Hedge Funds / Fund of Funds
Shields Associates' hedge fund analysis addresses all aspects of a manager and does not rely on performance as the main driver for selection. We believe risk management and appropriate fit within a client portfolio are as important as performance analysis.
Our team meets with hundreds of single-strategy, multi-strategy, and fund of hedge fund managers annually as part of our commitment to an effective due diligence process. We keep abreast of both investment opportunities and potential problems. Since hedge funds are largely unregulated, Shields' experience and personal contacts are extremely important. As mergers and acquisitions become increasingly prevalent in the hedge fund industry and as key professionals switch firms with greater frequency, our knowledge sets us apart.
A representative list of strategies and managers we currently monitor includes:
| Strategies | # Managers |
| Capital Structure | 142 |
| Currency Trading | 36 |
| Distressed Securities | 90 |
| Emerging Markets | 439 |
| Event Driven | 277 |
| Health Care | 86 |
| Long/Short Equity | 1,078 |
| Macro | 76 |
| Merger Arbitrage | 78 |
| Relative Value | 524 |
| Technology | 116 |
