Can the Hedge Fund ETF Actually Deliver? [View article]
Maybe this is the fund that's going buy up all those toxic assets? Better keep on eye on those allocations. Before you know it, it will be 100% allocated to Fannie/Freddie and a bunch OTC REITs. Not to mention double long dollar and long TLT. And to make it look like a hedge fund, short SRS.
Can the Hedge Fund ETF Actually Deliver? [View article]
What?
On Mar 27 09:44 AM Tom Schumacher wrote:
> I think the jury is still out on these hedge fund replication strategies. > A fund investing in mostly fixed income should outperform an equity > index. Is that really a surprise? So we have to pay 75 bps to get > "factor-based analysis" which is really just a highly diversified > portfolio. I can replicate a portfolio with 75% Fixed Income using > ETFs for free. > > Search the universe of ETFs and CEF: etfdesk.com
Can the Hedge Fund ETF Actually Deliver? [View article]
Can the Hedge Fund ETF Actually Deliver? [View article]
On Mar 27 09:44 AM Tom Schumacher wrote:
> I think the jury is still out on these hedge fund replication strategies.
> A fund investing in mostly fixed income should outperform an equity
> index. Is that really a surprise? So we have to pay 75 bps to get
> "factor-based analysis" which is really just a highly diversified
> portfolio. I can replicate a portfolio with 75% Fixed Income using
> ETFs for free.
>
> Search the universe of ETFs and CEF: etfdesk.com