Hedge Fund
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Bear Stearns Hedge Fund Collapse: Causes & Lessons Learned
The headline-grabbing collapse of two Bear Stearns hedge funds in July 2007 offers a look into the world of hedge fund strategies and their associated risks. Here, well examine how hedge funds work
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Understanding 3C1 of the Investment Company Act of 1940
3C1 refers to a portion of the Investment Company Act of 1940 that allows private investment companies to be considered exceptions to certain regulations and reporting requirements stipulated by the
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Understanding the 3(c)(7) Exemption: A Guide for Private Investment Companies
What Is the 3(c)(7) Exemption? The 3(c)(7) exemption refers to a portion of the Investment Company Act of 1940 that allows private investment companies an exemption from some Securities and Exc
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Montreal Carbon Pledge: Understanding Responsible Investment & Climate Action
What Is the Montreal Carbon Pledge? The Montreal Carbon Pledge is an environmental initiative launched by the Principles for Responsible Investment (PRI) project under the United Nations (UN).
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Understanding Incentive Fees: How Fund Managers Get Paid
What Is an Incentive Fee? An incentive fee is a fee charged by a fund manager based on a funds performance over a given period. The fee is usually compared to a benchmark. For instance, a fund
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Bear Stearns Acquisition by JPMorgan Chase: A Decade After the Crisis
In 2008, JPMorgan Chase & Co. (NYSE: JPM) announced that it would acquire Bear Stearns in a stock-for-stock exchange that valued the bank at $2 per share. The pre
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Money Managers: Expertise & Investment Portfolio Management
What Is a Money Manager? A money manager is a person or financial firm that manages the securities portfolio of an individual or institutional investor. Typically, a money manager employs peopl
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Understanding Instant History Bias in Hedge Funds
What Is Instant History Bias? Instant history bias, also known as backfill bias, is a phenomenon whereby inconsistent reporting practices can unduly inflate the apparent performance of a hedge
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Understanding Hedge Fund Risk: Strategies & Investor Considerations
Hedge funds have become a hot topic over the past decades as the number of funds has grown exponentially, while receiving increased media attention and attracting billions in investment dollars. Whi
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Relative Value Funds: Strategies & How They Work
What Is a Relative Value Fund? A relative value fund is an actively managed investment fund that seeks to exploit temporary differences in the prices of related securities. This approach to inv
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Liquid Alternatives: Diversify & Protect Your Portfolio
What Are Liquid Alternatives? Liquid alternative investments (or liquid alts) are mutual funds or exchange-traded funds (ETFs) that aim to provide investors with diversification and downsi
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Master-Feeder Structures: Hedge Fund Capital Pooling Explained
What Is a Master-Feeder Structure? A master-feeder structure is a device commonly used by hedge funds to pool taxable and tax-exempt capital raised from investors in the United States and overs
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Global Macro Strategy: Understanding Economic & Political Investments
What Is a Global Macro Strategy? A global macro strategy is a hedge fund or mutual fund strategy that bases its holdings primarily on the overall economic and political views of various countri
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Redemption Explained: Understanding Fixed Income & Gift Card Usage
What Is Redemption? Depending on the context, the term redemption has different uses in the finance and business world. In finance, redemption refers to the repayment of any fixed-income securi
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Hedge Fund Manager: Role, Responsibilities & Career Path
What is a Hedge Fund Manager? A hedge fund manager is firm or an individual who manages, makes investment decisions, and oversees the operations of a hedge fund. Managing a hedge fund
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Understanding Lock-Up Periods: Hedge Funds & IPOs
What is a Lock-Up Period? A lock-up period is a window of time when investors are not allowed to redeem or sell shares of a particular investment. There are two main uses for lock-up periods, t
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Private Equity & Hedge Fund Taxation: A Comprehensive Overview
In recent years private equity (along with its better-publicized cousin hedge funds) has emerged as one of the fastest and most efficient ways to move and foster capital. It lets investors influence
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Fund Manager: Role, Responsibilities & How They Work
What Is a Fund Manager? A fund manager is responsible for implementing a funds investing strategy and managing its portfolio trading activities. The fund can be managed by one person, by two pe
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Understanding Hedge Fund Strategies: A Comprehensive Guide
Hedge funds are alternative investments that use market opportunities to their advantage. These funds require a larger initial investment than many other types of investments and generally are acces
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Hedging Strategies: Protecting Your Portfolio from Market Risk
Hedging strategies are used by investors to reduce their exposure to risk in the event that an asset in their portfolio is subject to a sudden price decline. When properly done, hedging strategies r
Hedge Fund
- Fund of Funds (FOF): Understanding Multi-Manager Investing
- Bear Stearns Acquisition by JPMorgan Chase: A Decade After the Crisis
- Hedge Fund Due Diligence: A Comprehensive Guide
- Understanding Window Dressing in Investments: Definition & Implications
- Understanding Gate Provisions in Investment Funds
- David Einhorn: Biography, Greenlight Capital & Investment Strategy
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Emergency Savings: Are You Prepared for Unexpected Costs?Stephen Nelson awoke to disaster.When he heard a dripping sound from the second-floor bedroom in his southern California condo at 4 a.m. last June, he thought the sink was leaking. Unfortunately, his...
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Leveraged Tokens: Risks and Rewards ExplainedMany or all of the products here are from our partners that pay us a commission. It’s how we make money. But our editorial integrity ensures our experts’ opi...
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Accounts Receivable Financing: A Comprehensive Guide for BusinessesAccounts receivable financing is a means of short-term funding that a business can draw on using its receivables. It is very useful if a timing mismatch exists between the cash inflows and outflows of...
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Stucco vs. Vinyl Siding: Cost Comparison & Home Improvement GuideWhen you are planning what material to use for siding on your home, there are several factors to consider. Durability, price, look and function are all important to look into. Stucco and vinyl siding ...