hedge fund-fund of funds

fof investors are basically outsourcing manager selection and portfolio management.

fofs typically have better access to and understanding of hf investments. and this is the justificaiton for their fee.

I can tell you that there are a lot of different examples that you can think of that will give you different answers, like being in a bad fof vs. being in renaisance. or being in a great fof vs. being in amaranth

In reality though, the typical fof investor does realize lower returns than a direct hf investor. This isn't caused by lower volatility perse, but these returns are gladly given up in order to reduce volatility. This has a lot to do with the source of funds flowing into fofs, mostly liability driven investors seeking hedge fund exposure that is uncorrelated to the balance of their portfolio.

This is also why many of the large funds have been lifting out smaller teams in hopes of developing in hosue multi strat funds that work effectively like a fof, but without the extra 1/10 in fees. Also, you will see increasingly more structured products driven off of hedge fund indices.

Both of these developments serve to surf the same wave as the fofs, delivering safer lower returns than some unsophisticated selection process at a pension meeting somewhere
 
that was not meant to imply pension investors are not smart or talented investors, they simply may not yet have the in house talent for hf investment selection
 
Fund of funds have dramatically lower management fees than hedge funds. Yes you indirectly pay a higher fee because after they pay the higher management fees of the hedgefunds they then in addition take their lower management fee.

hedgefunds management fee is generally 2 and 20
fund of funds is usually 1 and 10

"total" fee is higher, but the management fee is lower
 
Back
Top