In this edition of The Hedge, we look at September sector performances and a few of the stories that have been doing the rounds, notably the greater interest in private investments in the hedge fund world. For this, we drill a little deeper into New York based Tiger Global.
We look at funds that have profited from carbon and energy price rises, pick out some of the activist campaigns, Petershill IPO, crypto updates, SALT, ESG and much more.
We are very lucky this month to have two excellent guest written pieces.
The first by Vincent Molino, Head of Risk and Risk Management Solutions, Northern Trust Front Office Solutions, writing about the very real impact that digitisation is having on the hedge fund market, this includes AI, machine learning and cloud-based tech, and how this is changing the way that we are running funds.
The second from Tom Rutherford of LOTUC consulting, who writes about the difficulties faced in the ESG market. He rightly believes that the very absence of mandatory disclosure regulations, the arms race between data providers to provide sustainable data and the use of ESG to market a fund(s), are making it difficult for investors to navigate. Europe, he makes the case, carries the baton to sort this out…
In the marketing segment, we look at the importance of brand equity, something that we feel is most certainly lacking in the hedge fund space.
To round of this edition, Matt Raver from RQC Group provides a comprehensive look at regulatory enforcements and picks-out a selection of interesting case studies.