BarclayHedge Blog

FAIRFIELD, Iowa, March 17, 2011– Managed futures gained 0.96% in February according to the Barclay CTA Index compiled by BarclayHedge.

“Geopolitical upheaval in the Middle East, rising commodity prices, and an on-going rally in equity markets were the main drivers of CTA returns in February,” says Sol Waksman, founder and president of BarclayHedge.

Read the entire Managed Futures Press Release by clicking here.

Labels: BarclayHedge press release, CTA

New York, NY – March 14, 2011 – TrimTabs Investment Research and BarclayHedge report that the hedge fund industry posted an estimated inflow of $2.9 billion (0.2% of assets) in January 2011, the sixth straight inflow.

“This inflow is very bullish for the industry because January typically delivers a heavy redemption related to year-end,” said Sol Waksman, founder and President of BarclayHedge. “Additionally, February is historically a strong month for new fund subscriptions, and our preliminary data suggests the industry took in as much as $10.0 billion last month.”

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

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

FAIRFIELD, Iowa, March 10, 2011– Hedge funds gained 1.18% in February according to the Barclay Hedge Fund Index compiled by BarclayHedge. The Index is up 1.65% year-to-date.

“In the face of Mideast political turmoil and rising commodity prices, the rally in developed market equity prices extended to a sixth consecutive month,” says Sol Waksman, founder and president of BarclayHedge.

Read the entire Hedge Fund Press Release by clicking here.

Labels: BarclayHedge press release, hedge funds

To see a complete list of 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 recent fund launches:

• AlgoMetrix Diversified Alpha I Futures


• Pardo Strategic Alpha Fund


• The Global Equity Alpha Fund

From the March 2011 issue of the BarclayHedge Insider Report. Accredited investors can subscribe to the full newsletter for free.

Labels: CTA, hedge funds, New Fund Launches

By Dermot Butler, Chairman of Custom House Global Funds Services Ltd.

The second in a series of three articles that discusses the EU ‘IF’ funds. In his paper, Dermot highlights the attractive features and distinctions of the Maltese PIF Fund.

Read the full study here.

Labels: Barclay Insider Report, Fund Administration Research Articles, hedge funds

Hedge funds had a positive month in January reflected by gains in fourteen of our eighteen indices. The average return for the 3,098 hedge funds (ex. FoFs) that have so far reported a January return is +0.47%. The estimates for February, 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 February.

Commodity Trading Advisor performance for January as measured by the Barclay CTA Index averaged -0.01%. February's estimate based on the performance of the Barclay BTOP50 Index is +0.38%.

Hedge Fund Indices Managed Futures Indices

From the March 2011 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

By Aaron Vermut, Ron Suber, and Patrick McCurdy of Merlin Securities

Merlin's latest white paper examines the hedge fund business model and aims to share the best practices among "green zone" hedge funds that are well positioned for sustainability across a variety of economic and market conditions.

Download the full article here.

From the March 2011 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, flows into hedge funds

By Ranjan Bhaduri, PhD, Chief Research Officer, AlphaMetrix Alternative Investment Advisors

In his paper, Bhaduri demonstrates that invoking an overlay/underlay of CTAs and hedge funds is better than investing in either CTAs and hedge funds alone. Different nuances of how to blend hedge funds with CTAs are explored.

Download the full article here.

From the March 2011 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, CTA, hedge funds

The topical study from the March 2011 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 fund managers have turned bearish on U.S. equities. About 40% of the 89 managers we surveyed in the past week are bearish on the S&P 500, up from 26% in January, while only 26% are bullish, down from 37%. Bullish sentiment less bearish sentiment is negative for the first time since November. Note that most respondents completed the survey on Tuesday, February 22 when the S&P 500 sank 2.1%.


• Historical data does not suggest that the three-month rally will lead to a correction. The Dow Jones posted 79 three-month win streaks in the past 74 years, and the index generally increased in the following months.


• Short interest data confirms the bearish turn in sentiment. NYSE short interest increased 2.8% (353 million shares) in the first half of February, the largest increase since August 2010. Short bets are concentrated in Consumer Discretionary and Materials, two of the most economically sensitive sectors. . .

Accredited investors can read the entire article for free.

From the March 2011 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, flows into hedge funds, Hedge Fund Flow Topical Study

New York, NY – March 7, 2011 – Hedge fund managers have turned bearish on U.S. equities, according to the TrimTabs/BarclayHedge Survey of Hedge Fund Managers for February. About 40% of the 89 hedge fund managers the firms surveyed in the past week are bearish on the S&P 500, up sharply from 26% in January, while only 26% are bullish, down from 37%.

“Bullish sentiment less bearish sentiment is negative for the first time since November,” said Sol Waksman, founder and President of BarclayHedge. Increased caution might owe in part to excellent recent performance. The Barclay Hedge Fund Index has posted a positive return for six straight months.”

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, hedge fund flows, hedge fund research, hedge funds