Similar to the Investment Summary report, the Hedge Fund Summary report provides a concise, one-page overview of an investment. This report provides some information specific to hedge funds and focuses on the unique characteristics of this investment type.
Begin your in-depth research with all the important information at your fingertips.
Conveniently compare hedge funds to other investments and one another with this easy-to-follow report. Report format is consistent with the format of the Investment Summary report, so key elements are easy to locate and compare.
Benchmark may be customized.
Establish a firm understanding of the fund's basic qualitative characteristics by reviewing the fund's strategy, manager profile, operational data, current and historical leverage, and contact information.
Evaluate the fund's total return on a cumulative, trailing, and calendar year basis. More importantly, put performance information in perspective by assessing returns relative to benchmark and category.
Understand additional performance and risk characteristics such as range, volatility, and consistency. The fund's historical monthly returns are shown to help you assess the fund's performance in various markets.
Focus on the fund's risk/reward characteristics by evaluating volatility measurement statistics as well as relative risk and risk-adjusted performance ratios.