Corte, Kosowski, and Rapanos recently measured the impact of an investor's conviction on the performance of their short book.
Author: Andrea Gentilini
The latest on our Novus Healthcare Specialist Portfolio, including industry trends affecting hedge funds—biotech, immunotherapy, and buyouts.
An update on our Novus 4C Indices as of the most recent quarterly filings. The 4Cs track the most significant hedge fund factors today.
Losses loom larger than gains, according to research. Novus tools help mitigate the costly heuristic traps that commonly arise when selling.
Wise investors spend time making decisions that generate returns. Not building internal portfolio management systems and reporting solutions.
To eliminate bias, investors must face the emotional pain of confronting their mistakes, and embrace technology as a partner in the journey.
Finance lags behind other industries when it comes to adopting technology. The exceptions who do embrace it, like AP4, have a serious edge.
Greater transparency leads to better returns—whether you're dealing with the simplest fund strategies or the most complex.
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.