- Advertisement -

Related

Bridgewater All Weather Fund looses 7 percent in 2015

- Advertisement -

Stockholm (HedgeNordic) – Bridgewater Associates, the world´s largest hedge fund firm, faced challenging conditions in 2015 as their USD 70 billion All Weather Fund suffered losses of -7 percent on the year. The fund employs a so-called risk-parity strategy that tries to consistently generate positive returns by leveraging bond investments to balance portfolios.

Since its inception in 1996, the Bridgewater all weather fund has navigated markets successfully with annualis  ed net returns of 7.7 percent, however in recent years the fund has struggled. In 2013, the fund returned -4 percent net of fees. It rebounded in 2014 returning 8.6 percent only to fall back again in 2015.

It was not all negative numbers for Bridgewater in 2015 though. The asset managers huge flagship fund, Pure Alpha, returned 4.7 percent net of fees on the year, besting both the average hedge fund manager and the U.S. stock market.

Broader hedge fund indices also struggled throughout the year, HFRI Fund Weighted Composite Index declined by -0.85 percent in December, ending the year down -0.85 percent, according to a press release from the index data provider.

 

Picture: (c) wavebreakmedia—shutterstock.com

Subscribe to HedgeBrev, HedgeNordic’s weekly newsletter, and never miss the latest news!

Our newsletter is sent once a week, every Friday.

Jonathan Furelid
Jonathan Furelid
Jonathan Furelid is editor and hedge fund analyst at HedgeNordic. Having a background allocating institutional portfolios of systematic strategies at CTA-specialist RPM Risk & Portfolio Management, Mr. Furelid’s focus areas include sytematic macro and CTAs. Jonathan can be reached at: jonathan@hedgenordic.com

Latest Articles

The Madness of Crowds Creates Short Opportunities in Nordic Small Caps

Shorting Nordic small and mid-cap stocks requires more than identifying companies whose valuations appear stretched. Limited borrow availability, thin trading volumes, and unpredictable price...

Anna Svahn on Risk, Adaptability, and the Art of Portfolio Management

Anna Svahn took an unconventional route into portfolio management, building her investment experience through personal trading, writing, and entrepreneurship rather than investment banking or...

Sebastian Hallenius to Lead IKC Capital’s Next Phase

Sebastian Hallenius has joined IKC Capital as Chief Investment Officer and incoming CEO after nine years at Länsförsäkringar Fonder, where he helped bring externally...

SEB Asset Selection Marks 20 Years of Trend-Following Evolution

Twenty years is a long time in the hedge fund industry, where strategies evolve, market environments change, and investment teams come and go. Once...

Atlant Fonder Eyes €1 Billion as Fund Distribution Landscape Shifts

In the Nordic hedge fund industry, funds managing more than €1 billion have typically built their scale with strong institutional backing. Atlant Fonder’s flagship...

Cyber Risk Tops Asset Managers’ Concerns as Investment Risks Rise

Technology and cybersecurity have emerged as the leading concerns for asset managers over the coming year, even as firms report rising exposure to market,...

Allocator Interviews

Voices

Request for Proposal

- Advertisement -