The Daily Shot 4/15/16: Global Macro Currents Apr15

Posted by & filed under Hedge Fund Marketing, The Daily Shot.

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Greetings, Let’s begin with China where we see further signs of economic improvement. 1. March industrial output, fixed asset investment, retail sales – all beat expectations. Stimulus starting to work? Source: Investing.com Source: Investing.com 2. China’s new loans rose to CNY 1.37 trillion, topping expectations. Credit is flowing. Here is a longer-term chart showing growth

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Asset Management Serial Entrepreneurship, Not as Easy Mar22

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

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The concept of two guys with a Bloomberg in garage starting a fund has long faded from reality to become a mere figment of our imagination. With increased barriers to entry resulting from emphasis on transparency, infrastructure, focus on reputational risk, the reality is very different today versus 10 years ago. Today, we see numerous new fund ideas being launched, with muted growth trajectory. What does the next generation of managers look like? And what is their path to success

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Money Manager Report Cards Mar15

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

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I was going through some old papers recently and, lo and behold, stumbled across my first grade report card. Since I’ve often struggled with authority figures, I opened it with some trepidation and discovered a few tidbits about the past. Much like many employers today, achieving a rating of “outstanding” was impossible by Mrs. Northem’s

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