Mike in the Midwest's Comments Mike in the Midwest's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/1217/comments Study Finds Few Hedge Funds Pocket Mythical '2 and 20' http://seekingalpha.com/article/125823-study-finds-few-hedge-funds-pocket-mythical-2-and-20?source=feed#comment-425201 425201
Has this guy ever read a PPM? 99% of funds can waive or reduce management & performance fees for strategic (read: large) investors. The problem was that during the HF boom it was a "seller's market" and funds could take a hard line on fees. Nowadays, If a large institutional investor plays hard ball on the fee structure there is a good chance the fund will make some concessions.

While the chart is informative, I'd really like to see the data broken out by fund size.
]]>
Fri, 13 Mar 2009 19:58:38 -0400
Has this guy ever read a PPM? 99% of funds can waive or reduce management & performance fees for strategic (read: large) investors. The problem was that during the HF boom it was a "seller's market" and funds could take a hard line on fees. Nowadays, If a large institutional investor plays hard ball on the fee structure there is a good chance the fund will make some concessions.

While the chart is informative, I'd really like to see the data broken out by fund size.
]]>
When Greed Is Good http://seekingalpha.com/article/119392-when-greed-is-good?source=feed#comment-381904 381904 Tue, 10 Feb 2009 01:17:08 -0500 Return to Aggbank http://seekingalpha.com/article/119042-return-to-aggbank?source=feed#comment-378230 378230 Fri, 06 Feb 2009 10:14:38 -0500 The End of Behavioral Finance http://seekingalpha.com/article/117124-the-end-of-behavioral-finance?source=feed#comment-369479 369479
I don't mean to sound disingenuous; I agree with most of your posts, but this one just sounds like you had something to get off your chest. Hard to blame anyone though in this environment.]]>
Thu, 29 Jan 2009 00:49:29 -0500
I don't mean to sound disingenuous; I agree with most of your posts, but this one just sounds like you had something to get off your chest. Hard to blame anyone though in this environment.]]>
Good Point, Merkel, But Rating Agencies Are Still to Blame http://seekingalpha.com/article/113756-good-point-merkel-but-rating-agencies-are-still-to-blame?source=feed#comment-356597 356597 Thu, 15 Jan 2009 11:17:58 -0500 Morningstar Analysts: Confused On Fair Value? http://seekingalpha.com/article/24246-morningstar-analysts-confused-on-fair-value?source=feed#comment-80117 80117 Tue, 16 Jan 2007 08:59:21 -0500 Protecting Against a Dollar Decline http://seekingalpha.com/article/19775-protecting-against-a-dollar-decline?source=feed#comment-73012 73012 Thu, 02 Nov 2006 18:49:48 -0500