The accusations were leveled in a lawsuit filed in New York by investor Aris Multi-Strategy Fund, a New York City fund of funds.
FORBES: Hedge Fund Manager Accused Of Self-Dealing And Fraud
Decisive moves by the world's central banks to print money in order to stimulate the economy is likely to send gold surging, said James Dailey, lead portfolio manager at TEAM Asset Strategy Fund.
The company launched four funds earlier this summer called the Rydex SGI Event Driven and Distressed Strategies Fund, the Long Short Interest Rate Strategy Fund, the Long Short Equity Fund and the Alternative Strategies Fund.
Expansion into other areas carries risks: in 2008 a fund that invested in mortgage-backed securities, Carlyle Capital, failed spectacularly, and the firm also had to wind down its multi-strategy hedge fund.
If a particular asset class, strategy or fund has done extremely well for three or four years, we know one thing with certainty: We should have invested three or four years ago.
In addition, active strategies are always more complex than a passive index fund strategy.
Perhaps the most common SRI strategy practiced by fund managers is screening.
Investing in actively-managed mutual funds that charge high fees can lower your standard of living in retirement by as much as one-third over a low-cost index fund strategy.
Guy's Gartmore Capital Strategy Continental Europe fund charges total expenses of 1.59% annually, less than the 1.86% average for the 558 offshore European equity funds tracked by Fitzrovia International.
In contrast, an active strategy exists when a fund manager knowingly and willingly attempts to beat a pre-designated benchmark.
To help distinguish the prevailing breeze from an occasional gust, she uses a "smoothing" strategy of combining a fund's one-, three-, six- and 12-month relative performance to determine which funds are leaders and which are laggards.
The hedge fund's strategy was also the subject of a January 2008 Wall Street Journal article.
Part of the hedge fund's strategy involved purchasing risky assets from other investment banks.
There, the court held that you could patent a strategy for managing a mutual fund with a computer.
FORBES: The Federal Circuit, Not the Supreme Court, Legalized Software Patents
The Democratic National Committee's fund-raising strategy known as the National Asian Pacific American Campaign Plan was included among 7, 000 pages of records released this week.
"Pre-Lehman, the focus was on asset allocation" and a diversified approach to active management, says London Business School professor Elroy Dimson, who is also head of the Strategy Council for the Norway fund.
More than ten years on, the wisdom of the fund's strategy is still in dispute. (If an economy carries a lot of short-term debt, high interest rates may wreak such havoc that the exchange rate collapses anyway.) But whatever its merits during the Asian financial crisis, the high-rate defence has little appeal today.
Last August, Mr. Cohen invited a small group of fund managers to a strategy session in his 32, 000-square-foot Greenwich home.
She says the fund offers a differentiated strategy that involves putting some assets in stocks the managers think will fall.
As the fund grows, the strategy that brought it success becomes harder to execute, and returns start to drop, the authors write.
FORBES: Bigger Definitely Not Better In Hedge Funds, Report Says
Fund managers share their strategy for investing in a volatile market.
Size can create headaches for a fund following a specific strategy.
For equities, the fund is limited in its strategy by only going after ADRs.
Structuring systematic withdrawals from a target date fund can be a straightforward strategy for creating retirement income for some investors.
There is always debate among investors as to whether style investing using index funds or a style-based asset class fund is an active management strategy or a passive one.
This requires time, research, and patience that many investors may find too onerous, but you simply are not going to be able to generate decent returns in a value strategy by buying and holding a mutual fund.
To be clear, I do not know of any specific hedge fund that has implemented this strategy, but it is not a wild stretch to fathom that sophisticated investment firms can use small, illiquid derivatives markets (such as CDS on Greek, Italian or Spanish bonds) to potentially impair the broader global equity markets.
Longtime fund star Robert Rodriguez likes the strategy but is somewhat more constrained in his moves.
The Class M Shares of the Titan Global Return Fund are part of a defensive strategy offered by Titan.
FORBES: Russell Abrams' Hedge Fund Accused of Fraud Amid Losses of 70%
Underwriters consider a variety of factors in pricing policies, including the fund's size, its strategy, investor-base, performance, volatility, leverage and service providers.
应用推荐