Tag: Chris Solarz

Can Esoteric Strategies Add Value to Your Portfolio?

In today’s environment of low interest rates, extreme market volatility, and declining liquidity, where can investors look for more unique investment ideas? Which strategies could prove complementary to your portfolio? Moderator Chris Solarz, managing director at Cliffwater, was joined by Neal Berger, president at Eagle’s View Asset Management; James Koutoulas, CEO of Typhon Capital Management; […]

Where Do We Go from Here?

After record highs in major market indexes on February 19, the S&P witnessed its fastest bear market in history. The unprecedented loss of global wealth – and ensuing global monetary and fiscal policy responses – were equally historic. Should investors be “buying the dips” or “selling the rips”? During Profit & Loss Dial-In Day earlier […]

Which Strategies are Working?

During the strong 2019 equity bull market when the S&P 500 gained 31.5%, hedge funds returned 8.4%, according to HFR (27% of upside). During the 1Q 2020 Coronavirus Crisis, when the S&P 500 fell -19.6%, hedge funds fell -5.9% (30% downside). The outstanding question is: have hedge funds achieved goal within portfolios and what strategies […]