Age Matters More Than Size in Hedge Fund Performance, Says Study

HFA Padded
Mark Melin
Published on
Updated on

While smaller hedge funds have performed better than their larger brethren, a new study notes that from January 2009 small funds generated the lowest performance of three fund types studied. According to a study published in April of 2014 by eVestment’s research division titled “Impact of Size and Age on Hedge Fund Performance: 2003 – 2013,” smaller funds had the highest cumulative return from January 2003 to December 2013, at 122.01%. Medium sized funds came 92.86% while large funds generated 82.32%. Hedge fund: Small funds didn’t fare well from 2009 to 2013 When the study looked at the period after…

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HFA Padded

Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.