S. investments were all up at least 5% with a range of 4-16% profitability. The four U.S. investments that declined averaged 10% with the largest being General Motors with a decline of approximately 23%.
General Motors was affected by industry risk, when the entire automotive industry was perceived as losing sales due to the mortgage crises being felt in the U.S. And elsewhere. Since an vehicle is a big-ticket purchase many experts believe that General Motors, along with other car makers, will suffer as individuals cut back on their purchases in order to afford the rising home expenses.
POTFOLIO PERFORMANCE
The best performer for the portfolio was Amarin which made a nice profit after only 30 days, while sharing honors for the worst performing investments in the portfolio were the two Chinese firms Sinopec and COSCO, with the third Chinese firm in hot pursuit of that dubious honor.
RECOMMENDATIONS
Recommendations for this portfolio are that the investment period be extended (if possible) in order to allow for time to heal all wounds. The Chinese stocks that were adversely affected can recover since their financials are still the same when the stocks were purchased. In fact, it could be a good time to dollar cost average on those three investments by purchasing additional shares at this lower cost.
The same scenario...
When looking at risk, the fund does have a beta higher than that of its large cap blended peers. The beta of the fund is roughly 1.23 as compared with a beta of 1.04 for many of its peers. This can be attributed to the large concentration in financial stocks which tend to have high betas relative to the market. This is to be expected as financial shares raise disproportionately
Unfortunately, determining which fund to go with for a retail investor is difficult, as there are many unscrupulous fund managers who might seek to take advantage of the fact that they are playing with other people's money and making (at least) the management fee. This can lead even scrupulous hedge fund managers to take unnecessary risks. The danger of hedge funds being mismanaged truly cannot be overstated. For example, Bernie
Risk Management in Hedge Funds A research of how dissimilar hedge fund managers identify and achieve risk The most vital lesson in expressions of Hedge Fund Management comes from the inadequate name of this kind of alternative investment that is an alternative: The notion that all methodical risks are differentiated away is not really applicable here, with the Hedge Fund returns, in realism, representing a mixture of superior administration of market
International Mutual Funds Mutual Funds, the dynamic market: The business of mutual funds changes continuously and one of the things that is done is to replace the manager of the portfolio, or even change the investment strategy for the fund. If the fund has been badly affected, the practice is to stop buying the risky growth stocks and instead buy the slower industrial and consumer stocks. This is the situation now at
The investors have responsibility to invest based on the social needs. The retail investor, can for example is thus a person who buys socially responsible unit trusts or mutual funds. Actually the investment that is being touted as responsible investment is the work of socially beneficial institution like pension funds, and some charitable foundations. Normally the institutional investors do not enter the socially responsible investment scenario. Of late however
2.3: Theme I: This study's first theme defines hedge funds and presents a synopsis of their history. 2.4: Theme 2: Ways hedge funds compare to mutual funds are noted in this section, this study's second theme. 2.5: Theme 3: segment denotes techniques hedge funds utilise in investing. 2.6: Theme 4: A number of ways rising and falling markets impact hedge funds, this section's theme links to the thesis statement for this thesis/Capstone. 2.7: Analysis:
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