much cheaper fees basically.  it's a product for people who want exposure to
the kind of risk-return profile that hedge funds give you, but who think
that the actual hedge funds are overcharging for what they do and sucking
all the outperformance out in fees.

best
dd

-----Original Message-----
From: PEN-L list [mailto:[EMAIL PROTECTED] Behalf Of Jayson
Funke
Sent: 10 September 2007 21:11
To: [email protected]
Subject: Re: Hedge Fund Clones


What is the advantage of investing in a HF clone versus an HF?

Jayson Funke

Graduate School of Geography
Clark University
950 Main Street
Worcester, MA 01610


-----Original Message-----
From: PEN-L list [mailto:[EMAIL PROTECTED] On Behalf Of Daniel Davies
Sent: Monday, September 10, 2007 3:56 PM
To: [email protected]
Subject: Re: [PEN-L] Hedge Fund Clones

yeah, me.  what do you wanna know?  It's a somewhat fashionable idea at the
moment.  The theory is that you can replicate the performance of the hedge
fund indices to within a reasonable error with a fairly simple regression
model, trading futures to replicate hedge fund performance on the cheap.
the problem appears to be, as we've discovered recently, that there are
plenty of periods during which a "reasonable error" in a regression model is
not so darn reasonable.  It's actually reasonably sensible to have a
quantitative futures trading strategy of some sort or other in your
portfolio if you're a big and risk-tolerant investor, but this "hedge fund
replication" thing is more branding than finance IMO.

best
dd

-----Original Message-----
From: PEN-L list [mailto:[EMAIL PROTECTED] Behalf Of Jayson
Funke
Sent: 10 September 2007 20:06
To: [email protected]
Subject: Hedge Fund Clones


Anyone on PEN-L familiar enough with hedge funds to comment on this?

http://usa.terrapinnmedia.com/go.asp?/bTUS001/mLJUC44/uII0Z4/xFG1Q4


Jayson Funke

Graduate School of Geography
Clark University
950 Main Street
Worcester, MA 01610

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