09 January 2023: Sussex Partners takes a deep dive into the Japanese hedge fund market as part of its annual country survey, now in its 4th year, conducted in conjunction with dedicated private markets publication, AlphaWeek. Sussex Partners' extensive analysis shows that the alpha opportunity presented by Japanese hedge funds remains as strong as ever despite the continuing existence of market specific headwinds. In a detailed feature to accompany the survey, Patrick Ghali presents the evidence for allocating to Japanese hedge funds, a market that deserves more international investor attention in a post Covid world. Click here for the full market overview published by AlphaWeek.
09 January 2022: Patrick Ghali offers perspective in a Reuters article on 2022 performance by global hedge funds which delivered negative returns for the year but still strongly outperformed equities and bond indices. Click here to read the full article.
04 January 2023: Jim Neumann, CIO of Sussex Partners, reflects on the characteristics of a “painful” year for most hedge fund managers and why portfolio protection in the year ahead will remain one requiring caution, exhibited by maintaining and increasing uncorrelated explores not reliant on upward market beta movements. Jim's full analysis can be read here.