Author: Amy Paterson

On June 12, 2024, TIFF hosted a one-hour webinar centered on the white paper titled, “Here Comes the Sun – The Rise of Hedge Fund Performance” hosted by Zhe Shen, CFA, and Fiona Chow, CFA.

During the webinar, Shen and Chow discussed how the recent aggressive rate hikes have reintroduced dispersion into stock and bond markets, creating an environment where hedge funds can shine. With hedge funds outperforming for four consecutive years, it may be time for investors to reconsider their importance in a diversified portfolio.

Read the white paper, click here.

Watch the webinar recording, click here.

This webinar is for general informational purposes only and constitute neither an offer to sell nor a solicitation of an offer to buy securities. These materials also do not constitute investment, legal or tax advice. The asset classes discussed may not be suitable for all investors. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities. Past performance does not guarantee future results. All investments are subject to risk, including the possible loss of principal.

In this interview, Chris Anderson from TIFF Investment Management’s Private Markets team provides insight into TIFF’s role as capital providers to independent sponsors. Anderson discusses TIFF’s journey, the evolving landscape of independent sponsorship, and the nuanced considerations guiding their partnerships with emerging sponsors in the lower-middle market.

Read the interview

The materials are being provided for informational purposes only and constitute neither an offer to sell nor a solicitation of an offer to buy securities. These materials also do not constitute investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.

The recent period of aggressive rate hikes returned dispersion to stock and bond markets – and created an environment where hedge funds could shine. After four years of outperformance by hedge funds, we believe that it is time for investors to revisit this asset class and recognize the key role it plays in a diversified portfolio.

In this paper, we will examine the dynamics that have propelled hedge fund outperformance since the pandemic and place it in historical perspective; share how we construct hedge fund portfolios in ways that we believe allow us to capture the greatest benefit from this asset class; and give insights into our approach to the challenging task of manager selection.

The materials are being provided for informational purposes only and constitute neither an offer to sell nor a solicitation of an offer to buy securities. These materials also do not constitute investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.