Publication Type

Journal Article

Version

Postprint

Publication Date

3-2011

Abstract

Duplicate, see https://ink.library.smu.edu.sg/lkcsb_research/1867/. This paper evaluates hedge fund performance through portfolio strategies that incorporate predictability based on macroeconomic variables. Incorporating predictability substantially improves out-of-sample performance for the entire universe of hedge funds as well as for various investment styles. While we also allow for predictability in fund risk loadings and benchmark returns, the major source of investment profitability is predictability in managerial skills. In particular, long-only strategies that incorporate predictability in managerial skills outperform their Fung and Hsieh (2004) benchmarks by over 17 percent per year. The economic value of predictability obtains for different rebalancing horizons and alternative benchmark models. It is also robust to adjustments for backfill bias, incubation bias, illiquidity, fund termination, and style composition.

Keywords

hedge funds, predictability, managerial skills, macroeconomic variables

Discipline

Finance and Financial Management | Portfolio and Security Analysis

Research Areas

Finance

Publication

Journal of Financial Economics

Issue

3

First Page

672

Last Page

692

ISSN

0304-405X

Identifier

10.1016/j.jfineco.2010.10.003

Publisher

Elsevier

Additional URL

https://doi.org/10.1016/j.jfineco.2010.10.003

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