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Power25: Hedge Fund Allocator Ranking 2024 – PivotalPath Selected as a Top non-allocator, based on our influence and reputation
PivotalPath, the New York-based hedge fund research business, works with global allocator clients which are cumulatively responsible for hedge fund investments in excess of $450bn. That makes it one of three non-managers on the list for their influence. Taking an expert-led and data-centric approach — founder Jon Caplis worked for several top hedge funds before […]
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Four in five hedge funds profit from ‘Trump Bump’
PivotalPath’s main hedge fund indices all notched positive gains in November, as managers across all strategy types profited from the post-election “Trump Bump” that saw U.S. stocks and the dollar soar. PivotalPath’s main industry-wide Hedge Fund Composite index rose 2.1% last month to drive year-to-date returns into double-digit territory, at 10.7%.
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Hedge Fund Industry Trends In Q4 & Capturing The New Manager Landscape
PivotalPath’s quarterly webinars bring together the best in hedge fund data, with the most influential industry voices.
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Hedge Funds Wait to See If Trump Campaign Vows Become Realities
Hedge funds navigated through a volatile stock market to post strong returns in 2024. But they’re on edge heading into 2025 as uncertainty swirls around President-elect Donald Trump’s policies. As investments, hedge funds are as much about protection as returns. During Trump’s first term, they outperformed the market in just one year, 2018, when the S&P 500 […]
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Pivotal Point of View – December 2024
Hedge funds enjoyed a positive November, following October’s flat month, with the PivotalPath Hedge Fund Composite Index up 2.1%.
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Stick with a ‘pod-shop’ or fly solo? The trader’s dilemma
Consistent performance in the higher rate environment of coming years will determine which firms succeed in the space as excess returns become core to LP decision-making. “A higher risk-free rate changes the dynamic and requirement for investor expectations,” said Jon Caplis of industry research firm PivotalPath.
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Hedge Fund Paloma Partners Offers IOUs to Fleeing Investors
As hedge funds enjoy another strong year of performance, it’s not a surprise that some hedge funds aren’t able to keep pace. As Peter Rudegeair notes for The Wall Street Journal, this may be most pertinent for Paloma Partners. While PivotalPath never comments or shares data on an individual firm’s performance, it’s worth noting that […]
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Biggest Hedge Funds Make the Most of the Trump Trade in November
The world’s biggest hedge funds made the most of trading opportunities sparked by Donald Trump’s reelection last month, keeping the industry on track to post its strongest returns in at least four years. One benchmark index from PivotalPath that tracks 70 multistrategy hedge funds had already been on track to notch its best year since 2020.
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Fund manager Bessent scores double on Trump victory
As a money manager, Scott Bessent’s years of inconsistent performance have contributed to a nearly 90% decline in his hedge fund’s assets. Now, with other business lines expanding, he has scored on perhaps his biggest bet yet: President-elect Donald Trump. Click below to read how the fund performed vs the PivotalPath Index.
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Pivotal Point of View – November 2024
Despite October’s volatility, hedge funds did a credible job of besting the wider markets over a challenging month, with the PivotalPath Hedge Fund Composite Index flat at 0.1%.