The view from the top

asset allocation

While success in the hedge fund industry may once have been about who-you-know, a wave of funds of funds are focusing on what they know about hedge fund strategies as a whole, and the world in general, to pursue asset allocation and thematic investment ideas when building portfolios.

Those leading the wave, and those providing independent top-down advice, say taking a less manager-specific view can help not just to add returns, but also in marketing and differentiating FoHFs, and in avoiding

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