Selective Leverage: Achieving Returns and Low Beta Sep22

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

stock

If you could purchase an apartment building today that produced a cash flow after all expenses of 8% a year, you might be pleased with your cash on cash return in the current interest rate environment. If you financed your property with a 50% mortgage which had an interest rate of 4%, you could purchase two apartments for the same equity

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The Current Market Environment: Where is the Risk? Sep15

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

climb

Markets have historically had psychological booms and busts since the beginning of time. The fear/greed syndrome will continue to drive investors into making emotional decisions at the wrong time. Human nature will remain the same. Mania has always gripped the markets from season to season. Gold, tulip bulbs, real estate, tech, oil. Bubbles tend to develop, and while “bubbles” can continue a lot longer than predicted, they will all come to a very unpleasant ending

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Alpha Opportunities in High Quality Corporate Bonds: Combining Agility with Portfolio Risk Management Jul14

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

fast-agile-biz-man

Today, being bigger is not necessarily better when focusing on investment grade corporate bond management, especially if you are expected to outperform the familiar bond indices. Being nimble, with a short-term focus combined with a small footprint can allow you to convert trading opportunities into significant alpha for investors

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Active Versus Passive Management May15

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

trader-looking-at-screen

Not to state the obvious but…beating the market is hard. Really hard! It seems that every financial publication has already emphasized how passive investing has won the race for assets and returns. The idea that investment managers cannot beat the index has become an investing truism; that the single best choice for most individual investors, wishing to gain market exposure, is simple low-cost indexing. In fact, legendary investor Warren Buffett advocated this very idea in his most recent annual newsletter

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