Topic: Diversifying Strategies

Jay Willoughby, CFA, CIO of TIFF Investment Management, was featured in FIN News sharing how private equity and hedge funds may help endowment portfolios under fiscal pressure, including tax burdens and federal funding cuts.

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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 an offer or advertisement of TIFF’s investment advisory services or investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.

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On June 12, 2024, TIFF hosted a one-hour webinar centered on the white paper titled, “Here Comes the Sun – The Rise of Hedge Fund Performance” hosted by Zhe Shen, CFA, and Fiona Chow, CFA.

During the webinar, Shen and Chow discussed how the recent aggressive rate hikes have reintroduced dispersion into stock and bond markets, creating an environment where hedge funds can shine. With hedge funds outperforming for four consecutive years, it may be time for investors to reconsider their importance in a diversified portfolio.

Read the white paper, click here.

Watch the webinar recording, click here.

This webinar is for general 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. The asset classes discussed may not be suitable for all investors. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities. Past performance does not guarantee future results. All investments are subject to risk, including the possible loss of principal.

The recent period of aggressive rate hikes returned dispersion to stock and bond markets – and created an environment where hedge funds could shine. After four years of outperformance by hedge funds, we believe that it is time for investors to revisit this asset class and recognize the key role it plays in a diversified portfolio.

In this paper, we will examine the dynamics that have propelled hedge fund outperformance since the pandemic and place it in historical perspective; share how we construct hedge fund portfolios in ways that we believe allow us to capture the greatest benefit from this asset class; and give insights into our approach to the challenging task of manager selection.

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.

Zhe Shen, TIFF’s Managing Director of Diversifying Strategies, discusses the benefits of short rebates to hedge fund returns and points out that investors are reconsidering the fees associated with cash management.

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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 an offer or advertisement of TIFF’s investment advisory services or investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.

Zhe Shen, TIFF’s Managing Director of Diversifying Strategies, underscores the significance of manager selection within hedge funds. Additionally, Shen highlights the potential for specialist managers and public credit, particularly in the high-yield space, to perform well in 2024.

Read the full article here.

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 an offer or advertisement of TIFF’s investment advisory services or investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.