Market Neutral Investing

Author: Joseph G. Nicholas
Publisher: UNC Press Books
ISBN: 1576600378
Release Date: 2000-09-01
Genre: Business & Economics

Hedge fund investors are looking for downside protection while maintaining good returns--and market-neutral investing has become one of the hottest methods to meet that need. In this book, industry expert Joseph G. Nicholas explores new approaches to return enhancement and risk reduction through market-neutral strategies.

Market Neutral Investing

Author: Eric Stokes
Publisher: Kaplan Publishing
ISBN: 0793194148
Release Date: 2004-10-01
Genre: Business & Economics

It is the best investment strategy you've never heard of. The stock market still intrigues people, but shell-shocked individual investors have learned to be more savvy and realistic with their investments. There is no way to eliminate risk when stocks fluctuate, but risk can be reduced and even controlled. Geared to individual investors, Eric Stokes unravels the mysteries behind using market neutral investing principles, enabling readers to make money by using his proven low-risk, high-return balanced techniques. In addition to tips that cover beginning to intermediate investing topics, Stokes also presents the strategies behind market neutral investing in practical, easy-to-understand terms. Stocks go up and down, but investors shouldn't have to limit themselves to only one-half of the equation. Enter market neutral investing, where investors can take advantage of movement in both directions: long and short investing. Market Neutral Investing teaches investors: * How to implement this proven strategy, used since the 1940's by the most elite money managers. * What the three different types of portfolio risks are: company, sector, and market, and how to manage them. * How to sell a stock short and make money when a stock price declines. * What ""hedge funds"" are, how they operate, and what makes them attractive. * What the five simple measures of stock valuation are and how to use them.

Market Neutral Strategies

Author: Bruce I. Jacobs
Publisher: John Wiley & Sons
ISBN: 9780471714446
Release Date: 2005-02-22
Genre: Business & Economics

An inside view of what makes market neutral strategies tick and howthey can be implemented Market neutral strategies have gained attention for theirpotential to deliver positive returns regardless of the directionof underlying markets. As these strategies have built a record ofgood performance in recent years, their benefits have becomeapparent. Market Neutral Strategies draws on the wisdom andexperience of professional practitioners to describe strategiesthat are being utilized by some of today's leading institutionalinvestors. This book provides readers with an insider's view ofwhat makes these strategies work and how they can be implementedsuccessfully. Topics covered include long-short equity andconvertibles, fixed income and merger arbitrage; the tax and ERISAimplications of market neutral investing; and the failure of twonotorious "market neutral" ventures, Askin Capital Management andLong-Term Capital Management. Bruce I. Jacobs (Florham Park, NJ) and Kenneth N. Levy arecofounders and principals of Jacobs Levy Equity Management, inFlorham Park, New Jersey. They are coauthors of Equity Management:Quantitative Analysis for Stock Selection. Bruce Jacobs holds a PhDin finance from the Wharton School of the University ofPennsylvania. He is also the author of Capital Ideas and MarketRealities: Option Replication, Investor Behavior, and Stock MarketCrashes.

Investing in Hedge Funds

Author: Joseph G. Nicholas
Publisher: John Wiley and Sons
ISBN: 0470885033
Release Date: 2010-05-20
Genre: Business & Economics

Hedge funds are in the news and on the minds of sophisticated investors more than ever. Investors have questions about how the funds are structured, where the assets are allocated, and whether hedge funds can truly act as a hedge against market risk. The answers are all here in Investing in Hedge Funds. Until recently, much of what makes hedge funds tick has been closely guarded--the intellectual property of Wall Street's investment elite. In this updated and revised text, Joseph G. Nicholas, founder and chairman of the leading industry information provider Hedge Fund Research, Inc., travels inside the hedge fund marketplace to explain the alternative investment strategies of top fund managers, providing clear descriptions of how to access these funds and where they're headed. It's a complete guide that everyone investing in hedge funds should study closely.

Market Neutral

Author: Jess Lederman
Publisher: Irwin Professional Pub
ISBN: UOM:35128001856770
Release Date: 1996
Genre: Business & Economics

Market neutral investing is one of the most important--and controversial-strategies in the capital markets and is being used for long/short equity trades, convertibles, high-yield bonds, currencies and numerous other assets on a global basis. Market Neutral debunks the myths and half-truths that surround this often misunderstood topic with 12 highly-readable and definitive dissertations.

