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...The concept is known as “alpha capture” and the flagship Tops fund is market neutral — generating returns uncorrelated with equity markets. These strategies keep evolving....
...Delaware-incorporated companies are valued at $34tn in aggregate, so Tesla is 1.7 per cent of that total....
...They now account for 13 per cent of the aggregate hedge fund long portfolio, twice their weight at the start of 2023....
...But this fund has done noticeably better than its Russell 2000 benchmark, despite being basically a passive fund....
...North American private-credit funds have on aggregate called more capital from investors than they’ve distributed for several years now....
...One of our holdings, logistics specialist Wincanton, is no longer pumping over £20mn a year into its pension fund to plug a deficit....
...Like their far bigger rivals, ETFs hold securities but can be traded like stocks and enjoy tax advantages over mutual funds in the US besides those gleaned from harvesting losses....
...A: Ryanair’s Michael O’Leary What is the middle name of hedge fund manager Paul Singer?...
...In the US, these incremental buyers include leveraged funds. Foreign investors have also been incremental buyers in some countries, but played a smaller role than expected in the US....
...In a research note on European asset managers, the analysts wrote that active equity funds domiciled in Europe generated, in aggregate, -4.13 per cent of alpha last year after management fees, the poorest...
...“If your advantage is broad and deep research and investing capability, but only a handful of companies matter to aggregate returns, it makes that less valuable,” Sharps said....
...Dublin-based financial services company Waystone has the advantage of providing support services to ETF issuers, such as passporting and registering funds, help with listings, capital market activities and...
...The International Monetary Fund is stepping in, agreeing in June to provide a $3bn lifeline for Pakistan....
...But our back-of-the-envelope numbers find that the economic profit of the Magnificent Seven is around 40 per cent greater than the aggregate economic profit for the Russell 3000....
...“You bring upon yourself fee compression and if you can’t generate alpha [outperformance] what is the point?”...
...They were massive buyers of bills last year, as investors piled into the asset class to take advantage of high short-term rates....
...It’s hard to argue with that assessment in aggregate when discussing mutual funds, private assets or indeed US large-cap stocks....
...“In aggregate, though, the longevity argument certainly has legs — we have yet to see anything resembling a real sell-off,” he said....
...It simply said: if you’re an index fund, you own the market. That means if you take the index funds out of the picture, you’re left with the same portfolio, the market....
...While long-only active fund managers have historically been a larger aggregate proportion of clients for sellside banks and market-data vendors, they remain on the decline for well-reported reasons....
...UniCredit is buying its equity stake in Alpha Bank from the Hellenic Financial Stability Fund, the country’s bank recapitalisation fund set up during the debt crisis....
...This suggests that the decline in the LRP does not reflect the aggregate level of HY yields, but instead is linked to structural changes in how investors source and access liquidity....
...Nonbanks buying them are mostly lightly regulated or unregulated entities such as private funds and insurance companies....
...Unhedged: Pimco is a shop that prides itself on going after alpha — on earning excess return....
...For this reason, aggregate portfolio flows are less procyclical than studies of mutual funds alone would suggest....
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