Research

11 Apr

New Hedge Fund Report Finds Strong Performance in Q1 2019

Hedge funds gained an average of +0.87% in March, the third consecutive month of positive returns, following a five-month string of aggregate declines, according to the March eVestment hedge fund performance data. The Q1 2019 year to date (YTD) average gains of +5.40% is the industry’s best aggregate returns since the start of 2012. Highlighting [...]
05 Apr

Wellington Overtakes BlackRock as Most Viewed Firm on eVestment

Wellington Management overtook BlackRock as the most viewed firm by investors and consultants using the eVestment platform in March, according to the March eVestment Advantage Viewership Report. Wellington’s International Contrarian Value product (an EAFE all cap value equity strategy) was the firm’s most viewed product, while second-place BlackRock’s Emerging Markets Alpha Tilts (an EM large [...]
21 Mar

Hedge Funds See Lowest February Net Flows Since 2009, Despite Positive Month

Investors may have added $1.69 billion to hedge funds in February but face a rough road in 2019 with net inflows still in the negative YTD for 2019, according to the just-released eVestment February 2019 Hedge Fund Asset Flows Report. February is traditionally a bellwether month for hedge fund industry performance for the rest of [...]
11 Mar

Hedge Funds Continue Performance Comeback from 2018

Hedge funds returned an average of +1.27% in February, according to the just-released eVestment February 2019 hedge fund performance data, building on a strong January to bring year-to-date (YTD) performance to +4.55%. The contrast to 2018’s average industry performance of -5.05% is stark and demonstrates the industry’s effort to shake off last year’s challenges. The [...]
08 Mar

Emerging Markets were a Dominant Theme Among eVestment Users in February

In February, emerging markets were of high interests to investors and consultants using eVestment globally, according to the just-released February 2019 eVestment Advantage Viewership Report. Half of the universes of rising interest in February were emerging markets-focused. Additionally, an EM universe – Global Emerging Markets All Cap Core Equity – sat atop the most viewed [...]
06 Mar

Investors Showed Interest in Two Communications Firms in Q4

Institutional investors rewarded traditional communications companies Verizon and Comcast’s efforts to protect and grow their businesses by pushing both firms onto the global top 20 list of most widely held companies in Q4 2018, according to eVestment data. Both firms made significant strategic moves in 2018 that appear to have given institutional investors faith in [...]
28 Feb

Traditional Institutional Investment Business Sees Outflows for Q4, Full Year 2018

Long-only asset managers reported Q4 2018 institutional assets under management of $23.81 trillion to eVestment according to the just-released eVestment Q4 2018 Traditional Asset Flows Report. Net institutional flows totaled -$234.4 billion in the fourth quarter pushing full year 2018 redemptions past the half trillion mark to -$517.5 billion. Fixed income investment managers, excluding cash [...]
25 Feb

Hedge Fund Assets Up in January as Performance Offsets Investor Redemptions

Investors pulled a modest $1.66 billion from the global hedge fund industry in January. However, strong hedge fund performance almost across the board in January offset those redemptions, lifting total industry assets to $3.214 trillion, according to the just-released eVestment January 2019 Hedge Fund Asset Flows Report. Multi-Strategy hedge funds saw a major turnaround in [...]
11 Feb

Equity, EM Funds Among Big Hedge Fund Winners in January

Global hedge funds, which ended a challenging 2018 with an industry aggregate return of -5.05%, started off strong in January, with an industry return just shy of +4% according to eVestment’s January 2019 hedge fund performance data. The industry’s overall +3.91% return in January reversed a trend of five consecutive months of negative industry returns [...]
11 Feb

Global Equity Strategies See Most New Interest at Start of 2019

Investors and consultants globally have increased their focus on global equity strategies more so than on any other segment to start 2019, according to the January 2019 eVestment Advantage Viewership Report. Global All Cap Core and Value Equity strategies saw the greatest universal increases, but it was GQG Partners’ Global Equity strategy, within the Growth [...]