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JANA’s Courtney Wilder and Iain North recently returned from a global research trip where they focused on a specific sub-set of alternative investment strategies that are in demand across our client base. Demand for diversifying sources of performance continues to be driven by concern over asset markets valuations as well as ultra-low fixed income yields, both here and abroad.
This introductory paper provides an outline on managed futures focusing on medium to long term trend following and its economic rationale. We review several characteristics of trend following strategies and provide views on some of the preconceptions associated with these strategies. Finally, we briefly review the risks and considerations in allocating to managed futures.
Alternative beta strategies are systematic strategies that target constant risk factor exposures. These strategies provide strong diversification benefits, scalability, liquidity and lower fees than many hedge fund and active long only strategies.