Hedge Funds
Returns that keep their own company.
Diversifying strategies that aim to perform independently of equities and bonds, and to protect capital in the moments that matter most.
Strategy
The point is not more return. It is different return.
A hedge fund allocation is not held to beat the stock market in a good year. It is held for a subtler purpose: to earn a return that does not depend on markets rising, and to cushion a portfolio when they fall.
Used well, these strategies improve a portfolio's resilience. They tend to move to their own rhythm, so that when equities and bonds struggle together, a well-chosen hedge allocation can hold its ground and provide the liquidity to act.
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The strategies
Four ways to earn a different return.
Global macro
Positioning around interest rates, currencies and economies, able to profit whether markets rise or fall.
Equity long-short
Owning strong companies and selling weak ones, aiming to earn from selection rather than market direction.
Relative value
Exploiting small, well-understood pricing gaps between related securities, with tightly controlled risk.
Event-driven
Investing around mergers, restructurings and corporate events, where outcomes depend on situations, not sentiment.
The role it plays
Judged by behaviour, not headline return.
We select hedge strategies for how they behave, especially in difficult markets. The illustrative profile below shows what we look for: meaningful independence from equities, and shallower losses when markets fall sharply.
Illustrative characteristics we seek, not a forecast. Hedge strategies carry risk and can lose money.
Suitability & risk
What to weigh before allocating.
Complexity
These strategies are sophisticated. Understanding what a manager does, and why, is essential before investing.
Manager dispersion
The gap between good and poor managers is wide. Selection and diligence dominate outcomes.
Liquidity terms
Access to your capital is periodic, not daily. Liquidity must be planned for elsewhere.
No guarantees
A hedge is a design intention, not a promise. These strategies carry real risk and can lose money.
Questions
What clients ask us first.
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Add resilience to your portfolio.
Speak with a specialist about the role diversifying strategies could play for you.