Lance on Nov 05 2009 | Filed under: Absolute Return, Alternative strategies, Arbitrage
At the end of last year, my opinion was the fattest pitch in investing over the near term was convertible arbitrage. The downside seemed very limited, the upside large and unlikely to correlate with the market. Well, it did correlate with the market, at least once the market turned. In essence everything did. Before that, [...]
Lance on May 05 2008 | Filed under: Alternative strategies, benchmarks
That is All About Alpha’s assessment of 130/30 funds (definition here.) Which seems about right to us.
Few active managers, even if they actually outperform their benchmarks, can overcome the expenses associated with doing so. The reason is not necessarily that they cannot do a good enough job of picking investments that can outperform, but that [...]
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