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Hedgefonder gick starkt i januari

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This year’s Alternative Fixed Income report from HedgeNordic explores how institutional investors and asset managers are navigating this new reality, balancing yield and resilience amid shifting credit cycles, structural change, and evolving sources of return.

Stockholm (HedgeFonder.nu) – Hedgefonder steg 2,84% i januari, enligt Barclay Hedge Fund Index, som sammanställs av BarclayHedge. Barclay Pacific Rim Equities Index var upp 5,23% i januari, Equity long bias steg 4,13%, European equities ökade med 4,12%, Emerging markets var upp 3,66%, hälsovård och biotech levererade 3,55% och Equity Long/Short Index steg 2,85%. Barclay Fund of Funds Index visade en uppgång på 2,08% i januari.

Sexton av Barclays 18 hedgefondstrategier började 2013 med en uppgång. På förlorarsidan återfinner vi Equity short bias som tappade -8,06% i januari och merger arbitrage -1,34%. Equity short bias drabbades av en rekordstor nedgång under 2012, -24.18% för helåret.

När närmare hälften av förvaltarna har rapporterat de senaste avkastningssiffrorna, är Nordic Hedge Index NHX upp 1,93% i januari. Starkaste uppgångarna visar aktiestrategierna, upp 2,56% och Managed Futures funds, upp 2,54%. Samtliga fem segment har positiva resultat för månaden, dock visar Mutli Strategifonder den svagaste uppgången, +0,57%.

På ländernivå visar delindexet för finska fonder den starkaste uppgången. Estlander & Partners Alpha Trend II – Class P, vilket är en belånad version av deras CTA-program, rapporterade en uppgång med 20,98%, vilket drog med sig indexet uppåt.

 

Bild: (c) shutterstock—Nagy Bagoly Arpad

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Kamran Ghalitschi
Kamran Ghalitschi
Kamran has been working in the financial industry since 1994 and has specialized on client relations and marketing. Having worked with retail clients in asset management and brokerage the first ten years of his career for major European banks, he joined a CTA / Managed Futures fund with 1,5 Billion USD under management where he was responsible for sales, client relations and operations in the BeNeLux and Nordic countries. Kamran joined a multi-family office managing their own fund of hedgefunds with 400 million USD AuM in 2009. Kamran has worked and lived in Vienna, Frankfurt, Amsterdam and Stockholm. Born in 1974, Kamran today again lives in Vienna, Austria.

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