We wanted to go back through and reflect on our posts that you found the most interesting this year. Without Further Ado, The Top 10 Posts in 2014 based off of how many of you read it.
- “What a Hedge Fund Failure Looks Like”
This year, social media cannot get enough of the news that hedge fund legend Paul Tudor Jones is shutting down one of his eponymous funds, the Tudor Tensor Fund. But just how bad was the Tensor performance that they are deciding to shut the fund down? What does a hedge fund ‘failure’ actually look like? The answer is, not that bad… - “A Big List of Alternative Investment Folks on Twitter”
We couldn’t find a list of alternative investment folks, and specifically those focused on commodities, managed futures, and global macro strategies on Twitter. So we went out and did it ourselves. Here’s our compilation of people and firms currently out there on twitter (in no particular order, despite the numbering) providing the latest insight, humor, debate, and news on investments – especially the alternative kind. - “CNBC Didn’t Screw up their Interview with David Harding”
CNBC made another attempt at interviewing Winton’s David Harding and this time around they managed to ask questions actually dealing with the Managed Futures industry. Here are our takeaways from the interview: - “23 Commodity, Equity, and Currency Markets since the 2009 Low”
March 2014 officially marked 5 years since we had 700 point down moves in the Dow, Lehman going bankrupt, and new market lows dragging down commodities. We all know where the equity markets have gone since then, but what about 23 other markets since the March 9th, 2009 low? Plus, asset class performance 5 years before and 5 years after March 2009. - “A Brief History of Man AHL, Winton, & Aspect”
It’s hard to believe, but three of the biggest managed futures programs in the world, Man AHL, Winton, and Aspect Capital; all trace their roots back to three 20 something Brits at Oxford and Cambridge in the 80’s. Here’s a brief history. - “Why Hedge Funds Don’t Care if They’re Underperforming the S&P”
The problem with saying hedge funds are underperforming the S&P 500 is that the grand majority of them aren’t even trying to beat the S&P 500 in returns, for any set period. They are trying to deliver better risk adjusted returns than the stock market, but that doesn’t make for as good of a headline. - “Our Interview With Winton’s David Harding”
Since Winton CEO David Harding was in Chicago this summer receiving his pinnacle award, we thought we’d put some questions directly to him on the industry, how they trade, and so forth… enjoy: - “Complacency Everywhere”
Here’s the thing that was driving those who do more than just stocks — CRAZY. This spring, It wasn’t just the stock market that was seeing record low volatility. Complacency was everywhere. It was for sure in stocks, but it was also in… - “Rise of the Robo-Advisors?”
What are Robo Advisors? Why the sudden attention from the financial media? Some believe they threaten to shift the way the financial advisor business model works. More importantly, what would this mean for alternative investments. - “Under the Hood: Wisdom Tree’s Managed Futures ETF”
You got to hand it to the marketing folks over at Wisdom Tree…. No sooner had the ink dried on Managed Futures good 3rd quarter and the Dow hit new 8 month lows we started to see Wisdom Tree advertising their Managed Futures ETF ($WDTI) on CNBC. Marketing 101 = strike while the iron’s hot. But how much “managed futures” exposure are you really getting with this product? Let’s take a look under the hood, shall we?