Institutional investors stay cautious on crypto, as hedge funds ride bitcoin volatility

EJF Capital, which invests long-only and long/short in both equities and credit across the financial services spectrum, believes it is well-placed to navigate the evolving investment landscape, as inflation looms large over markets and the European Central Bank begins winding down its emergency bond-buying pandemic support programme.

Established in 1984, multi-strategy alternative investment manager and opportunistic credit investor Corbin Capital Partners today manages more than USD9 billion in assets across a broad range of commingled and bespoke portfolios.

By Don Steinbrugge (pictured), Agecroft Partners – The next 15 months will be the greatest asset raising environment in the history of the hedge fund industry and potentially a once-in-a-career opportunity for managers to grow assets. The strength of asset flows to managers will be much stronger than many industry professionals expect and potentially surpass USD1 trillion. 

The fallout from the Covid-19 pandemic continues to reshape the global macroeconomic and geopolitical landscape, driving both uncertainty as well as opportunity for macro managers – and the Best Macro Hedge Fund category at this year’s Hedgeweek Americas Awards will honour those managers who have successfully steered their strategies through the assortment of rapidly-evolving macro trends.

Investors must look beyond hedge funds and private equity in their quest for uncorrelated returns, according to Marc Syz (pictured), co-founder and managing partner at Syz Capital, who believes niche assets – such as litigation finance and life settlements – can offer investors improved portfolio diversification.

Allocators are blurring the boundaries between the hedge fund and private equity sides of their portfolios, as once strictly segmented alternatives buckets begin to blend, according to investment firm Cambridge Associates.

Los Angeles-based TrueRisk Capital is a newly-established fully-systematic CTA manager which trades a range of algorithm-based options and futures strategies developed by co-founder and chief quant Rito Bhattacharyya over the course of almost nine years.

As global economies remain finely balanced between reopening and containing Covid-19 variants, metals and mining-focused hedge fund Delbrook Capital is positioning its portfolio for fresh market volatility up ahead.

Launched in the immediate aftermath of the Global Financial Crisis, pioneering credit-focused hedge fund manager Sancus Capital Management has built a formidable decade-plus track record in the market, and more recently broadened its focus into CLO management.

The “fluidity” of virtual conferencing has proved a “silver lining” during the pandemic, optimising allocator time during the investor due diligence process, according to new research by alternatives-focused software-as-a-service and data management company Vidrio Financial.