* Your assessment is very important for improving the workof artificial intelligence, which forms the content of this project
Download - Advisor To Client
Contract for difference wikipedia , lookup
Private equity in the 1980s wikipedia , lookup
Private equity in the 2000s wikipedia , lookup
Short (finance) wikipedia , lookup
Efficient-market hypothesis wikipedia , lookup
Fund governance wikipedia , lookup
Private equity wikipedia , lookup
Private equity secondary market wikipedia , lookup
Early history of private equity wikipedia , lookup
Private money investing wikipedia , lookup
Financial crisis wikipedia , lookup
Commodity market wikipedia , lookup
Futures contract wikipedia , lookup
Derivative (finance) wikipedia , lookup
2010 Flash Crash wikipedia , lookup
Socially responsible investing wikipedia , lookup
Futures exchange wikipedia , lookup
Stock selection criterion wikipedia , lookup
Presentation – 5 types of hedge funds To make it easier for you to prepare meeting materials, we’ve developed these slides about the 5 types of hedge funds. The presentation is in a Word file to make it simpler to customize content to meet your clients’ information needs. Enjoy, and we hope this offering helps enhance your client meetings. SLIDE 1 Hedge funds can be categorized into five main investment styles. SLIDE 2 1. Trend following Also known as managed futures, these profit from exploiting pricing trends in a wide range of instruments such as currencies, interest rates, equities, metals, energy and agricultural commodities. SLIDE 3 Managers get exposure to these investments through global futures markets, with over 200 standardized futures contracts that can be traded both long and short. SLIDE 4 Discretionary managers rely on judgment and expertise to make investment decisions. Systematic managers use mathematical models and high-frequency data analysis to identify and capture price trends. SLIDE 5 2. Global macro Managers capitalize on upward or downward trends across markets, asset classes and financial instruments by analyzing macroeconomic indicators and developing an investment thesis. SLIDE 6 3. Equity hedged Managers take offsetting long and short positions. SLIDE 7 The long positions are on undervalued stocks, the short positions are on overvalued stocks. This is the strategy that started the hedge fund industry. SLIDE 8 4. Event driven Investment decisions are triggered by specific events, including corporate actions such as bankruptcies, asset sales, mergers or takeovers. SLIDE 9 5. Arbitrage This refers to opportunities resulting from the mispricing of related assets. SLIDE 10 Managers are able to exploit the expected convergence of these prices by taking a short position in the overvalued asset and a long position in the undervalued asset, producing profits regardless of the overall market direction. SLIDE 11 END