Travers, Frank J.

Hedge Fund Analysis: An In-Depth Guide to Evaluating Return Potential and Assessing Risks

Travers, Frank J. - Hedge Fund Analysis: An In-Depth Guide to Evaluating Return Potential and Assessing Risks, ebook


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ISBN: 9781118237564
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A detailed, step-by-step book covering the entire hedge fund evaluation process

Investing in hedge funds is different from investing in other asset classes. There is much less publicly available information about hedge funds performance than there is about mutual funds or individual stocks. Consequently, investing in this class requires more sophisticated investment knowledge, greater due diligence, and, in many cases, a better-developed ability to evaluate investment managers.

Hedge Fund Analysis provides a broad framework of how to approach this endeavor, from initial screening to analytical techniques, interviewing skills, and legal and contract negotiations. Along the way, it demonstrates a variety of mechanisms for monitoring and tracking hedge funds and the underlying hedge fund portfolios—explaining each stage of the process in minute detail and providing specific examples which fully explain the opportunities and challenges you'll face each step of the way.

  • Provides a detailed look at how to source hedge funds, screen through them, and rank their strengths and weaknesses
  • Lays out a thorough process for evaluating funds, from initial interviews to performance analysis to onsite meetings
  • Reveals what questions to ask by strategy in order to understand the underlying risk factors associated with each
  • Highlights non-investment analysis, including operational due diligence and risk management, as integral elements in the process

Written by a financial professional with over twenty years of experience conducting investment manager due diligence, this book will put you in a position to make more informed decisions when investing in hedge funds.

Keywords: Institutional & Corporate Finance, frank travers, screening hedge funds, hedge fund analysis, hedge fund due diligence process, hedge fund due diligence, due diligence, evaluating hedge funds, monitoring hedge funds, tracking hedge funds, interviewing hedge fund managers, source hedge funds, hedge fund performance analysis, hedge fund performance, rank a hedge fund, hedge fund strength, hedge fund weakness, hedge fund strategies, hedge fund risk, hedge fund performance optimization, long/short, operational due diligence, scoring model, alternative investments, quantitative analysis, hedge fund risks, hedge fund risk, portfolio management, fund of fund, hedge fund of fund, fund of hedge fund, hedge fund history, long bias, convertible arbitrage, global macro, CTA, commodity trading advisor, relative value, short bias, fixed income arbitrage, equity market neutral, merger arbitrage, activist strategy, distressed strategy, high yield strategy, multi strategy, risk arbitrage, activist fund, hedge fund alpha, hedge fund beta, hedge fund fraud

John Wiley and Sons, Inc.
Publication year
Wiley Finance
Page amount
384 pages
Printed ISBN

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