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Separating Alpha From Beta Is Best Done With CAPM

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Mark Melin
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In measuring the horse race that is alpha versus beta, the capital asset pricing model, used by many professional hedge fund allocators to determine the true manager skill involved in a returns stream, is once again the winner. Such is the claim of researchers at Georgia State and Emory University. It is in understanding the “esoteric risk beta” and getting this conflated with alpha where investment managers might wish to review the wisdom in the white paper “Alpha or Beta in the Eye of the Beholder: What Drives Hedge Fund Flows.”

CAPM 1

Sophisticated hedge fund allocators are known to have a key eye on the beta to which...

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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.

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