Could A Significant Hedge Fund Performance Shift Be On the Way?

Is hedge fund performance about to change? While it is too early to categorize this as a trend, there is a subtle shift taking place on the HSBC Hedge Weekly performance list that ValueWalk has been noting. Last week, with nearly ¾ of the top 20 hedge funds being of the managed futures CTA variety, public discussions regarding trend reversals in key commodity markets and a more bullish trading range in stocks were top considerations leading some to wonder if CTA market environments were on the verge of changing. A subtle shift in the HSBC index, while not definitive, could be an early indicator of that trend.