Institutional Investors

We recognize that institutional investors have needs that are different than those of most individual investors. Because their allocations tend to be larger than those of individual investors, institutions need to work with larger hedge funds. Institutional investors also deal with different tax issues. You’ll find information here that addresses your needs.

Included in this section are several useful articles, five-year Index returns on larger hedge funds and the results of a study showing the effect of adding hedge funds to a traditional portfolio.

In an earlier section, About Hedge Funds, you can review additional useful information such as statistics on the outperformance of hedge funds in down S&P 500 quarters; About Hedge Funds also contains three articles for institutional investors: