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00:55
How ballooning hedge fund assets (50bn to 3tn) changed the industry: - Saturation of the market. - No inefficiency or “edge” in mainstream hedge fund strategies. - Changed investor base resulted in modest risk profiles. Berger switched focus already in 2005 to niche and capacity restricted strategies.
02:54
The equity correlation malady: Many major strategies are highly correlated to equities, but certain niches remain.
03:43
The world does not need another hedge fund. Current bull market sustains hedge fund industry - until the next washout.
04:23
What Berger isn’t investing in and why
05:24
How Neal Berger uses hedge funds: Diversification. How to achieve a truly uncorrelated return stream. What to do with the broken 60/40 asset allocation model
08:15
“Indirect beta” of many strategies investors should be aware of. Being the House in the Casino-Gambler relationship.
10:35
Finding inefficiencies and edge in the market microstructure rather than making directional bets. In the observation business, not in the prediction business: “Not spending 10 minutes per year to think about where the market is going”
12:01
What happened to quant trading?. Why Berger doesn’t believe in “robots trading robots”. The allure of capacity constricted strategies.
14:37
Launch of internally traded strategies and multi strat. Opportunities in electricity trading, litigation finance.
17:23
“There is always an edge somewhere”. How Alpha evaporates: Today’s inefficiency can be tomorrow’s loss. The virtues of nimbleness and specialisation.

Neal Berger: Living On the “Edge”

Oct 31 2019 1 Comment

Neal Berger has been working on Wall Street for over 30 years with more than 25 of those years within the hedge fund industry. For over 22 years he has allocated capital to hedge funds both personally and on behalf of wealthy families. Prior to founding Eagle’s View, Neal was the Founder and Director of multi-strategy funds, Apogee Fund, and New Edge Fund. He had previously been employed as a Managing Director and Global Macro trader at Millennium Partners and as VP of Proprietary Trading with Chase Manhattan Bank and Fuji Bank in New York.

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