Monday, September 21, 2009

 

Managed Futures Gain in August; Barclay CTA Index Rises 0.41%

FAIRFIELD, Iowa, September 21, 2009– Managed futures gained 0.41% in August according to the Barclay CTA Index compiled by BarclayHedge.


“Investor optimism remained high in August as the rally in equity markets extended to six consecutive months,” says Sol Waksman, founder and president of BarclayHedge.

Read the entire Hedge Fund Press Release by clicking here.

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Tuesday, September 15, 2009

 

Stock Market Lifts Hedge Fund Returns; Barclay Hedge Fund Index up 2.06% in August

FAIRFIELD, Iowa, September 15, 2009– Hedge funds rose 2.06% in August according to the Barclay Hedge Fund Index compiled by BarclayHedge.

“After recording six straight months of positive returns, the Barclay Hedge Fund Index has now gained 16.48 percent in 2009, versus a gain of 14.97% for the S&P 500 Total Return Index,” says Sol Waksman, founder and president of BarclayHedge.


Read the entire Hedge Fund Press Release by clicking here.

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Friday, September 11, 2009

 

Drawing the Right Conclusions: Deriving Risks from Cross-Checks and Independent Sources

Check back each month to read the latest proprietary study addressing issues in due diligence and risk analysis.

This study explores sources of fraud and theft risk; discusses how these risks can be identified and what measures can be taken to mitigate the issues.

Read the full study here.


Hedge Fund Due Diligence Reports

BarclayHedge and SwissAnalytics have teamed up to offer hedge fund and CTA due diligence. As a BarclayHedge member receive an exclusive 10% discount on your first Hedge Fund Due Diligence Report from SwissAnalytics.

SwissAnalytics offers a comprehensive approach to systematically score each fund on more than 140 qualitative risk factors. SwissAnalytics researchers conduct full-service due diligence on the entire range of hedge fund and CTA strategies and managers located anywhere in the world in a timely and cost-effective manner.

To download a sample Due Diligence Report, simply fill out this short request form.

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Applying a Global Optimization Algorithm to Fund of Hedge Funds Portfolio Optimization

By B. Minsky, International Asset Management Ltd, M. Obradovic, School of Mathematical and Physical Sciences, Sussex University, Q. Tang, School of Mathematical and Physical Sciences, Sussex University, and R. Thapar, International Asset Management Ltd

In their paper they evaluate the value of global search optimization algorithms applied to fund of hedge fund portfolios.

Download the full article here.

From the September 2009 issue of Barclay's Insider Report. Accredited investors can subscribe to the full newsletter for free.

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July Hedge Fund and CTA Performance

Hedge funds had a positive month in July reflected by gains in sixteen of our eighteen indices. The average return for the 2,583 hedge funds (ex. FoFs) that have so far reported a July return is +2.81%. The estimates for August, along with the number of funds reporting for each of our 18 sectors can be found at the link below. These indices are being continually updated as current returns for the underlying hedge funds are recorded into our system. As of this writing, 16 of 18 hedge fund sectors are showing positive returns for August.

Commodity Trading Advisor performance for July as measured by the Barclay CTA Index averaged -0.23%. August's estimate based on the performance of the Barclay BTOP50 Index is +0.21%.

Hedge Fund Indices Managed Futures Indices

From the September 2009 issue of Barclay's Insider Report. Accredited investors can subscribe to the full newsletter for free.

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Last Year’s Biggest Losers Outperform Dramatically This Year

The topical study from the September 2009 issue of The Hedge Fund Flow Report. Gain insight into industry trends and hedge fund asset flows before you make your next important decision.


Hedge funds posted their best seven month performance in our records, gaining 16.3% through July 2009. On average, the hedge fund industry stands only 11% below its May 2008 peak.

Were these gains widely spread across all hedge funds, or did last year’s losers rebound more sharply than the funds which avoided the sell-off? How much of this year’s gains can be attributed to risk-taking?

In this study, we found that . . . .

Accredited investors can read the entire article for free.


From the September 2009 issue of The Hedge Fund Flow Report. The Hedge Fund Flow Report combines the accuracy of the BarclayHedge database with the analytical insight of TrimTabs Investment Research. The report is generated by TrimTabs Investment Research using the most current data on thousands of hedge funds. An annual subscription includes 12 monthly updates as well as a spreadsheet containing historical flow aggregates by category.

To download a free sample of the entire TrimTabs Hedge Fund Flow Report, simply fill out this short request form.

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