February 2017

Skepticism about Hedge Funds for Taxable Investors

Posted Feb 02, 2017  |  By Bill Jennings

Hedge funds come in a variety of shapes and sizes.  Some provide exposure to equities, others to fixed income, others to arbitrage opportunities and others to virtually anything under the sun.  Some strategies are designed to deliver excess returns, others to mitigate risk and others seek to do both.  Despite the vast array of investments and strategies, hedge funds typically have two common traits: high fees and a heavy tax burden.  For these reasons and more, we remain skeptical on the value these alternative investments bring to our client portfolios.  Please take a few minutes to read our perspective on hedge funds courtesy of William W Jennings, CFA, PhD, 7258 Director of Research.

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