Andrew Beer on the Hedge Fund Industry (Podcast)
Masters in Business
00:00
Hedge Funds - The New Golden Age of Hedge Investing
Hedge funds got a lot of things right last year so they but by the way to understand positioning they went in with the tech bias um into 2020. But then they didn't cut risk in the drawdown and as we started coming back uh in the second quarter they bought into the recovery. They were adding risk as the market came back and then really interestingly we started to see a pivot where tech stocks became more risky. hedge funds are now pivoting towards emerging markets, small cap stocks and non-US developed companies.
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