Stenham has made quite a skill out of making decisive and far-sighted decisions at the right time. Back in 1987 when long-only markets headed south, Stenham's management decided to forego long-only completely in favour of multi-manager hedge fund portfolios.
When many still laid wreaths on the 'death-bed' of inflation, Stenham was preparing for the potential for inflation's resurrection, and noting the protective FoHF-linked measures investors could take to ward against it. (See Edwin Wulfsohn, R
The week on Risk.net, December 2–8, 2017Receive this by email