"I’m bullish on active management, but I think that you need a correction for people to remember why hedge funds exist in the first place."
Author: Stan Altshuller
Hedge funds influenced by Julian Robertson, including Coatue and Maverick, are exploring quantitative methods and systemic strategies.
How are Julian Robertson's protégés faring today? Market cap, overlap, position sizing, & popular names reveal insight into Cub performance.
The industry's ability to generate alpha has been scrutinized recently. Let's examine whether new trends indicate better days ahead.
FANG & FAANG stocks are all over the news right now, but are they popular with hedge funds? We'll explore in this article.
In this piece, we'll explore possible outcomes of hedge fund crowding under the lens of the classic logic problem, The Prisoner's Dilemma.
These days, investors are demanding more transparency into their investments. But what do they do with the data once they have it?
Any reader of Novus Research knows that crowding is on the rise, but why? Our Chief Research Officer offers one simple reason.
In this piece, fresh off the release of Q4 2016 HF ownership data, we dive into the latest hedge fund trends for institutional investors.
In this article, we'll take a close look at market timing and how to measure it for managers who provide limited transparency.