Thought

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In these posts we demystify hedge funds and managed futures. Topics include the business aspects of hedge funds, useful industry data, and quantitative techniques. Use the tag cloud at the right (or below on mobile) to find what you want!

We have also published many of these posts on LinkedIn – feel free to connect!

If you read one article, let it be this one. It is the reason I do what I do.

The following are the latest articles we have written:

Compounding vs Volatility: Nobody Gets Average Returns

In this quick note on compounding vs volatility. I demonstrate how volatility of returns interferes with the compounding process leading to returns lower than the casual observer might expect. I raise the specter of how this may negatively impact portfolio optimization.

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Hedge Fund Data Hygiene: Tips and Tricks

Before you can start analyzing hedge funds you need to scrub the data. We look at the basics of hedge fund data hygiene. We give you some tips and tricks specific to Hedge Funds, and tell you what to watch out for.

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New Commodity Pools April 2018: Crypto Pools

This is the April 2018 edition of my series of posts on new commodity pools registered with the NFA. To keep things interesting I include a list of all the crypto-currency related pools (crypto pools) in the NFA’s commodity pool database, and an analysis of the rate bitcoin pools are being formed.

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New Form ADV October 2017 Version

The post details the changes the SEC has made in the Form ADV October 2017 Version versus the October 2012 Version. We get much more accurate customer profile information. Finally we get information about separately managed accounts, key data when looking at major hedge funds and CTAs.

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Free Hedge Fund ODD Toolkit

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Hedge Fund Operational Due Diligence Toolkit

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Free Hedge Fund ODD Toolkit

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Hedge Fund Operational Due Diligence Toolkit

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Free Hedge Fund ODD Toolkit

Note this is US Letter size. If you want A4, use the other button!

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Free Hedge Fund ODD Toolkit

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