A Hedge Fund Manager’s View on Liquid Alternatives20160630132500

A Hedge Fund Manager’s View on Liquid Alternatives

Mathias Mamou-ManiJune 30, 20160 comments
Included below is an excerpt of Andrew Beer’s article in WealthManagement.com: There’s something amiss in the liquid alts space. After years of st...
The Trouble with Alpha: Part I20160623124038

The Trouble with Alpha: Part I

Mathias Mamou-ManiJune 23, 2016, 0 comments
Investors equate “alpha” to outperformance.  A high alpha fund presumably delivers substantial excess returns relative to its benchmark. True alp...
Institutional Investor: A Hedge Fund Adviser’s Open Letter to Pension Trustees20160621135441

Institutional Investor: A Hedge Fund Adviser’s Open Letter to Pension Trustees

Mathias Mamou-ManiJune 21, 20160 comments
Included below is an excerpt of Andrew Beer’s article published on June 20, 2016: It’s hard to pick up a financial newspaper these days wi...
The Rise of Populism and the Fall of Economies20160616163624

The Rise of Populism and the Fall of Economies

Mathias Mamou-ManiJune 16, 2016, , 0 comments
Recent election cycles in the U.S. and Europe have seen the ascendance of political parties whose platforms are significantly shaped by populist initi...
Financial Times: The Hedge Fund Fee Structure Consumes 80% of Alpha20160615145933

Financial Times: The Hedge Fund Fee Structure Consumes 80% of Alpha

Mathias Mamou-ManiJune 15, 2016, 0 comments
Investors bear the risks and managers reap the rewards, says Beachhead’s Andrew Beer. The average hedge fund earns 1.67 per cent in management fees ...
Why a ‘Replication’ Strategy Trumps Liquid Alt Funds20160614134722

Why a ‘Replication’ Strategy Trumps Liquid Alt Funds

Mathias Mamou-ManiJune 14, 2016, 0 comments
Catch Andrew Beer interviewed on TheStreet. The liquid alternatives movement is trying to bring hedge fund strategies to ordinary investors. Unfortuna...
Brexit in 10 Days?20160613134124

Brexit in 10 Days?

Mathias Mamou-ManiJune 13, 20160 comments
A new poll from the Bruges Group gives the Leave camp a 19 point lead over Remain. According to the poll, 52% of respondents supported a Brexit, while...
Valeant: Position Crowding, Intrinsic Value – an Update20160608130525

Valeant: Position Crowding, Intrinsic Value – an Update

Mathias Mamou-ManiJune 8, 2016, 0 comments
In January, we wrote a post on Position Crowding and Valeant – the poster child in 2015 for a crowded hedge fund name.  One of the points we made w...
Brexit in 22 Days?20160601165828

Brexit in 22 Days?

Mathias Mamou-ManiJune 1, 20160 comments
A new Guardian poll reveals a 52 – 48 split among Britons in favor of leaving the EU. The alarming result represents a sharp decline in support for ...