We believe it’s time for investors to warm up to hedge funds again, especially given their four-plus–year run of outperformance:

• From 2008 to 2019, we experienced a period of declining or very low interest rates
  • Hedge funds struggled to keep pace with rising stock prices and strong fixed income markets
• We believe those headwinds have become tailwinds
  • The Fed’s policy tightening in 2022 restored volatility to stocks and bonds – and dispersion in both markets
• Dispersion provides the fuel for good hedge funds to generate superior returns
  • Hedge funds have outperformed bonds from 2020 through 2024 year to date

Against this backdrop, in this webinar we will:

• review hedge fund performance since the pandemic
• place it in historical context
• review the process of building a hedge fund portfolio of hedge funds
• and share how we think about selecting the right managers

Note: This webinar is based on the white paper, “Here Comes the Sun – The Rise of Hedge Fund Performance“, published May 29, 2024.

The materials are being provided for informational purposes only and constitute neither an offer to sell nor a solicitation of an offer to buy securities. These materials also do not constitute investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.