Investing and Global Finance News

Category Archives: Hedge Funds

Cryptocurrency Investment Funds

More than half of the 466 cryptocurrency investments funds have been established as hedge funds.  According to Crypto Fund Research, 255 of the 466 funds are set up this way and 195 of these are created as VC funds.  16 represent private equity funds. In 2017 around 100 crypto funds were launched; this year the anticipated number is 150.

It seems that cryptocurrency investments are the way to go for the hedge fund industry. When Pantera Capital was first launched in 2013 it was quite unique in its singular cryptocurrency/blockchain focus. But it seems like that was a good decision since according to Dan Morehead, the firm’s co-CIO and CEO and Joey Krug, co-CIO: “the Fund’s lifetime return is 10,136.15% net of fees and expenses.”

Today, it’s not just Pantera that is moving into this niche.   Some examples of such funds which have $100+ million in assets include: MetaStable Capital, Galaxy Digital Assets, Arrington XRP, Polychain Capital, and The Logos Fund.

Furthermore, BKCM LLC’s founder and cryptocurrency trader, Brian Kelly pointed out:

I can tell you from the calls that I’m getting, people that looked down on it [Bitcoin] in December didn’t like the price and are coming back now saying – Alright, this thing is not going away, we need to understand what it is, where does this asset class fit into our portfolio.”

Hedge Funds Regain Popularity

It seems that hedge funds are finally looking like a good bet again these days.  They are regaining popularity with investors with demand significantly increasing.    According to a recent Credit Suisse Group AG survey, net demand for hedge fund allocation is the highest it has been in three years.  Last year it was 12 percent… Continue Reading

Hedge Fund Management over the Years

In this video put out by the Milken Institute earlier this month, Bloomberg TV’s Editor-at-Large Erik Schatzker opens a discussion on hedge fund strategies and other issues looking to the future of the industry. On these topics he sits with the following individuals: • Dmitry Balyasny – Managing Partner and Chief Investment Officer of Balyasny… Continue Reading

Crypto Hedge Funds?

There has been quite a lot of volatility with crypto hedge funds over the last few months.  But does this mean that they should be completely discounted?  Should we take a break for a while, or make that long term? Adding to this issue is Americans lack of understanding of its regulatory status. Still, having… Continue Reading

Hedge Fund Investments: Good or Bad Idea?

While managers are doing well, are hedge funds all that?  Yes and no.  hedge fund portfolios have, traditionally actually performed well but this success can be substantially diluted due to service provider fees. It has been said that it is the hedge fund investors who suffer these fees ultimately.  But we’re not convinced that’s true. … Continue Reading

Hedge Fund Agents: The New Player

In this video, Professor John C Coffee, Adolf A. Berle Professor of Law, Columbia University, discusses his winning paper in the ECGI Law Series in 2017. It examines the “new world of hedge fund activism.” New agent –which aggregates the support of many institutional investors and brings pressure to bear on the board for issues… Continue Reading

Investors Bring Ethics Into the Spotlight with Open Letter to Apple

It’s not often that business matters intersect so directly with ethical discussions, but activist hedge fund JANA Partners wrote a letter to Apple with the California State Teachers’ Retirement System (Caltstrs) earlier this year asking them to become more directly involved in efforts to protect children from the potentially harmful effects of technology and screen… Continue Reading