In this episode of The Derivative, Jeff Malec sits down with Jon Caplis, CEO of Pivotal Path, to dive deep into the world of hedge funds. They explore current performance trends across strategies like equity quant, global macro, and multi-strategy funds, unpack the challenges of hedge fund data collection, and discuss how sophisticated investors are approaching alternative investments. Caplis shares insights from tracking over 3,000 hedge funds representing $3 trillion in capital, revealing surprising trends in performance, investor interest, and the evolving landscape of hedge funds. Plus a look at talent, capacity, and changing dynamics in multi-strat funds .. SEND IT!
Chapters:
00:00-00:55= Intro
00:56-06:48=Bridging the Gap: Exploring Pivotal Path's Unique Approach to Hedge Fund Research
06:49-22:18= Performance Trends and Correlation Complexities: Navigating Hedge Fund Strategies
22:19-29:13= The Evolution of Multi-Strategy Funds: Talent, Capacity, and Changing Dynamics
29:14-42:44= Separate Accounts and Portable Alpha: Unlocking the Future of Hedge Fund Investing
42:45-58:37= Talent, Capacity, and Global Expansion: Insights into the World of Multi-Strategy Hedge Funds
58:38-01:02:21= Going down the rabbit hole in Pakistan
From the episode:
Follow along with Jon on LinkedIn and X @JCaplis and be sure to check out pivotalpath.com for more information!Don't forget to subscribe toThe Derivative, follow us on Twitter at@rcmAlts and our host Jeff at@AttainCap2, orLinkedIn , andFacebook, andsign-up for our blog digest.
Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visitwww.rcmalternatives.com/disclaimer
