Market turmoil a boon for trend-following hedge funds

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Some have thrived on soaring inflation, high interest rates and the energy shock

Trend-following hedge funds are capitalizing on market disruption and geopolitical unrest, with funds such as Graham Capital Management, Aspect Capital, AlphaSimplex and AQR Capital Management all near or over 40% higher for the year.

Stock market volatility as measured by the CBOE Volatility Index - known as Wall Street’s fear gauge - has risen sharply since August and an ICE BofA index tracking U.S. Treasury volatility is at its highest since March 2020. AQR is part of an index of the 10 largest trend-following hedge funds, compiled by Société Générale. The index has risen almost 37% this year, compared with a 3.8% increase in data provider HFR’s broader index of hedge fund performance. BarclayHedge estimates that trend followers are $297 billion of the $4.9 trillion hedge fund industry.Graham Capital Management’s least leveraged share class in its Tactical Trend Fund was up 40% this year as of Oct.

“In those environments it works well to follow the markets as opposed to asking what markets should or should not be doing.”

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