hedge fund strategies

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement May 29, 2023 by Adam Blitz · across every show →

Everything said about hedge fund strategies, oldest first

May 29, 2023 positive
Insight
Blitz: Hedge fund return expectations increase linearly with short-term rates
“I think the total return expectation for most hedge fund strategies, like Craig said, has gone up linearly with a level of short rates, even without any change in skill from the manager perspective”
Adam Blitz May 29, 2023 ▶ 14:02 Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)
Jul 27, 2026 bullish
Disclosure
NYU uses high-leverage, trading-oriented hedge funds for its absolute return bucket
“One is on the hedge fund side, where when I was at the Mellon Foundation, we were relatively early to underwriting hedge fund strategies that are more trading oriented, that run higher levels of leverage, where you don't have necessarily a single persistent so…”
Michelle Knudsen Jul 27, 2026 ▶ 34:42 Rebuilding the NYU Endowment – Michelle Knudsen (EP.513)
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