AR: Absolute Return + Alpha Strategy Descriptions


Commodities
Funds which invest primarily in physical commodities such as energy, metals or agricultural products.


Convertible & Equity Arbitrage
Funds that invest in convertible securities, normally also taking short positions in its underlying common stock, and using leverage to generate returns from movements in volatility, equity or credit.


Credit
Funds investing in all types of credit instruments other than government debt, i.e. asset back securities, corporate or municipal bonds.


Distressed
Funds investing in the securities of companies currently going through distressed situations i.e. bankruptcy and other corporate reorganizations.


Emerging Markets Debt
Funds investing in global emerging markets debt including sovereign debt instruments and other related options and derivatives.


Emerging Markets Equity
Funds investing in global emerging markets equities, following long/short strategies.


Event Driven
Funds which take positions in companies involved in corporate events, such as mergers, spin-offs, take-overs and ‘special situations’.


Fixed Income
Funds generally investing long and short and with leverage in government bonds but may also invest in corporate bonds and global fixed income securities.


Global Equity
Funds investing in equities across the world, following long/short strategies, managed from the U.S.


Latin American Debt
Funds investing in Latin American debt including sovereign debt instruments and other related options and derivatives.


Latin American Equity
Funds investing in Latin American equities, following long/short strategies.


Macro
Funds that take long and short positions in various asset classes based on macroeconomic analysis.


Managed Futures
Funds that invest long and short in various asset classes through futures markets, usually with a systematic trend-following approach.


Mixed Arbitrage
Funds with more than one market neutral or relative value strategy that aim to generate profits through arbitraging pricing inefficiencies.


Mortgage-Backed Securities
Funds investing in mortgage-backed securities, generally focusing on the U.S.


Multi-Strategy
Funds managed from the U.S. which invest in various strategies.


Real Estate
Funds investing in real estate and related securities such as REITs (Real Estate Investment Trusts).


Self Invested
Funds invested in multiple single manager funds managed by the same company.


Technology
Funds investing long/short specifically in technological equities such as those in the biotech and pharmaceutical sectors.


U.S Equity
Funds investing in U.S. equities with long/short strategies.




Latest Poll

Liquid alternative funds:

 - 38%
 - 42%
 - 19%

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