- Advertisement -
- Advertisement -

Related

Bridgewater All Weather Fund looses 7 percent in 2015

Report: Alternative Fixed Income

- 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

Bitcoin-Focused Anna Secures Full AIFM License

Anna Asset Management, which runs a momentum-driven strategy focused on Bitcoin futures, has been granted a full license as an alternative investment fund manager...

Bright Spots Emerge Amid Difficult March for Nordic Hedge Funds

Although March already feels like a distant memory amid the turbulence of April, Nordic hedge funds also faced a challenging month back then. All...

Mandatum Managed Futures Maintains Momentum

Mandatum Managed Futures Fund was named the “Best Nordic Managed Futures Fund” at the Nordic Hedge Award for the second year in a row,...

TIND Discovery Fund Clinches 2024 “Rookie of the Year” Title

One of the earliest distinctions a newly launched hedge fund in the Nordics can earn is the “Rookie of the Year” award, granted annually...

Evli’s Nordic High Yield Fund Aims for Balanced Pan-Nordic Exposure

Finnish asset manager Evli has long been recognized as a specialist in fixed income, managing €7 billion across the asset class. While the firm...

Announcing the Winners of the 2024 Nordic Hedge Award

HedgeNordic is delighted to announce the winners at the 2024 Nordic Hedge Award. We are honoured and humbled to bring together the Nordic hedge...

Allocator Interviews

In-Depth: Megatrends

Voices

Request for Proposal

- Advertisement -