Practical analysis for investment professionals

hedge funds


Book Review: Efficiently Inefficient

The author provides a thorough guide to the key trading strategies used by hedge funds and offers an overview of active management. He also explains such diverse approaches as quantitative, macro, dedicated short bias, and many more.

Top Five Articles from March: Cover Letters, Hedge Funds, Active Equity

Julia VanDeren shares some insights on giving presentations and writing cover letters; Ben Carlson, CFA, discusses how to determine which hedge funds to invest in; Mark Harrison, CFA, curates the best content on smart beta and factor investing; and C. Thomas Howard and Jason Voss, CFA, offer some advice on how to revive active equity, in the top Enterprising Investor Posts from March.

The Golden Age of Hedge Funds

How many of the hedge funds out there are actually worth investing in? Ben Carlson, CFA, explores the question.

Weekend Reads for Investors: Happy New Year Edition

Jason Voss, CFA, shares his curated list of Weekend Reads for Investors. Featured stories explore the fake news epidemic, peer into one of the world's most successful and secretive hedge funds, and estimate the daily operating costs of the Death Star.

Book Review: Hedge Fund Investing

This introduction to hedge funds is also an instructive work of financial history. It discusses hedge funds in relation to other assets and describes specific hedge fund strategies in detail. It also delves into the nitty-gritty of hedge fund operations. Practical rather than theoretical, the book contains worked examples. And a companion website provides practice questions and guideline answers.

Turning Points: Janet Yellen vs. the World

The US Federal Reserve has offered conflicting messages on interest rates ahead of the Federal Open Market Committee (FOMC) meeting next week. Ron Rimkus, CFA, tries to make sense of the noise and offers a wrap-up of other key issues affecting global markets for fundamental investors.

Top Five Articles from June: Brexit, Damodaran, and Dumb Alpha

Standout stories from the last month include the latest entry in the Alpha Wounds series by Jason Voss, CFA, in which he analyzes the lack of independent judgment among active managers; Matthew Borin's examination of the recent Brexit vote and its fallout; and Ron Surz's piece explaining how successful advisers are like successful waiters.

Dumb Alpha: How to Build an Above Average Hedge Fund

Joachim Klement, CFA, demonstrates a method for beating average hedge fund returns — without the fees. It's the best dumb alpha can offer: a simple, low-cost investment strategy that outperforms more sophisticated and expensive alternatives.

Top Five Articles from May: Helicopter Money and the Earnings Avalanche

In the leading Enterprising Investor posts from May, Mark Harrison, CFA, imagines a world without the insight of the late Jack L. Treynor; Sameer S. Somal, CFA, considers the intangibles of having your own firm; and Scott Krisiloff, CFA, plows through the recent avalanche of earnings reports for a sense of the consensus C-suite view on the economy.

Book Review: Wall Street Potholes

The author, together with four other expert money managers, addresses a range of investment topics that pose special dangers to investors, including nontrading REITs, yield dependence, structured notes, hedge funds, Wall Street inefficiency, mutual fund fees, annuities, brokers and fiduciaries, and the future for investors.



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