“We did not enact gates on any of our funds and we saw positive net inflow across 10 out of 12 funds.”
HL
Hamilton Lane
The Compound and Friends ·
The Markets · Hedge Funds Are Cautious on Stocks amid Rates and Energy Volatility
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track the net length of fundamental long-short hedge funds as a gauge of market positioning
US long-short net length in the north percentile (1-yr), 2-3 percentile (3-yr, 5-yr); global net length 0-9%
“We did not enact gates on any of our funds and we saw positive net inflow across 10 out of 12 funds.”
“When another hedge fund gets into trouble, he ... buys their assets for a fraction of what they were worth.”
“Master feeder structures are key to hedge fund operations. A master feeder structure is a setup where multiple feeder funds pool their money into one master fund, and the master fund does all the trading and investing.”
“Leverage long short tax loss harvesting ... higher fees from the manager, and also a long-short friction ... if you don't believe there's alpha ... probably not worth doing”
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