27four Investment Managers
24th January 2014
Opalesque 2014 South Africa Roundtable
While it is impossible to say whether we are at a market high or a market low, but we can look at the scenery and determine if we are in the neighborhood of a high or of a bottom.
Hedge funds follow diverse strategies, and many have very good hedging and shorting skills, so they might become more relevant in the next couple of years as the place to be, relative to the recent history where long-only was a better place to be.
And indeed, South African hedge fund managers are now getting approached by managers who were historically allocating primarily to long only managers.
Read the Opalesque Round-table Report featuring 27four’s Claire Rentzke HERE.