What is the Best Portfolio Size for Value Investing? Jul14

Posted by & filed under Hedge Fund Assets, Hedge Fund Investors, Hedge Fund Performance, White Papers/ Thought Pieces.

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Many traditional value investors have concentrated portfolios of less than 50 names. Many index funds that tilt toward value factors have portfolios that consist of hundreds of names. This begs the question: what is the best portfolio size for value investing?

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Investing in Portfolios, Performance & People Jul14

Posted by & filed under Hedge Fund Assets, Hedge Fund Investors, Hedge Fund Marketing, Hedge Fund Performance, White Papers/ Thought Pieces.

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Meredith Jones recognizes that investors are laser focused on returns. With all the underfunding and under-saving and underperforming, of course returns matter. But they aren’t (or shouldn’t be) the only factor in the investment decision-making process

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And Nothing But The Truth Video(s) Jul9

Posted by & filed under Hedge Fund Assets, Hedge Fund Investors, Hedge Fund Marketing, Hedge Fund Performance, Video.

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If you’re curious about the truth behind hedge fund failures, correlations and performance, what it’s like to start a hedge fund, why all hedge fund managers are crooks (Hint: they aren’t), or why there’s no one-size-fits-all option in hedge fund fees, you can spend a good 35 minutes watching one of the following seven, short Hedge Fund Truth videos

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The Lyxor White Paper, Gabelli’s 4 New Picks (Video), and Beware The Friday Afternoon Scam Jul8

Posted by & filed under Hedge Fund Assets, Hedge Fund Marketing, Hedge Fund Performance, News.

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Hedged News: A new white paper from Lyxor Asset Management estimates hedge funds could deliver annual returns of 5-6% above the 3-month LIBOR rate, Mario Gabelli picks four new stocks, and a hedge fund is hit by the Friday Afternoon Scam to the tune of over a million dollars

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