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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Swingers & The Art of Investor Communication Jun23

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

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While some managers react to slow moving capital-raising cycles by reducing or ceasing all communication (bad idea!), others move too far in the other direction, potentially killing (hopefully just figuratively) their prospects with emails, letters, calls, etc. But there is a happy medium for investor communication if you follow these simple guidelines.

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Understanding Investor Due Diligence Jan13

Posted by & filed under Hedge Fund Investors.

Guest white paper by Patrick J. McCurdy of Merlin Securities — The investor due diligence process has evolved with the growth of the hedge fund industry. What was once a short and rather perfunctory process has grown into one which today is highly quantitative and detailed. While there is no one-size-fits-all formula for investors, one

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CEO Lisa Vioni Contributes to Opalesque Article on Hedge Fund Marketing May6

Posted by & filed under Hedge Fund Marketing, Press.

Opalesque Exclusive: For hedge funds, longer due diligence periods can mean marketing through up and down performance cycles From Kirsten Bischoff, Opalesque New York: As the asset raising environment begins to ease, investors that are evaluating hedge fund managers for allocations have begun to place a much higher value on the quality of a manager’s

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