Portfolio for the Future™

Research, Analysis, and Opinions for Better Investor Outcomes

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Displaying 1846 - 1860 of 2260
Activism: Why the Short-termers Can Be Right
We’re often informed, in terms that suggest outraged common-sense, that if a corporation is owned largely by…
State of the Industry, Hedge Funds
Hybrid Equity: Another Perspective on Private Equity
By Diane Harrison Prior to the mid 2000s, private equity represented the de facto route to long-term…
Private Equity, Hedge Funds, Asset Allocation, Access to Alternatives
House of Saud Retains Plenty of Clout
On June 1, The Wall Street Journal led with this story: “OPEC Clout Hits New Low.” The piece states in…
Asset Allocation
A Close Look at the Deutsche Bank Findings
In the course of a busy news cycle, this tidbit was largely overlooked: in June 2014, Deutsche Bank raised $…
Risk Management, Hedge Funds
Are CTAs mumbo jumbo or additive for a diversified hedge fund portfolio?
By Don Steinbrugge Commodity trading advisors’ (CTAs) perception among investors is more divergent than any…
Hedge Funds
Java IP War: The Obama Administration Picks the Wrong Side
Only once in my life have I been the target of an accusation of plagiarism. That once: my accuser was an…
Emerging Asset Classes
Farm Land: The Risks & Rewards of Buying Direct
By Andrew Smith, CAIA Given the recent economic turmoil globally, the low interest rate environment, and a…
Infrastructure, Real Estate, State of the Industry
The Skorina Report: Wall Street Pay & CEO Performance: Who got their money's worth?
By Charles Skorina May kicked off, as always, with the Woodstock of Capitalism in Omaha. 40,000 …
Asset Allocation, State of the Industry
One Decision, Two Courts, Three Nations, Four Angles
A Canadian court and a U.S. court (in Ontario and Delaware respectively) have agreed on how the proceeds of…
Hedge Funds, Asset Allocation
Side Letters and the Caymans: The Latest
A powerful trend in the courts of the Cayman Islands in recent litigation (since 2012) has run against the…
Hedge Funds, Access to Alternatives
A New Index: The Eurekahedge 50
Eurekahedge, a fund data and research operation with which our readers are quite familiar, has joined with…
Hedge Funds, Asset Allocation, Access to Alternatives
How to Cut Hedge Fund Fees in Half-Part One
By Andrew Beer THE INVESTOR AGGREGATION MODEL There is a strong argument that, on average, hedge fund fees…
Hedge Funds, Manager Selection, State of the Industry
Top Hedge Fund Managers: They Aren’t Wizards, but They Are Masters
Maneet Ahuja is going head-to-head with Jack D. Schwager, and his “wizards” books, in this new volume from…
State of the Industry, Real Estate, Hedge Funds, Asset Allocation
Eurekahedge on Funds of Hedge Funds: A Downward Spiral
The latest Eurekahedge report says that in April, Asia ex-Japan funds delivered the best returns in the hedge…
State of the Industry, Hedge Funds
Copper Prices: Why the Downslope?
An underlying fact, noted here for example by our own Shane Brett a year and a half ago, is that “the easiest…
Risk Management