Publication Type

Magazine Article

Version

Publisher’s Version

Publication Date

12-2008

Abstract

Many investors, expecting absolute returns, were shocked by the dismal performance of various hedge fund investment strategies in 2008. In this issue of the statistical digest, I review the academic literature on hedge fund risks and conduct some simple analyses. I find that many hedge funds, even those without directional equity exposure, have payoffs that resemble those from writing put options on equity indices. A central theme is that their strategies all involve being short liquidity. Therefore, these hedge funds tend to underperform during liquidity crises, which coincide with extreme bear markets.

Keywords

Hedge funds, hedge fund risks, hedge fund returns, hedge fund performance

Discipline

Finance and Financial Management

Research Areas

Finance

Areas of Excellence

Finance and Financial Markets

Publication

Hedge Fund Insights: Statistical Digest of the BNP Paribus Hedge Fund Centre at SMU

First Page

1

Last Page

11

Publisher

BNP Paribus Hedge Fund Centre, Singapore Management University

City or Country

Singapore

Comments

Listed as Hedge Fund Insights on BNP Paribus Hedge Fund Centre website http://hfc.smu.edu.sg/research/

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