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Managers Eye More Return Dispersion
CEO Jon Caplis weighs in on the positive implications of rising dispersion for hedge fund performance in 2020.
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Hedge Fund Launches & Liquidations – A More Accurate Picture
When it comes to hedge fund launches and closures, the right questions and the right data can tell a very different story.
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Hedge Closures Mount in Rough 2019
PivotalPath’s research tells a different story than the headline suggests.
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Pivotal Point of View – November 2019
In November, hedge funds were up across most strategies. Two indices in particular, Equity Diversified (+11.0%) and Equity Sector (+13.0%), crossed into double-digit returns for the year.
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Lack of Liquidity in Japan
A lack of liquidity lurks beneath the bullish case for investing in Japan. The question is, is this liquidity crunch temporary or structural?
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Singapore: The Next Hedge Fund Hub of Asia?
On a recent research trip, we learned firsthand how the 2019 Hong Kong protests could shape Singapore’s future as the next financial hub of Asia.
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It May Finally Be Hedge Funds’ Time to Shine
What happens when global macro stops looking like healthcare?
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Flight to Quality in Leveraged Loans
Hedge fund managers weigh in on whether the recent selloff in leveraged loans is an opportunity or cause for concern.
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Correlations Are Falling – Here’s What That Means for Manager Selection in 2020
What happens when correlations fall, and dispersion is on the rise?
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Ex-Citadel, Highland Managers Start Hedge Fund With $750 Million
PivotalPath’s Head of Research, Mark Doherty, talks hedge fund healthcare investing with Bloomberg’s Katia Porzecanski.