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Trading Strategies Help This Morgan Stanley Fund Outperform [Exclusive]

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Rupert Hargreaves
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The Riverview Omni Fund, Morgan Stanley’s multi-manager platform hedge fund’s Series B units (founders class), returned 5.4% in the second quarter, according to a copy of the fund’s second quarter investor update, a copy of which ValueWalk has been able to review.

According to the update, the $530 million fund was able to outperform the wider market by using its market neutral and factor-aware approach, which enabled it to extract positive idiosyncratic returns from the elevated volatility environment. Long/short fundamental equity strategies and quantitative strategies added 6.29% and 0.25% gross, respectively.

Q2 2022 hedge fund letters, conferences and more

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The Riverview fund employs 15 different trading teams across the fund, which...

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for Hedge Fund Alpha