BarclayHedge Blog

FAIRFIELD, Iowa, April 15, 2010– Managed futures gained 1.17% in March according to the Barclay CTA Index compiled by BarclayHedge.

“Managers were able to build on February’s gains as previously established positions in commodities, currencies and equities continued to generate profits,” says Sol Waksman, founder and president of BarclayHedge.

Read the entire Managed Futures Press Release by clicking here.

Labels: BarclayHedge press release, managed futures

FAIRFIELD, Iowa, April 14, 2010– Hedge funds gained 3.08% in March according to the Barclay Hedge Fund Index compiled by BarclayHedge.

“Global stock indices reached new highs for the year as economic data continued to suggest that a recovery is underway,” says Sol Waksman, founder and president of BarclayHedge.

Read the entire Hedge Fund Press Release by clicking here.

Labels: BarclayHedge press release, hedge fund flows, hedge funds

BarclayHedge is now posting new fund launches on our website. Check back often, as we’ll be updating this information daily. To see the latest hedge funds, fund of funds and CTAs that have launched recently or will be launching soon click here. Fund Managers who would like to see their new fund listed on Barclay’s website and featured in the next Insider Report, can submit new fund launch press releases directly to rmiller@barclayhedge.com. Below is a list of the latest fund launches:

• Blackheath Futures Fund LP


• CAM Distressed/Credit Opportunities Fund


• Clinamen Volatility Arbitrage


• Darewind Commodities Strategy


• Salus Alpha RN Special Situations

From the April 2010 issue of Barclay's Insider Report. Accredited investors can subscribe to the full newsletter for free.

Labels: CTA, hedge funds, New Fund Launches

Check back each month to read the latest article related to hedge fund administration, long term trends, basic fundamental situations or some other topical study written by Dermot Butler of Custom House Global Fund Services Ltd.

In this most recent article, Butler explains what ‘administration’ means in the context of Alternative Investments – hedge funds, funds of funds, and CTAs.

Read the full study here.

Labels: Barclay Insider Report, commodity trading advisor, CTA, flows into hedge funds, Fund Administration Research Articles, funds of hedge funds, Hedge Fund Administration, hedge fund research

This month’s paper provides some basic guidelines that investors should take into account when reviewing a fund’s legal documentation.

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.

Labels: cta due diligence, due diligence, hedge fund due diligence, hedge fund risk, hedge fund risk analysis

By Greg N. Gregoriou, SUNY College at Plattsburgh - School of Business and Economics, François-Serge Lhabitant, Kedge Capital Fund Management & EDHEC Business School, and Fabrice Douglas Rouah, McGill University - Faculty of Management

Their paper attempts to determine whether exchange-listed hedge funds experience longer lifetimes than non-listed funds, even after factors known to affect survival, such as size and performance, are considered.

Download the full article here.

From the April 2010 issue of Barclay's Insider Report. Accredited investors can subscribe to the full newsletter for free.

Labels: Barclay Insider Report, Barclay Insider Report Guest Article

Hedge funds had a positive month in February reflected by gains in fifteen of our eighteen indices. The average return for the 2,750 hedge funds (ex. FoFs) that have so far reported a February return is +0.76%. The estimates for March, 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, 17 of 18 hedge fund sectors are showing positive returns for March.

Commodity Trading Advisor performance for February as measured by the Barclay CTA Index averaged +0.10%. March's estimate based on the performance of the Barclay BTOP50 Index is +1.92%.

Hedge Fund Indices Managed Futures Indices

From the April 2010 issue of Barclay's Insider Report. Accredited investors can subscribe to the full newsletter for free.

Labels: Barclay Insider Report, commodity trading advisor, hedge fund performance

New York, NY – April 12, 2010 – TrimTabs Investment Research and BarclayHedge reported that the hedge fund industry posted an estimated inflow of $16.6 billion, or 1.1% of assets, in February 2010.  Hedge funds showed a positive return in each of the past 12 months, and industry assets stand at a 16-month high of $1.5 trillion.

