The winners of this year’s Hedgeweek European Awards awards excelled in their respective fields, outshining the competition and proving their strategies can survive one of the most turbulent episodes in modern history. This report showcases the drivers behind their success and outlines their outlook on industry trends and factors influencing the broader hedge fund industry.
The 'European Fund Manager Insights 2021' special report comprises seven separate articles listed below, these can be read individually or as a sequence.
By A Paris — After the shock of the second quarter of 2020, hedge fund managers went on to perform well over the course of the year. The intense volatility which followed the initial fear sparked by the beginning of the Covid-19 pandemic was rife with opportunity. It allowed managers to prove their value-add and remind their investors why they chose them in the first place.
Rhenman & Partners: Best Global Equity Hedge Fund – Specialist managers are likely to be in a favourable position going forward, as investment trends can be expected to benefit a focused approach.
Hedge Invest: Best Liquid Alternative Fund – Credit Hedge – As the market environment is expected to become more volatile, asset managers who can rely on truly absolute return strategies and deep fundamental analysis should outperform.
Notz Stucki: Best Multi-Manager Fund – Equity Hedge – Active fundamental investment has retaken the leadership role in the asset management industry and alpha generating, star managers can now stand out.
Adrigo: Best Emerging Manager Fund – Equity Strategies – Aligning investor expectations with managers’ long-term strategy through diligent and insightful communications is critical to overcoming the challenge of attracting long-term capital.
BNP Paribas Capital Partners: Best Multi-Manager Fund – Multi-Strategy (<USD500 million) –The past year highlighted the importance of having a broad range of offerings and services. Having the ability to move investments across all strategies and rotate from quantitative to discretionary, from liquid to distressed, from one asset class and geography also proved to be key to constructing robust portfolios. This is especially relevant as the environment for hedge funds remains positive.
Enko Capital: Best Credit Hedge Fund — Hedge funds must find creative ways of demonstrating their skill and ability to solve the issues their clients face. The infrastructure they employ will also be thrown into the foreground as the sector steels itself to face the challenges ahead.