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Hedge Funds: the Good, the Bad, and the Ugly

Alfred Winslow Jones started hedge funds inhedge funds be registered with the SEC. If
1949. He was a pioneer of non-traditionalthis continues and is successfully
investment strategies. "Non-traditional"implemented, then all of the advantages to
categorizes hedge funds quite accurately.secrecy  will  be  lost.
Hedge funds have the potential to make an
investor quite a bit of money, but many doOne negative aspect of the non-regulation of
not understand the nature of hedge funds.hedge funds is the fact that there are no
Hedge funds have undergone skepticism becauseofficial hedge fund statistics. Most hedge
they do not have to disclose their activitiesfund holders are large companies and so
to  third  parties.little is knows about their financial
movements. Hedge funds are based in offshore
Hedge funds can be quite profitable if anjurisdictions, making them seem even more
investor uses the best techniques. Onesuspicious. Unlike mutual funds that have a
technique is risk arbitrage. Basically,base in large cities like New York, Hedge
buying stocks in a company that is in theFunds are based in places like Bermuda,
process of a merger and acquisition.Cayman Islands, and the Virgin Islands. It
Companies announce a specific price the daymay seem strange to call your fund manager in
of the merger, so if the stock is under theBermuda rather than to call someone in New
stated value before the day of the merger, itYork  City.
is a relatively safe plan to buy and wait.
This does pose some risk, because someAnother negative aspect of hedge funds is
mergers  do  not  go  through.their high price tag. Hedge funds seem to be
more suited for large businesses and
Hedge funds are very secretive and do notcompanies that are merging than they are
have to disclose their activities to thirdsuited for the average worker. Hedge funds
parties. This allows hedge funds to be freeusually require an extravagant amount of
from the regulations that mutual funds havemoney for initial purchase. If someone does
to adhere to. This can be considered ashave the money, however, they can gain even
beneficial because fund managers will performmore money with this sometimes high-risk
better because they see a direct profit fromventure.
the success of the fund. In mutual funds,
this is not so. Also, large companies canHedge funds have the potential to help an
move undisclosed amounts of money and gaininvestor gain quite a bit of money. However,
significantly without authorities noticing.hedge funds undergo a great amount of
Actual numbers are not known, but HFRscrutiny because of the lack of regulations
(hfr.com) reported that at the end of theand the general secrecy surrounding hedge
second quarter in 2003, there were 5660 hedgefunds. Hedge funds are based offshore and
funds managing $665 billion dollars aroundhave been rumored to hold as much as $665
the world. The sheer magnitude of this numberbillion. Some reports even state that at one
is shocking, but demonstrates the massivepoint, 39 firms were managing hedge funds
profits that can be made from successfulworth $1.1 trillion. These startling numbers
hedge fund strategy. Unfortunately forshow that hedge funds can be quite lucrative.
secretive businesses that enjoy the secrecy
of hedge funds, the U.S. Securities andJenny Delinga writes about a variety of
Exchange Commission is attempting tofinancial topics, but prefers to write about
successfully implement the requirement thathedge funds.



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