Greater transparency leads to better returns—whether you're dealing with the simplest fund strategies or the most complex.
Author: Andrea Gentilini
Examining the forces behind the challenging environment for fundamental equity long/short strategies, and how successful players can respond.
Rafet Eriskin seeks alpha wherever he can. Judging by his track record and the hedge fund portfolio at AP4, he knows exactly where to look.
Given the rise of ESG, how can investors harness the richness of data that's available, and make the data harmonious with their portfolios?
Investments that consider environmental, social, and corporate governance criteria are rising. This is accompanied by a major data challenge.
Aggregate alpha for the hedge fund industry has been missing since 2008. Thus, investors will need to dig deeper to find outperformance.