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What is a "hedge fund"??????

16 replies

ssd · 28/04/2006 08:06

Keep reading about these in the Sunday Times, what is it exactly?

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panicpants · 28/04/2006 08:10

Absolutely no idea!

But this will bump it for you.

NotQuiteCockney · 28/04/2006 08:16

I think it's a fund that deals mostly in derivatives. Derivatives are used to hedge risk, hence the name.

Derivatives are like bets on currencies or stocks. For example, a normal option, say, gives you the right to buy a share of BT on a particular date at a particular price. So if the share is worth more than that particular price on that date, the option is worth somthing. If the share is worth less than the bet price on that date, the option is worth nothing.

brimfull · 28/04/2006 08:34

did you read jeremy clarkson's column in sunday timees?about hedge funds !
still don't have a clue

kitegirl · 28/04/2006 09:03

They are unregulated investment funds, can invest in anything they like: any asset class (equity, stocks, bonds, gold, property, pork bellies..), buy shares that they don't own (ie. borrow the money for it even many times over), invest in derivative instruments (options, futures, all variations of these...), etc. Not like your average pension fund which is regulated.

Very high risk but potentially high rewards. Not accessible for ordinary individuals unless qualified to understand the risks (if you are a financial market professional for example). But your pension fund can invest in them and they increasingly do!

Bugsy2 · 28/04/2006 09:28

ssd, hope you are ready for this.....
The term hedge fund comes from the phrase "to hedge one's bets", and refers to the practice of balancing out transactions so that no matter how the market performs, a profit can still be made.

Originally, a hedge fund was a fund that sold some stocks short, and bought other stocks (long). By doing this, the overall value of buying and selling balances out, so eliminating heavy losses due to large market swings. Profit gains in a hedge fund rely on the manager choosing appropriate stocks and acting on them at the best time.
Hedge funds have evolved to include a number of strategies. Generally, the term hedge fund now refers to any mostly unregulated fund using unconventional methods of investing. Some common hedge fund strategies include: trading stock options and bonds, the purchase or sale of highly undervalued securities, and arbitrage. Most hedge funds also have the status of partnerships, rather than the corporate model of other funds.
A common hedge fund strategy is buying shares in a company that is in the midst of a merger and acquisition — in this case there is a guaranteed profit if the merger does complete, with the only risk being that the acquisition will fail. This strategy, often used in tandem with selling shares of the company doing the acquiring, is known as risk arbitrage.

Unlike other types of fund, hedge funds are very lightly regulated, and so can keep their actions relatively secret. Most contemporary hedge funds are handled by offshore companies in places like the Virgin Islands or Cayman Islands, where regulation is minimal.
In order to keep regulation very low, hedge funds have the status of unregistered investment companies. This means that only accredited investors and qualified purchasers may invest in them — so definitely not your average investors choice!
Not that I'm an expert or anything! Wink

blueshoes · 28/04/2006 09:33

Hedge funds are increasingly packaging and selling various financial products to retail customers like you and I. This is as opposed to wholesale customers like the pension funds and insurance companies and other sophisticated investors who are better able to assess the risks. Because hedge funds are increasingly muscling in on what is traditionally banks' retail market, there is a concern by the UK regulatory authority (the FSA) about the adequacy of customer protection since hedge funds are very lightly regulated, compared to your high street bank.

In the UK, there is talk of clamping down on the regulation of hedge funds in the context of retail sales.

Global hedge funds have acquired a lot of financial muscle over the years. Enough to move markets. Think George Soros and how his fund brought down the Thai baht in 1997, triggering the Asian currency crisis.

Bugsy2 · 28/04/2006 09:57

blueshoes, do you know which funds are marketing to ordinary investors? My understanding is that only "sophisticated" investors may invest in a hedge fund. Lots of form filling has to be done in order to ensure an investors sophistication. Last November the FSA were saying that they were reasonably satisfied with the current restrictions on hedge funds inability to market to ordinary investors. I know it supports a Hedge Fund Code of Practice but I noted that the FSA are hoping this will be industry-lead rather than imposed. Am I very out of date?

ssd · 28/04/2006 20:06

God, I'm more confused than ever!

thanks for all replies but it's goobelty gook to me Blush

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Gingerbear · 28/04/2006 20:08

A kitty to save up for Leylandii?????

ssd · 28/04/2006 20:12

now that I can understand!wink]

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NotQuiteCockney · 28/04/2006 22:00

Do you really want to understand? I can try to break it down a bit for you?

I must admit, though, it's not terribly interesting stuff. If I hadn't worked in derivs for yonks, I would never know any of it.

ssd · 29/04/2006 09:30

TBH I wouldn't mind understanding, I find money and finances fascinating!

thanks NQC.

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NotQuiteCockney · 29/04/2006 13:12

Ok, I'm going from memory here. But I'm pretty sure the whole derivatives thing started as a way to protect farmers.

If you were growing coffee, and wanted a guaranteed price at the end of the season, you could agree to sell X amount of coffee on a certain date for Y price per kg. That was a good deal for farmers and for coffee purchasers, as they could protect themselves from risks. This sort of derivative is called a future, and the trade you promise to make is mandatory. You've got to actually buy or sell the coffee at the end date. (Ok, generally no actual coffee changes hands, but you can't choose not to participate in the deal.)

This idea spread to currencies and stocks - you can agree to trade X amount of BT shares on a future date at a specific price. This can be useful to protect yourself against uncertainties in the stock market.

Options are a tiny bit more complicated than futures, because they are, as the name implies, optional. At least for one of the parties. An option gives you the right to purchase (or sell) a given underlyer at a specific price on a specific date. When that date comes, you can either decide to use the option (exercise it) or not, depending on the price of the underlying stock.

Options and futures cost less than the underlying shares, and have a greater risk, or chance of pay off. So you can take greater chances with your money, effectively. If you have strong feelings about the way the market will move, and your strong feelings are right, you can make a lot of money with options and futures. Everyone trading options and futures have sophisticated computer systems telling them how much a given option or future is worth, at a given point in time, based on current share price, historical share price, any pending dividends, any related currency shifts etc etc.

NotQuiteCockney · 29/04/2006 13:12

I'm sure I haven't explained all this perfectly, but ask questions about any parts that aren't clear, and I'll try to sort it out.

ssd · 01/05/2006 07:48

NQC, so would the term hedge fund be used in relation to whether you want to sell the futures or options?

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NotQuiteCockney · 01/05/2006 18:53

Hedge funds would be funds that trade in futures and options. They wouldn't underwrite options, or (probably) buy short (sell) futures, as both these involve significant risk for low (per item) benefit, and are the sort of thing that investment banks do (this is proprietary trading). (Underwriting options is a really really complicated thing to do.)

Essentially, hedge funds trade in futures and options like normal funds trade in stocks and bonds.

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