The Return of Volatility, Just the Tip of the Iceberg? Mar16

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


The month of February was all about volatility. Within the first 6 trading days the SPX lost -8.60%, only to recoup 5.15% of the losses by month end. The record levels of short volatility positions in VIX related ETFs were forced to cover shorts as it spiked from an intra-day low of 12.50% on February 1st, to an intra-day high of 50.30% on February 6th, before closing at 19.85% on February 28th

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How the Final Tax Cuts and Job Act Will Impact Hedge Funds, Private Equity and Alternative Assets Jan18

Posted by & filed under Baker Tilly Tax Tips, Hedge Fund Performance.


The hedge fund, private equity and alternative asset industries will be impacted by a number of tax provisions from the final tax reform bill called the “Tax Cuts and Job Act” that was signed into law by the president on Dec. 22, 2017. Provisions will affect carried interest, general tax rates, compensation, like-kind exchanges and more. This article is intended to provide a high-level summary of some of the key provisions of the act

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