Publication Type

Conference Paper

Version

acceptedVersion

Publication Date

8-2007

Abstract

This paper evaluates hedge fund performance through portfolio strategies that incorporate predictability in managerial skills, fund risk loadings, and benchmark returns. Incorporating predictability substantially improves performance for the entire universe of hedge funds as well as various subsets based on investment styles. Such out-performance is strongest during market downturns when the marginal utility of consumption is relatively high. Moreover, the major source of investment profitability is predictability in managerial skills. In particular, long-only strategies that incorporate predictable skills outperform their Fung and Hsieh (2004) benchmarks by over 12 percent per year. The economic value of predictability obtains for various rebalancing horizons and is robust to style adjustments as well as adjustments for backfill bias, incubation bias, illiquidity-induced serial correlation, and fees.

Keywords

Hedge Funds, Time-Varying Managerial Skills, Asset Allocation

Discipline

Finance and Financial Management | Portfolio and Security Analysis

Research Areas

Finance

Areas of Excellence

Finance and Financial Markets

Publication

European Finance Association Meeting 2007, August 22-25

First Page

1

Last Page

33

City or Country

Ljubljana, Slovenia

Copyright Owner and License

Authors

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