plans to launch new mutual funds at AQR

Wealth Bulletin – AQR Capital Management intends to launch a line-up of mutual funds next month that will use a hedge-fund strategy developed in 1989 by founder Clifford Asness as a doctoral student in finance at the University of Chicago, […]