book

Visual Guide to Hedge Funds

March 2014

Intermediate to advanced

224 pages

6h 29m

English

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Hedge Fund ManagerPortfolio ManagersTradersRisk ManagementChief Financial OfficerControllersSettlementsMargin and CollateralLegalComplianceInvestor-RelationsConclusion
Hedge Fund Startups ($1M to $10M)Emerging Hedge Fund Managers ($10M to $300M)Hedge Fund Shooting Stars ($300M to $1B)Hedge Fund Titans ($1B+)Conclusion
Who Invests in Hedge Funds?The Hedge Fund Investor Due-Diligence ProcessHedge Fund Investor FAQs
Daily ProcessHedge Fund WarfareThe 1 Percent RuleHedge Fund Investor Avatar FocusCapital-Raising ChannelsEmulation before InnovationPlacement Agents and Third-Party MarketersHedge Fund Marketing and Capital-Raising FAQsConclusion
Identifying the OpportunityDiscretionary StrategiesQuantitative StrategiesHow the Long/Short Strategy WorksAccess to Long/Short StrategiesFee StructureTaxesSpecialization versus GeneralizationWho Runs a Long/Short Hedge Fund?RisksConclusion
Discretionary versus SystematicLeverageTypes of ProductsWho Runs a Macro Fund?Why Invest in a Global Macro Fund?Conclusion
Who Runs an Event-Driven Fund?How to Invest Around EventsRisksWhy Invest in an Event-Driven Hedge Fund?Conclusion
How Do Fixed-Income Securities Work? Types of Fixed-Income ProductsCorporate BondsMunicipal BondsArbitrageWho Runs a Fixed-Income Hedge Fund?Why Invest in a Fixed Income Fund?Industry InsightConclusion

What is a Convertible Bond?StrategiesConvertible-Arbitrage RisksConclusion
Quantitative TradingPsychologyAlgorithmic TradingHigh-Frequency TradingPattern RecognitionPatternsTrading StrategiesIndustry InsightConclusion
Defining Managed FuturesFutures ContractsLimit MovementsBenefits of Managed FuturesHow Leverage Affects ReturnsPerformanceParticipantsAnalyzing RiskFeesRegulationTrading StrategiesIndustry InsightConclusion
Distressed DebtEvaluating Asset-Based LoansHedge Fund HistorySecond LienRisksHow an ABL Strategy WorksClosing an Asset-Based Loan DealIndustry InsightConclusion
History of Multi-Strategy FundsBenefitsRisksBenchmarksFeesLiquidityStrategiesWhy Invest in a Multi-Strategy Fund?Multi-Strategy Compared to Fund of FundsConclusionNotes
What Is a Fund of Hedge Funds?Fund StructureFund-of-Funds OperationsStrategiesFee StructureActive Portfolio Management and MonitoringImproved Communication with ManagersLower Barriers to EntryAdditional Layer of Due DiligenceDiversifying within the Hedge Fund SectorEconomies of ScaleDisadvantagesThe Current State of Funds of Hedge FundsIndustry InsightConclusion
Chapter 1Chapter 2Chapter 3Chapter 4Chapter 5Chapter 6Chapter 7Chapter 8Chapter 9Chapter 10Chapter 11Chapter 12Chapter 13Chapter 14

References

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Bank for International Settlements 2013. “Statistical Release: OTC Derivatives Statistics at End-December 2012.” www.bis.org/publ/otc_hy1305.pdf.
Barclay Hedge, Ltd. “Barclay CTA Index.” www.barclayhedge.com/research/indices/cta/sub/cta.html#.
Battalio, Robert, Hamid Mehran, and Paul Schultz. 2012. “Market Declines: What Is Accomplished by Banning Short-Selling?” New York Federal Reserve. Current Issues in Economics and Finance 18 (5). www.newyorkfed.org/research/current_issues/ci18–5.pdf.
Burton, Katherine. 2008. “Simons, Mandel Post Their ...