Hedge Funds Blogs and Articles
Hedge Funds Blogs and Articles
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EMAIL DIGESTS
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Every morning
Weekly
Tuesday recap
Funds of funds (FoFs) are witnessing a record surge in capital inflows for 2025‑2026, spanning hedge funds, private equity, private credit and hybrid alternatives. The revival is driven by heightened market volatility, lower correlations and the need for diversified, actively managed portfolios. Institutional investors now view FoFs as outsourced CIO platforms that provide centralized due diligence and portfolio‑level risk control. Technological advances in data analytics and real‑time risk modeling are transforming FoFs into dynamic allocation engines rather than passive wrappers.
Separately managed accounts (SMAs) and semi‑liquid funds are rapidly overtaking traditional blind‑pool structures as the preferred channels for private‑market allocations. SMAs provide institutional‑level transparency, tax efficiency and customizable risk profiles, while advances in reporting technology make them scalable beyond ultra‑wealthy...
In Episode 331 of Hedge Fund Tips, host Tom Hayes examines how trading volume can trigger sharp market moves, referencing the recent "Volume Opens the Floodgates" research. The discussion highlights that spikes in volume often precede sentiment shifts, creating entry...
A Finviz‑sourced heatmap reveals today’s capital allocations across U.S. equities, highlighting strong inflows into technology and renewable‑energy stocks while energy and financials lag. The visual shows green‑colored leaders posting double‑digit gains, contrasted with red zones where sectors such as utilities...
HeadStart Fund of Funds, managed by HeadStart Advisers, earned The Hedge Fund Journal Performance Award 2025 for highest absolute return over five years. Since 2020 the fund has delivered mid‑teens net returns, with three calendar years exceeding 20%, and has...
Citadel’s latest $1.25 billion bond sale highlights how mega‑funds are turning into capital‑market issuers. The firm posted $5.3 billion in gains but still carries heavy "sticky" compensation costs that act as a strategic weapon. Scale gives Citadel access to cheap financing while...
The article evaluates quantum technology as an emerging alternative asset, emphasizing public‑market exposure over private‑equity deals. It notes that pure‑play quantum stocks such as D‑Wave, Rigetti, IonQ and Quantum Computing Inc. exhibit high volatility and limited near‑term cash flows, while...
China’s latest five‑year plan emphasizes a shift from property‑driven growth to technology, targeting near‑5 % GDP expansion in 2026 and projecting tech to account for 18.3 % of output by 2026. The renminbi has appreciated past the 7.0 per dollar mark, indicating reduced central‑bank...
Sissener Canopus delivered a 22.8% gain in 2025, its strongest performance in over a decade and the second‑best year since inception, and added 3.6% in January 2026. The fund’s flexible long/short equity mandate and thematic focus on AI and “Power...
The State Pension Fund of Finland (VER) generated an 11.3% return on its €1 billion hedge‑fund allocation in 2025, up from 10.9% in 2024. The outperformance was driven primarily by Asia‑focused and event‑driven managers, while CTA strategies lagged but still posted...
Nordic hedge funds continued strong momentum into 2026, with the Nordic Hedge Index gaining 1.0% in January after an 8.0% return in 2025. Performance was highly dispersed; long/short equity managers ranged from -14% to +15%, while systematic CTA, macro, and...
Chenavari Investment Managers hit a $6 billion assets‑under‑management milestone in September 2025, eighteen years after its 2008 launch. The firm offers a full‑spectrum alternative fixed‑income platform, ranging from daily‑liquidity UCITS funds to semi‑liquid hybrid vehicles, listed credit trusts, CLO issuance and private‑credit...
Colosseum Global Alpha entered 2026 with a modest 12% net exposure, a level that usually limits market sensitivity. In January the fund slumped 14.2%, driven primarily by short positions that were caught in extreme price swings. Shares of SanDisk and...
Per‑Olof Nilsson, co‑founder of PriorNilsson Fonder, has resumed his role as lead portfolio manager of the low‑risk hedge fund PriorNilsson Yield, a position he held from the fund’s launch in 2002 until August 2025. The transition does not alter the...
Emerging‑market equities delivered more than a 10% outperformance versus developed markets in 2025, sparking renewed investor interest. Swiss‑based RAM Active Investments has built a €1 billion systematic strategy that targets broad factor exposure while managing liquidity, governance and concentration risks. The...
Tetsuya Kudo, a seasoned Japanese broker, announced the shutdown of his Singapore‑based hedge fund and its parent firm Yamawa Asset Management. The fund, launched in 2018, catered to high‑net‑worth Asian investors with discretionary equity strategies. Kudo’s decision follows a period...
Hikaru Teramoto, a former portfolio manager at Lighthouse Investment Partners' Penglai Peak, has founded Kizuna Investment in Singapore. The firm will employ a hybrid Japan‑centric long/short equity and ECM strategy, supplemented by non‑Japan research to capture global thematic trends such...
Rhenman & Partners has appointed Kjell Norling, former CEO of PP Pension, to its board of directors. Norling brings 12 years of experience leading an institutional investor and a strong background in fund distribution. The boutique manages the €646 million Rhenman...
