@PivotalPath

Empowering hedge fund investors with actionable data and insights

 New York, NY
pivotalpath.com/
Joined August 2013
  • Tweets168
  • Following740
  • Followers456
#Hedgefund strategies are primed to do well in both rising and falling interest rate environments, according to research by K2 Advisors and @PivotalPath. alternativeswatch.com/2021/0… #interestrates

Hedge funds vs. inflation - Alternatives Watch

Hedge fund strategies are primed to do well in both rising and falling interest rate environments, according to research by K2 Advisors and Pivotal Path.

alternativeswatch.com
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As PivotalPath’s CEO notes in this article, “...if you merely treat total-return swaps in the same way hedge funds are already disclosing equity holdings, you would drastically mitigate an Archegos-like fallout from happening again.”
Steve Matthews@SteveMatthews126 May 2021
A rising appetite for risk across a variety of asset markets is stretching valuations and creating vulnerabilities in the U.S. financial system, the Fed said in its semi-annual financial stability report. bloomberg.com/news/articles/… via @ctorresreporter @RichMiller28 @economics

Fed Warns of Peril for Asset Prices as Investors Gorge on Risk

A rising appetite for risk across a variety of asset markets is stretching valuations and creating vulnerabilities in the U.S. financial system, the Federal Reserve said in its semi-annual financial...

bloomberg.com
For allocators with the assets to access #hedgefunds directly, transitioning from FoFs makes sense. We’ve empowered many sizable endowments, foundations and pensions through that process. Ask how we can help!
Maiya Keidan@Mekeidan14 Apr 2021
Top Canadian pension manager IMCO re-allocating $3 bln global #hedgefund portfolio reuters.com/article/canada-i…
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PivotalPath partners with The Institute for Private Capital hedgeweek.com/2021/03/11/297… #hedgefunds #research
Thrilled to partner with The Institute for Private Capital to help demystify an opaque industry that's bigger and better than most people think. That's right, we're talking #hedgefunds @Benzinga benzinga.com/pressreleases/2…
A look at #hedgefunds targeting SPACs, venture funds in the hunt for new markets - "it feels like it’s moving exponentially faster every day" fundfire.com/c/3076593/38710…
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Out with the old, in with the new...pivotalpath.com/research-and…
2020 not year for private equity or art, but investors did well with stocks, wine, classic cars & diamonds [Past performance is no guarantee of future results] @FactSet @SPGlobal @amma_group @PivotalPath #HAGI @eFrontFinancial @Livex @theartmarket
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The Problem With Quant Funds spr.ly/6015HVnZH
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Great speaking with @parmarhema @nishantkumar07 @Burtonkathy about how quant funds have held up this year. Or rather, how they haven’t
Hema Parmar@parmarhema30 Dec 2020
The #hedgefund industry’s swashbucklers haven’t been made obsolete by the machines just yet. bloomberg.com/amp/news/artic… @Burtonkathy @nishantkumar07
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How the Fed Saved Credit Funds spr.ly/6011Hr8tb
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The Hottest Hedge Fund Strategy of 2020 spr.ly/6012HuPEk
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November was the best month for Equity Sector #hedgefunds since 2000, driven in no small part by TMT managers pivotalpath.com/research-and…
Jesse Felder@jessefelder14 Dec 2020
'Investors this year have valued newly public tech companies at a median of 23.9x revenue. For most of the 2010s, the median multiple for a tech company after its first day of trading hovered around 6x.' wsj.com/articles/sizzling-te…
Hedge funds’ best performance has typically come after elections & returns have been positive & stronger after each one going back to 2000 @PivotalPath @Bloomberg
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Great look at #hedgefund performance pre/post election by Bloomberg’s @parmarhema
Hema Parmar@parmarhema28 Oct 2020
Here's how hedge funds are trading around the election. “We’ve been obsessing over this for the past three months,” said UBS O’Connor Chief Investment Officer Kevin Russell.  bloomberg.com/news/articles/… w/ @antoniabmassa @KatiaPorzo

Hedge Funds That Planned for Election Chaos See a Blue Wave

For hedge fund managers, preparations for chaos in the U.S. elections are giving way to strategies to capitalize on a sweeping Democratic victory.

bloomberg.com
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Great look into the relationship between AUM and #hedgefund performance by @nishantkumar07
Nishant Kumar@nishantkumar0726 Oct 2020
Supersized hedge funds are failing their clients during a period of market upheaval that in theory should pose an unprecedented chance to make money lnkd.in/edVBdAB
If there aren’t any other options, then why have investment teams? Can’t imagine the allocators we work with wouldn’t turn a critical eye here
Leanna Orr@LeannaO16 Oct 2020
Apollo investors: "I don't *like* that the CEO paid a notorious convicted pedophile $50m, but what are you gonna do?" ..pull your money? Investors: lord no institutionalinvestor.com/ar…
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Big thanks to @dealbreaker for mentioning our recent insight on #hedgefund investments in #COVID19 vaccine developers
dealbreaker@dealbreaker18 Aug 2020
Opening Bell: 8.18.20 dealbreaker.com/2020/08/open…

Opening Bell: 8.18.20

Hedge funds not feeling sick about missing vaccine rally; Jeff Smith hears people are throwing money at SPACs; GM fantasizes about becoming Tesla; and more!

dealbreaker.com
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Appreciate the opportunity to speak with @julie_segal of @iimag about the trade-offs of investing in #COVID19 #vaccine developers
Institutional Investor@iimag17 Aug 2020
Hedge Funds Missed Out as Small Vaccine Companies Surged spr.ly/6016GYqbp
Bigger-than-expected stock rally is sending investors back to hedge funds bit.ly/2VC0foG via InvestmentNews.com
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