2014 Investor Outlook

By Simone Foxman

Wed Jan 15, 2014

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Hedge fund picks from Goldman Sachs, J.P. Morgan, Morgan Creek, GAM, Liongate and others.


Which hedge fund strategies are positioned to succeed in 2014? Absolute Return asked some of the largest allocators to share their views for the year ahead about which hedge fund strategies will do best, which to avoid, and how their portfolios are positioned today.

Kent Clark, CIO of hedge fund strategies at Goldman Sachs Asset Management
  

Kent Clark, chief investment officer of hedge fund strategies at $23.3 billion fund of funds Goldman Sachs Asset Management. Read.

 

 

Michael Hennessy, co-founder of $7 billion fund of funds Morgan Creek Capital Management. Read.

 

 

Jerry Kraus, head of the hedge fund consulting practice at Cambridge Associates, which advises more than $33 billion in hedge fund assets. Read.

 


 

Anthony Lawler, portfolio manager for the fund of funds and customized portfolio division of GAM's Alternative Investment Solutions team.  Read.

 

 

Timothy Ng, managing director at $30 billion investment consultant Clearbrook. Read.

 

 

Jarrod Quigley, managing director at Morgan Stanley Alternative Investment Partners, which manages a $17.5 billion fund of hedge funds. Read.

 


 

Ted Seides, co-founder and co-chief investment officer of $2 billion fund of funds and seeding firm Protégé Partners.  Read.

 

 

Adam Taback, president of the $7 billion Alternative Strategies Group at Wells Fargo & Company. Read.

 

 

Rick Teisch, director of research (U.S.) at Liongate Capital Management, which manages $7 billion in fund of fund and advisory assets. Read.

 

 

Paul Zummo, chief investment manager at $10 billion J.P. Morgan Alternative Asset Management. Read.

 

See also: 2013 Investor Outlook 2012 Investor Outlook: Huge disparities, no shift to small funds