PivotalPath

Empowering hedge fund investors with actionable data and insights

[Alternatives Watch @altswatchnews]

#Hedgefund strategies are primed to do well in both rising and falling interest rate environments, according to research by K2 Advisors and @PivotalPath. https://t.co/HTwBGJ4GJ0 #interestrates

[PivotalPath @PivotalPath]

As PivotalPath’s CEO notes in this article, “...if you merely treat total-return swaps in the same way hedge funds are already disclosing equity holdings, you would drastically mitigate an Archegos-like fallout from happening again.”

[Steve Matthews @SteveMatthews12]

A rising appetite for risk across a variety of asset markets is stretching valuations and creating vulnerabilities in the U.S. financial system, the Fed said in its semi-annual financial stability report. https://t.co/wDPgeqXz2k via @ctorresreporter @RichMiller28 @economics

[PivotalPath @PivotalPath]

For allocators with the assets to access #hedgefunds directly, transitioning from FoFs makes sense. We’ve empowered many sizable endowments, foundations and pensions through that process. Ask how we can help!

[Maiya Keidan @Mekeidan]

Top Canadian pension manager IMCO re-allocating $3 bln global #hedgefund portfolio https://t.co/uc1OZbxzif

[PivotalPath @PivotalPath]

PivotalPath partners with The Institute for Private Capital https://t.co/b98cn6Xjkc #hedgefunds #research

[PivotalPath @PivotalPath]

Thrilled to partner with The Institute for Private Capital to help demystify an opaque industry that's bigger and better than most people think. That's right, we're talking #hedgefunds @Benzinga https://t.co/ejGllD8S73

[Lydia Tomkiw @lydiatomkiw]

A look at #hedgefunds targeting SPACs, venture funds in the hunt for new markets - "it feels like it’s moving exponentially faster every day" https://t.co/meSy1bzSae

[PivotalPath @PivotalPath]

@DunBradstreet we’ve reached out via several channels to remedy the incorrect info listed on @PivotalPath’s D&B profile. Please advise how best to fix this - thanks!

[PivotalPath @PivotalPath]

Out with the old, in with the new...https://t.co/pHvqV7XyDh

[Liz Ann Sonders @LizAnnSonders]

2020 not year for private equity or art, but investors did well with stocks, wine, classic cars & diamonds [Past performance is no guarantee of future results] @FactSet @SPGlobal @amma_group @PivotalPath #HAGI @eFrontFinancial @Livex @theartmarket

[Institutional Investor @iimag]

The Problem With Quant Funds https://t.co/f19a8UxLWa

[PivotalPath @PivotalPath]

Great speaking with @parmarhema @nishantkumar07 @Burtonkathy about how quant funds have held up this year. Or rather, how they haven’t

[Hema Parmar @parmarhema]

The #hedgefund industry’s swashbucklers haven’t been made obsolete by the machines just yet.

https://t.co/VYRqp5P6sG @Burtonkathy @nishantkumar07

[Institutional Investor @iimag]

How the Fed Saved Credit Funds https://t.co/HfZexIcrHz

[Institutional Investor @iimag]

The Hottest Hedge Fund Strategy of 2020 https://t.co/YoZ8vdyaZ5

[PivotalPath @PivotalPath]

November was the best month for Equity Sector #hedgefunds since 2000, driven in no small part by TMT managers https://t.co/MadH3dQ5ia

[Jesse Felder @jessefelder]

'Investors this year have valued newly public tech companies at a median of 23.9x revenue. For most of the 2010s, the median multiple for a tech company after its first day of trading hovered around 6x.' https://t.co/x5qosRVeRZ

[Liz Ann Sonders @LizAnnSonders]

Hedge funds’ best performance has typically come after elections & returns have been positive & stronger after each one going back to 2000 @PivotalPath @Bloomberg

[PivotalPath @PivotalPath]

Great look at #hedgefund performance pre/post election by Bloomberg’s @parmarhema

[Hema Parmar @parmarhema]

Here's how hedge funds are trading around the election.

“We’ve been obsessing over this for the past three months,” said UBS O’Connor Chief Investment Officer Kevin Russell. 

https://t.co/XgnGR7T1rM w/ @antoniabmassa @KatiaPorzo

[PivotalPath @PivotalPath]

Great look into the relationship between AUM and #hedgefund performance by @nishantkumar07

[Nishant Kumar @nishantkumar07]

Supersized hedge funds are failing their clients during a period of market upheaval that in theory should pose an unprecedented chance to make money https://t.co/6FlfCALuGI

[PivotalPath @PivotalPath]

If there aren’t any other options, then why have investment teams? Can’t imagine the allocators we work with wouldn’t turn a critical eye here

[Leanna Orr @LeannaO]

Apollo investors: "I don't *like* that the CEO paid a notorious convicted pedophile $50m, but what are you gonna do?"

..pull your money?

Investors: lord no
https://t.co/Re6pgLXDqo

[PivotalPath @PivotalPath]

@SecureAuth please DM re: a case study referencing PivotalPath that’s inaccurate. We’ve tried to connect via the form on your site - easily resolved, pls get in touch

[PivotalPath @PivotalPath]

Big thanks to @dealbreaker for mentioning our recent insight on #hedgefund investments in #COVID19 vaccine developers

[dealbreaker @dealbreaker]

Opening Bell: 8.18.20 https://t.co/aOruYjhNah