Disappointed With Hedge Funds?

Optima’s veteran allocator Dixon Boardman sees a new dawn

HAMLIN LOVELL
Investors who focus on the most recent month, quarter or even year of performance for hedge funds should take a step back and consider the perspective of Dixon Boardman, a seasoned pro who has spent nearly three decades investing in alternatives. According to his long experience, “just when the crowd counts an asset class as out is when it often turns around.”  The catalyst for such a sea change? Boardman expects markets to become increasingly driven by fundamentals rather than excess liquidity. ...

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