Hedge fund strategy map

A comparison framework for mandates before funds are placed in the same peer group.

Compare like with like

Global macro, quantitative, activist, event-driven, credit, value, and multi-strategy funds can have different instruments, holding periods, leverage, liquidity, and capacity.

Treat labels as a starting point

A broad strategy name does not define the actual risk process. Review the fund mandate, implementation, constraints, portfolio construction, and source date.