Insights

Not so long ago, we wrote a piece explaining Portable Alpha and how attractive it can seem: you take a solid alpha source (hedge fund, alternative strategy, etc.) and “port” it onto a cheap beta exposure (futures on equities, bonds, or ...

In our previous blog post, we introduced Credit Risk Transfer (CRT) transactions, also known as Significant Risk Transfer (SRT) transactions. Both terms—CRT and SRT—are often used interchangeably within the financial industry, so for ...

When investors commit to a hedge fund with an extended lockup, it might seem like a small price to pay in pursuit of exceptional returns. After all, strong managers often say, “Trust us; we need the time and stability to execute our ...

Index arbitrage is one of those market strategies that operate in the background, quietly profiting from market mechanics that many investors barely notice. Yet, for those who understand it, it’s a powerful way to capitalize on predictable ...

The landscape of hedge fund investing has undergone a profound transformation over the past two decades. What began as a relatively straightforward fund-of-funds model has evolved through separately managed accounts (SMAs) and now into ...

In our previous post, Strategic Asset Allocation: 6 Practical Frameworks for Better Decisions, we explored different methodologies that guide long-term asset allocation. While each approach has its merits, the reality is that most ...

In our previous blog post, we explored the core drivers of hedge fund performance—traditional factors like past returns, strategy choices, and market exposures. But what if some of the most intriguing predictors of hedge fund success have ...

Hedge funds are often regarded as a secretive corner of the investment world—an exclusive realm of specialized strategies, big wins, and, at times, bigger risks. Yet, recent research—particularly studies published after 2008—has shed light ...

Could a Single Oversight Destroy an Entire Investment Strategy? That may sound dramatic—but history has shown that a single operational failure can unravel even the most prestigious financial institutions. From world-renowned banks to ...