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Pivotal Point of View – March 2025
Tariffs unnerved markets, managers took a bearish tilt, while allocators maintained their strong interest in fresh hedge fund investments.
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Hedge funds dodge January downside as ‘underlying fear’ stalks markets
A number of strategies navigated the DeepSeek turmoil and tariff threats rather well. Avoiding the downside and making the most of the upside as markets returned to normal. The PivotalPath Composite Index was up 1.5% in January, while most other indices also generated positive returns. Highlights included the PivotalPath Equity Sector: Technology/Media/Telecom Index, as well […]
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Pivotal Point of View – February 2025
January’s DeepSeek and US tariff broadsides were largely dodged by managers over a rollercoaster month. The PivotalPath Hedge Fund Composite Index ended January up 1.5%, while the rest of our main indices also generated positive returns.
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Hedge funds posted double-digit returns in 2024. Will investors allocate more?
When analyzing hedge fund performance, the right context matters. This week Pensions & Investments cited PivotalPath’s highly accurate hashtag#hedgefund indices, while posing the question, will 2025 see increased allocations after a vintage year of returns? PivotalPath believes 2025’s positive flows will be built on the outperformance of 2024. The PivotalPath Composite Index was up 10.7% […]
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Podcast Spotlight: Hedge Fund Performance and 2025 Trends on Alternative Fund Insight
How will 2025 shape the future of hedge funds? In this episode of the Alternative Fund Insight podcast, PivotalPath Founder and CEO Jon Caplis sits down with Richard Quigley of Goldman Sachs Asset Management to reflect on 2024’s performance and explore the trends set to define the year ahead.
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Pivotal Point of View – January 2025
Hedge funds rode December’s volatility well, with the PivotalPath Hedge Fund Composite Index up 0.3% across the month.
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The Year That Hedge Funds Got Their Mojo Back
Hedge funds are having a moment. Will it last? In a year when everything seemed to go up, the industry generated some of its strongest, and most consistent, returns in a decade. The big question for investors: Was 2024 a turning point, or will the recent trend of so-so—and sometimes dismal—returns quickly reassert itself? On average, […]
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Quality not quantity propels new hedge fund launch market
What to make of the hedge fund launch market in 2024? Headline numbers have been mixed, with Preqin noting the lowest number of launches since 2000. But net new launch numbers are in positive territory for the second year running, according to HFR. “The trend of platforms allocating to external funds, often straight after they […]
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Podcast Spotlight: Addressing the Flaws in Hedge Fund Benchmarks
On In Conversation with Julie Segal, episode 10, we discuss the origins of these data gaps, their impact on the industry, and how recent research is driving change. Tune in to explore why resolving this issue is more urgent than ever and what it could mean for the future of hedge fund investing.
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Hedge funds score double-digit returns in 2024
Some of the world’s largest hedge funds finished 2024 with comfortable double-digit returns, benefiting from chaotic markets, central bank policy changes and a tight U.S. presidential election race. Hedge funds in 2024 averaged a 10.7% return in the year through November, according to PivotalPath, versus 5.7% in the same period in 2023. But some portfolio managers scored gains above […]
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