High Powered Investing All in One For Dummies

Author: Jason W. Best
Publisher: John Wiley & Sons
ISBN: 9781118724675
Release Date: 2013-12-23
Genre: Business & Economics

Looking for help making smarter, more profitable high-end investment decisions? This resource arms you with an arsenal of advanced investing techniques, and gets you up to speed on using business fundamentals and technical analysis to make smarter decisions and maximize your returns.

Metaheuristics for Portfolio Optimization

Author: G. A. Vijayalakshmi Pai
Publisher: John Wiley & Sons
ISBN: 9781119482796
Release Date: 2017-12-27
Genre: Computers

The book is a monograph in the cross disciplinary area of Computational Intelligence in Finance and elucidates a collection of practical and strategic Portfolio Optimization models in Finance, that employ Metaheuristics for their effective solutions and demonstrates the results using MATLAB implementations, over live portfolios invested across global stock universes. The book has been structured in such a way that, even novices in finance or metaheuristics should be able to comprehend and work on the hybrid models discussed in the book.

Applied Equity Valuation

Author: T. Daniel Coggin
Publisher: John Wiley & Sons
ISBN: 1883249511
Release Date: 1998-11-09
Genre: Business & Economics

Applied Equity Valuation provides comprehensive coverage of the theory and practice of all aspects of valuation, including security valuation in a complex market, bottom-up approach to small capitalization active management, top down/thematic equity management, implementing an integrated quantitative investment process, applying the DDM, value-based equity strategies, market-neutral portfolio management, enhanced indexing, dynamic style allocation, and exploiting global equity pricing anomalies.

Pairs Trading

Author: Ganapathy Vidyamurthy
Publisher: John Wiley & Sons
ISBN: 111804570X
Release Date: 2011-02-02
Genre: Business & Economics

The first in-depth analysis of pairs trading Pairs trading is a market-neutral strategy in its most simple form. The strategy involves being long (or bullish) one asset and short (or bearish) another. If properly performed, the investor will gain if the market rises or falls. Pairs Trading reveals the secrets of this rigorous quantitative analysis program to provide individuals and investment houses with the tools they need to successfully implement and profit from this proven trading methodology. Pairs Trading contains specific and tested formulas for identifying and investing in pairs, and answers important questions such as what ratio should be used to construct the pairs properly. Ganapathy Vidyamurthy (Stamford, CT) is currently a quantitative software analyst and developer at a major New York City hedge fund.

Alternative investing

Author: Christopher B. Barry
Publisher: Professional Book Distributors
ISBN: 0935015248
Release Date: 1998-12-01
Genre: Business & Economics


Modern Portfolio Management

Author: Martin L. Leibowitz
Publisher: John Wiley & Sons
ISBN: 0470484942
Release Date: 2009-01-08
Genre: Business & Economics

Active 130/30 Extensions is the newest wave of disciplined investment strategies that involves asymmetric decision-making on long/short portfolio decisions, concentrated investment risk-taking in contrast to diversification, systematic portfolio risk management, and flexibility in portfolio design. This strategy is the building block for a number of 130/30 and 120/20 investment strategies offered to institutional and sophisticated high net worth individual investors who want to manage their portfolios actively and aggressively to outperform the market.

Investing without Wall Street

Author: Sheldon Jacobs
Publisher: John Wiley & Sons
ISBN: 9781118239278
Release Date: 2012-02-24
Genre: Business & Economics

Praise for Sheldon Jacobs "Sheldon Jacobs is a level-headed gentleman who is a cross between Albert Einstein, the Dalai Lama, and Vanguard founder Jack Bogle and who had a solid record editing and publishing The No-Load Fund Investor financial newsletter for over a quarter-century." —MarketWatch "King of no-loads." —Investor's Business Daily "Dean of the no-load fund watchers." —USA Today "Among financial experts who are able to think with a small investor's perspective, no one is more level-headed than Sheldon Jacobs." —Bottom Line/Personal In July of 1993, Sheldon Jacobs was one of five nationally recognized mutual fund advisors chosen by The New York Times for a mutual fund portfolio competition. The portfolio that he selected produced the highest return of all contestants for almost seven years, and the Times quarterly publication of this contest helped him become one of the best-known mutual fund advisorsin America. Investing without Wall Street shows investors how to achieve the greatest wealth with the least effort. It details the five essentials that even a kid could master and shows that they are all you need to be a successful investor. With this knowledge, the average investor can invest on his or her own and make $252,000 more than a person investing the same way who shares his or her profits with professionals. This book will teach you how.