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.
I make the case for alternatives in institutional portfolios. Far from reducing exposure to hedge funds, investors should be increasing it. Simple portfolios and dramatic results make the point.
Investigating the Bridgewater vs Grant’s Interest Rate Observer article on ZeroHedge – there is not much of a mystery here. We go to the source to see what’s what.
We take a look at hedge fund leverage by comparing Assets Under Management from Parts 1 and 2 of Form ADV for 150 of the world’s largest hedge funds.
This Hedge Fund Who’s Who joins the dots among the biggest in the world. Like a clonal colony, many firms are connected beneath the surface – I show how to use Form ADV to discover the relationships!