Radient Blog

Investing in a Hedge Fund? … analyze in 1, 2, 3!

Written by Sanjay Bharwani | March 14, 2020 at 7:14 AM

 

Analyzing hedge funds is hard. We are focused on making it easy. With the market environment changing and conference season kicking off, investors and allocators are meeting more new managers than ever. 

For example, while attending the last conference in Boca Raton you met over 20 promising hedge fund managers. They all send you their investment presentation and factsheets for review. However, there just isn't enough to evaluate all of them so you simply pick 5 managers that have the easiest presentations to follow or those with the best returns. You have that nagging feeling that you are missing out on differentiated investment styles by not digging deeper. 

RADiENT makes this process effortless so you can analyze each of the 20 managers (or even 50 or a 100!) in a few easy steps. 

  1. Sign up for RADiENT - it's free! Our Basic version is free and fully featured with more advanced features that can be added as well.  
  2. Upload fund factsheets and other documents to RADiENT. These are secure, private and you will have exclusive access. You can even ask the manager to add funds@radientanalytics.com to their mailing list and we'll automatically receive and process every new factsheet or newsletter. 
  3. Evaluate the fund on RADiENT's Analysis page to tell whether it is differentiated and "best-in-class" or simply a "me-too" combination of betas

RADiENT super charges hedge fund analysis:

  • Magically extracts returns and other relevant key facts and information from documents including factsheets, investment presentations, and due diligence questionnaires.
  • Automatically compares returns versus over 35,000+ exposures including most US ETFs, mutual funds, equities, and global benchmarks. In addition, license industry hedge fund databases or premium benchmarks from a range of data vendors.
  • Select specific funds or benchmarks to chart with performance and risk measures for easy comparison.

  • Understand the drivers of performance through Style and Factor Analysis.

  • Evaluate the fund's performance within your current portfolio or for different scenarios using Portfolio construction and Optimization tools.
  • One-step analysis of regulatory filings to check for red flags such as disclosure reporting on Form ADV or highlight interesting information such as portfolio disclosure, purchases and sales using Form 13F data and 13G/13D filings.
  • On-going tracking to monitor performance and for continuous due diligence.

RADiENT enables you to quickly determine if a fund is worth a deeper dive without missing out on opportunities. Saving valuable time and effort, allowing you to pass on the toads, and hiring the very best managers that meet your criteria.  

All without needing a PhD, an army of analysts, a sophisticated IT team, or expensive infrastructure. 

Happy exploring!