What Investors Will Ask During an Operational Due Diligence Exam Apr26

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

Shad

Michael V. Merrigan, Founder & Managing Member Shadmoor Advisors LLC contributes the following post. Shadmoor Advisors will be one of the specialists hosting a table at our Table Talks event in New York on May 2nd. As we approach the event we will be featuring white papers from our various specialists.   Beyond Valuation, Compliance &

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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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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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