PivotalPath has released their monthly report, the Pivotal Point Of View, which measures performance among more than 2,500 institutionally-relevant hedge funds, as well as 40+ different hedge fund strategies and $2.5T in total industry assets. The big takeaway as we head into late summer: a reverse in growth, which has lagged the value sector throughout this year. Q2 2022 hedge fund letters, conferences and more Below are a few quick highlights. While Value has outperformed Growth this year, July saw the reverse with a recovery of growth sectors. PivotalPath’s FAANG, Mobile Payments and Food Delivery baskets were among the strongest performers in July:…
July Hedge Fund Performance And Data From PivotalPath
Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.