In this article, Marcus Erlank, Hedge Fund Portfolio Manager and Director at Catalyst Fund Managers, explores the advantages of incorporating listed real estate hedge fund strategies into portfolios. Through a case study of the South African elections, he also offers a practical example of the tools available to achieve superior absolute risk adjusted returns during various market cycles.
| Hedge funds, in their DNA, are expected to be able to achieve an almost impossible goal of both protecting capital in drawdown periods, while capturing the upside in bull markets. While there are some exceptional hedge funds out there that have defied the odds and delivered on this mandate, most hedge funds fall into one of the following two buckets. |
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