currencies

Investment Strategy

David Hobart’s unique state of mind

For hedge fund manager David Hobart it’s all about getting one’s head in the right space. That means getting rid of “flawed and reactive” feelings that may interfere with objective investment decisions. Hobart needs to meditate, not in the conventional sense of sitting on the beach and, in his words, adopting the lotus position. What […]
Hedge Funds

Currency alpha is only for the careful

Foreign exchange has been a rare source of positive return recently, but investors shouldn’t expect a dazzling choice of managers, writes The Cambridge Strategy’s chief executive PETE HENRICKS. One of the few asset classes to perform in recent times has been foreign exchange. Managers in this space have delivered positive returns to investors, whether wholesale […]
Hedge Funds

Currency alpha is only for the careful

Foreign exchange has been a rare source of positive return recently, but investors shouldn’t expect a dazzling choice of managers, writes The Cambridge Strategy’s chief executive PETE HENRICKS. One of the few asset classes to perform in recent times has been foreign exchange. Managers in this space have delivered positive returns to investors, whether wholesale […]
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