“Hedge funds sport a stellar win streak, and the average fund outperformed the S&P 500 last year,” said Sol Waksman, founder and president of BarclayHedge.  “Money is chasing performance.”

Distressed securities funds posted the biggest inflow (4.2% of assets) in February.  Emerging markets funds lost money (0.1% of assets) for a second straight month, despite returning 65.6% in the past year.  Funds of hedge funds continued to perform poorly.

Read the entire TrimTabs Asset Flows into Hedge Funds Press Release by clicking here.

Labels: BarclayHedge press release, CTA, flows into CTAs, flows into hedge funds, FoF, funds of hedge funds, hedge fund flows, hedge fund performance, hedge fund research, hedge funds, managed futures

Opinion Letter from Leading Securities Law Firm Supports Propriety
of BarclayHedge TV as Effective New Tool for Fund Managers
to Present Essential Information

FAIRFIELD, IA – April 12, 2010 – BarclayHedge, Ltd., one of the oldest and most respected global providers of alternative investment data and services, today announced the launch of BarclayHedge TV – a web-based capability that, for the first time in the alternative investment industry, will allow its registered managers of hedge funds, fund of funds and managed futures funds to create and make available videotaped presentations online for current and prospective investors.

BarclayHedge, which had begun accepting applications for its new BarclayHedge TV service, will arrange and oversee all aspects of its new video service, from scripting assistance to professional videotaping & editing to online hosting and updating.

In the highly regulated alternative investment industry, fund managers must adhere to stringent regulatory requirements regarding fund marketing, advertising and general solicitation, and historically those managers have been reluctant to seek new ways to communicate with investors. To address those concerns, BarclayHedge has secured an Opinion Letter from Drinker Biddle & Reath LLP – one of the nation’s most highly regarded law firms – supporting the compliance of BarclayHedge TV as it pertains to various sections of the Securities Act of 1933, the Investment Company Act of 1940, the Investment Advisers Act of 1940 and the Securities Exchange Act of 1934.

According to Sol Waksman, founder and President of BarclayHedge, Ltd., “Our listed fund managers can now, with the support of their in-house compliance officers, use our new BarclayHedge TV capability to explain their underlying value proposition and key fund features to thousands of qualified investors, and in doing so, distinguish their fund from its competitors. We believe this is an opportunity for funds to provide a higher level of transparency and interest among prospective institutional and high net worth investors. We think regulators and investors alike will welcome a tool that allows them to see, hear and evaluate the people and the thinking that drives various alternative investment strategies.” Mr. Waksman noted that industry research shows that investment decisions are rarely made on data alone, and that investors are influenced by insights into how a fund is designed and managed, which is an underlying purpose of BarclayHedge TV.

Read the entire Press Release by clicking here.

Labels: BarclayHedge press release, BarclayHedge TV, commodity trading advisor, CTA, funds of hedge funds, hedge fund performance, hedge fund research, hedge funds, managed futures

The topical study from the April 2010 issue of The Hedge Fund Flow Report. Gain insight into industry trends and hedge fund asset flows before you make your next important decision.

The hedge fund industry has gone global. The U.S. share of funds in the BarclayHedge database dropped to 60% in February 2010 from 71% in February 2000. The 2008 crisis halted the steady ascent of London as a choice for fund listings. Funds based in Britain posted much larger redemptions than their American counterparts.

Hedge fund returns were largest in Canada (268%) and China (266%) in the past decade, while returns were the worst in Japan and Switzerland. Levels of risk explain differences in geographic returns. The Sharpe ratio of hedge fund returns is close to one in most regions. U.S. funds have a relatively high Sharpe ratio because of their low volatility.

Flows seem to follow returns fairly quickly. Funds based in Canada posted the largest inflow as a percentage of assets (234%) in the past 10 years. Hedge fund flows were highly correlated between all regions, suggesting the industry is globally integrated.

Read more . . . .

Accredited investors can read the entire article for free.

From the April 2010 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.

Labels: CTA, Hedge Fund Flow Topical Study, hedge funds