BarclayHedge Blog: TrimTabs/BarclayHedge Survey of Hedge Fund Managers

Tuesday, March 6, 2012

TrimTabs/BarclayHedge Survey of Hedge Fund Managers - February 2012 Survey

The topical study from the March 2012 issue of The Hedge Fund Flow Report. Gain insight into industry trends and hedge fund asset flows before you make your next important decision.

A plurality of the 105 hedge fund managers we surveyed remain bullish on US equities. Bullish sentiment on the S&P 500 dipped to 40.0% in February 2012, the fourth highest reading since January 2011, from 45.4% in January 2012. Bearish sentiment rose to 30.5%, the highest reading since November 2011, from 25.0% in January. Managers have been markedly bullish in six of the past 16 months.
We wanted to see if managers’ bullish sentiment squared with their outlook for economic growth in 2012, so we asked: What will be the US GDP growth in 2012? Over 45% of managers replied that they think it will be somewhere between 2% and 3%, while close to 40% thought it would be somewhere between 1% and 2%. . .

Accredited investors can read the entire article for free. From the March 2012 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 CTAs, flows into hedge funds, Hedge Fund Flow Topical Study, hedge funds