Ira Sohn 2012: Picks from Ackman, Einhorn, Laffont, Paulson and more (full chart)

Top Features

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  Quest for Growth

  Investors hunting for better returns would do well to seek out emerging markets, where hedge fund managers can still find inefficiencies.

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  EMERGING MARKETS SPECIAL REPORT: Global Opportunities

  Emerging markets, long viewed as risky and volatile, are coming into their own — and investors should take notice.

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  Form over Function

  The SEC says the new Form PF will help regulators identify systemic risk. Managers say it won’t — and that complying with it places an unfair burden on them.

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  Ah, Yes: My Sentiments Exactly

  Hedge funds are profiting from the emotions of the masses.

Profiles: Hedge Fund Managers

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  Value Sleuth

  Cheah Cheng Hye uses methods from his investigative reporter past at his firm, Value Partners, to uncover hidden gems in Asia’s equity markets.

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  The Negotiator

  With his unusual background and laid-back demeanor, Greylock Capital founder Hans Humes has emerged as the ambassador of choice between indebted emerging markets, banks and their hedge fund creditors.

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  Sprott tests his mettle

  The Canadian manager's bold bets on precious metals cost him in 2011.

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  GoldenTree goes for extra credit

  Steve Tananbaum’s GoldenTree applies old-fashioned Graham and Dodd values to new and increasingly complex debt instruments.

Profiles: Hedge Fund Investors Subscribe to RSS feed

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  Bigger is Better, says Cliffwater's Stephen Nesbitt

  Small, niche hedge-fund strategies are best left to the Hollywood crowd, says Nesbitt, who recommends well-known managers to clients.

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  The Long View

  The North Carolina Retirement Systems’ upcoming $4.5 billion bet on equity strategies isn’t about January or February. Nor is it about last year.

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  Fund Be Nimble, Fund Be Quick

  Fund of funds Prisma Capital Partners leaps over the competition by investing in smaller managers and customizing clients’ portfolios.

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  Kentucky Waltz

  The state retirement system’s new CIO, T.J. Carlson, is out to jump-start his predecessor’s hedge fund allocation.

Latest Content

• Brand Names: April 2012
• Canyon CEO Mitch Julis puts $26M NYC apartment on market
• Plural risk chief Jeff Hurwitz jumps to Davidson Kempner
• AR Database Top 40: April 2012
• Two Sigma Holdings hires former Marathon PE chief Wray Thorn as CIO
• Calpers: We’d invest more if hedge funds had a better reputation
• Ackman, Chanos win big on 2011 Ira Sohn picks; Singh, May and others lose
• Goldman to host Cohen, Paulson, Englander, other top managers at Yankee Stadium
• Macro bears square off with micro bulls at SALT
• Gotham, JANA, Omega, T2 push U.S. stocks
• SALT attendee allegedly hits massive blackjack payday
• Eton Park increases liquidity, pulls back on emerging markets
• Maroon 5 rocks SALT
• Paul Singer strikes back, says size is no enemy of performance

Research and Rankings Subscribe to RSS feed

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  The Hedge Fund 100

  Process-driven hedge fund firms top the list of the world’s top 100 hedge funds, while their fundamentals-focused peers lag behind.

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  The Rich List

  For the 25 individuals on our annual ranking of the top-earning hedge fund managers, success was often a mix of size and performance.

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  Staying Alive

  The fund-of-funds industry has endured a major shake-up over the past four years, but some of the top 50 managers have shown the skills to adapt to the new climate.

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  Billion Dollar Club

  The largest 241 American hedge fund firms increased assets by 2.96% in 2011—to $1.335 trillion. Bridgewater and JPMorgan retained the top spots.

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  Vulture Culture

  Europe’s economy is in ruins, but hedge fund managers say these analysts excel at spotting opportunities.

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  More money, more problems

  New hedge funds that launched in 2011 pulled in $19.96 billion, a big jump over the previous year. But getting off the ground is tougher than ever.

Hedge Fund Philanthropy Subscribe to RSS feed

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  Lighting the Way

  Thomas Gimbel of Optima says the Lighthouse gives hope to people with vision problems.

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  Help for the Homeless

  John Wagner says LA’s Weingart Center assists people during hard times.

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  Putting Children First

  David Spungen’s financial know-how — and fatherly instincts — help the Child Center of NY.

Strategies Subscribe to RSS feed

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  Macro Managers Get Tactical

  Big-picture thinking, a mainstay of the strategy, is not cutting it in choppy markets.

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  ESL's Sears Bet: So Crazy It Just Might Work?

  Eddie Lampert’s wager on the troubled retailer is confounding analysts and infuriating investors. But rather than back off, he’s doubling down.

Absolute Return Indices April 2012

* Estimate

Latest Poll

Will John Paulson be back on the Rich List next year?

Yes  - 30%
No  - 70%

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