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Sizing a hedge fund allocation in a wider portfolio
A hedge fund allocation should have a defined job within the whole portfolio. Position size depends on loss capacity, liquidity and existing exposures, not the appeal...
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Hedge Funds Investment Guide
Understand hedge fund structures, investigate strategies and fees, and build a disciplined manager research process. Follow eight stages from investor access and portfolio mechanics to due diligence and ongoing review.
Start with What a hedge fund is and what it is not, then follow the next lesson links. Explore 32 lessons with worked examples, exercises and further reading.
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Allocation and Ongoing Review · All lessons
Allocation and Ongoing Review
Build a decision process for portfolio fit, implementation and monitoring.
Advanced
Funds of funds, managed accounts and alternative wrappers
Investors can encounter hedge fund strategies through several structures. The wrapper changes fees, control, transparency and liquidity even when the underlying idea sounds similar.
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Monitoring, rebalancing and redemption decisions
Monitoring asks whether the investment still matches the original case. It should combine performance, exposures, operations and liquidity rather than react to every good or bad...
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A complete hedge fund research case
A complete research case brings strategy, economics, controls and portfolio fit into one decision. The goal is a documented judgment with visible uncertainties, not a perfect...
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