Press & Media
-
Hedge Closures Mount in Rough 2019
PivotalPath’s research tells a different story than the headline suggests.
-
It May Finally Be Hedge Funds’ Time to Shine
What happens when global macro stops looking like healthcare?
-
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.
-
For hedge funds, software-as-a-service stocks are the new FAANG
It wasn’t that long ago that FAANG stocks were leading the market forward, and then pulling it right back into reverse. Investors worried that their performance was distorting expectations for typical S&P 500 companies.
-
Trend-following Bond Traders get Fingers Burned as Treasury Yields Surge
Our CEO Jon Caplis sat down with MarketWatch to share his thoughts on the challenges faced by systematic strategies in an environment of rising treasury yields.
-
Your Hedge Fund Portfolio Isn’t As Diversified As You Think It Is
Correlations among hedge fund strategies are at levels not seen since the financial crisis, making diversification hard to come by for investors.
-
Why Investors are Prioritizing Healthcare in a Big Way
CEO Jon Caplis weighs in on why long/short healthcare funds have room to run.
-
This Single Variable Explains What Drives Managed Futures Performance
PivotalPath’s research and analysis clarifies the performance driver of Managed Futures. Our CEO Jon Caplis shares his insights and explains how and why the complex strategy is often misunderstood.
-
Does Jerome Powell Control the Fate of Hedge Funds?
CEO Jon Caplis examines the often-overlooked but meaningful relationship between interest rates, overall industry performance, and alpha generation.
-
New Reporting Standards Being Considered For Hedge Fund Industry
CFA’s new hedge fund performance guidelines try to stop cherry-picking.
