4Q 2024 Unlimited Hedge Fund Barometer
4Q 24 Hedge Fund Strategy Performance, Gross of Fees Summary Commentary Hedge Fund performance in 4Q24 was modestly positive with many Event Driven and Global Macro managers benefitting from positioning favoring Trump’s election in November while Emerging Market managers saw declines particularly as the hoped-for Chinese stimulus failed to materialize. Heading into ’25, fund managers […]
Curb Your Enthusiasm
Expectations for the US economy coming into a new year have not been this high in quite some time and Asset markets have fully priced in this exuberance.