Hedge Funds

Overview

With a wide range of advanced trading strategies, methodologies and participation in non-traditional markets, hedge funds offer a level of diversification for client portfolios that is often difficult to source or implement elsewhere within alternative investments. With this in mind, HELMS actively hand-picks top-performing hedge funds to add value to its alternative allocation and strengthen performance results.

Why Include Hedge Funds as Part of Your Portfolio

• Hedge funds offer a broad opportunity set, with fewer restrictions on investments.
• Investments that are less correlated to traditional markets — meaning investors may be less impacted by market extremes or volatility. Funds often carry a beta of less than 1.
• Hedge funds employ trading strategies that seek out market inefficiencies and over-priced securities, allowing highly skilled managers to add significant value over time.

Fund Strategies We Consider for Placements

• Equity — Long/Short
• FX — Long/Short
• Managed Futures
• Global Macro
• Distressed Debt
• Multi-Strategy
• Arbitrage — Fixed Income, Relative Value, Convertible
• Credit Funds

A Mainstay of Alternative Investments

Hedge funds are a key mainstay of alternative investments, having grown steadily to over USD 3 trillion in industry assets spread across roughly thousands of funds. These span a wide variety of distinct strategies and methodologies — and by combining different strategies with a broad diversity of return drivers, our goal is to build sustainable, risk-adjusted portfolios that show steady, superior income streams alongside diversifying returns.