Beyond Bulls & Bears

Second Quarter Hedge-Fund Strategy Outlook: K2 Advisors
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Second Quarter Hedge-Fund Strategy Outlook: K2 Advisors

In their second-quarter (Q2) 2018 outlook, K2 Advisors’ Research and Portfolio Construction teams share their views on why investors should not fear the return of market volatility—and why it may unlock opportunities for active managers.

First Quarter Hedge-Fund Strategy Outlook: K2 Advisors
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First Quarter Hedge-Fund Strategy Outlook: K2 Advisors

“The bottom line is that we believe the massive tide of low-cost money that lifted all boats and allowed for carefree sailing is receding. Investors who are not prepared for this change may be exposed to significant risks.” - K2 Advisors

Are Hedge-Fund Strategies Entering a “Silver Era”?
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Are Hedge-Fund Strategies Entering a “Silver Era”?

“We’ve seen evidence that the current market landscape could become a nurturing environment for certain hedge-fund strategies, but we’re only just at the beginning and believe more opportunities could crop up during this silver era." – Brooks Ritchey, K2 Advisors

Third Quarter Hedge-Fund Strategy Outlook: K2 Advisors
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Third Quarter Hedge-Fund Strategy Outlook: K2 Advisors

K2 Advisors seeks to add value through active portfolio management, tactical allocation and diversification across four main hedge strategies: long short equity, relative value, global macro and event driven. In their third-quarter (Q3) 2017 outlook, K2 Advisors’ Research and Portfolio Construction teams share the key market events they have an eye on, along with the select strategies that represent their “top convictions.”

First-Quarter Hedge-Fund Strategy Outlook: K2 Advisors
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First-Quarter Hedge-Fund Strategy Outlook: K2 Advisors

Since the US election, markets have confidently placed their bets squarely on hope, and essentially little else. Is this level of hope (optimism) rational? It certainly seems like a lot to expect. But truth is indeed often stranger than fiction, and even the most gifted of storytellers would likely never imagine a more fantastic yarn than the reality of this election cycle.

Helicopter Money: Pulling a Brick with a Rubber Band
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Helicopter Money: Pulling a Brick with a Rubber Band

Helicopter money may be an interesting theoretical idea and fun mental exercise in hypotheticals for economists to engage in, but in my humble opinion that is where it needs to stay—in theory.

Fourth-Quarter Hedge Fund Strategy Outlook: K2 Advisors
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Fourth-Quarter Hedge Fund Strategy Outlook: K2 Advisors

We expect overall volatility to increase across the global markets, and often emerging markets are more volatile than their developed counterparts. With this volatility we anticipate the arrival of opportunity, and we believe it will likely be manifest across all three major asset classes—equity, fixed income and currency.

The Intangible Art of Operational Due Diligence
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The Intangible Art of Operational Due Diligence

The ‘artistic’ nature of operational due diligence (ODD) is a human exercise, and one that cannot be readily quantified and cataloged … The abstract or intangible qualities of a solid ODD program—wisdom, experience and judgment—cannot be overstated.

Solidifying a Case for Liquid Alternatives

Solidifying a Case for Liquid Alternatives

Skeptics may be surprised to learn that the majority of hedge fund managers focus on providing capital appreciation with lower volatility than the broad markets.