Top 30 HF Firms Report


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Liquid alts and non-traditional strategies assets surpass $400bn mark in Q3

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Total net assets for liquid alternatives and non-traditional strategies rose to over $400bn during the third quarter of 2023, according to Morningstar’s latest Liquid Alternatives Observer, with all uncorrelated liquid alternative categories posting positive returns.

Every non-traditional equity category meanwhile posted negative returns in Q3.

Inflows were dominated by hedged equity strategies from JPMorgan with the JPMorgan Hedged Equity I seeing positive flows of $657m alone over the quarter.

The bottom five strategies in terms of outflows meanwhile, have seen $13.25bn in assets depart over the last 12 months.

AQR funds accounted for six of the top seven highest performers for the quarter, with three funds producing double digits.

While new product issuance continues to stagnate, with only two products opening in the quarter, while over 25 strategies liquidated in the past year.

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