by this definition, Soros would not be a hedge fund; nor would Tiger, nor
would Tudor, nor would Gartmore, Vega, GAM, SAC, or Caxton.  Nor would LTCM,
except a very small part of its fund.  Purely quantitative funds are a very
small part of the overall space and always have been; the category "hdege
fund" was invented to describe long-short equity strategies.  It has never
been possible to invest large amounts of money on a purely algorithmic basis
and IMO never will be; if it was, LTCM would have had a very different
story.

best
dd

-----Original Message-----
From: PEN-L list [mailto:[EMAIL PROTECTED] Behalf Of C Ruiz
Sent: 16 April 2006 01:07
To: [email protected]
Subject: Re: Nationalism,Growth And Debt


In a message dated 4/15/2006 7:15:11 P.M.  Eastern Daylight Time,
[EMAIL PROTECTED] writes:
Louis & I have made  peace, and I'm glad we have. And I've given up on
flamewars; I'm a happier,  saner person than I used to be, and don't
see the point of fighting with  people who are more or less my allies.


Excellent news . Totally agree  with your position, so I hope you understand
my reaction to innuendos.
Now,  where I disagree is with your view of hedge funds:   "Some operate on
a purely automatic basis like this, but lots are run by human beings who
like
to  place large bets. A *lot* of trading is about psyching out the guy on
the
other  side of the trade, or reading
market sentiment."
This, because the  latter style, which certainly exists and handles
billions,
is not in the true  initial spirit of a hedge fund. Having participated in
the mathematical/   stochastic design of a few of them and knowing quite a
few
others who run many  of them, the so  called "Quants",  I guarantee you that
they look down  on the "psych" styles and do not consider them members of
the
same group.  Somehow, due to press coverage, the term "hedge funds" was
extended
and applied  to just to about any regular traditional investment fund. But
the purists  would feel offended to be grouped in such company.
CS de R

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