Hedge Funds Review Americas Awards 2014 are now open for entries.
Hedge funds reporting to BarclayHedge are automatically considered for the one-year and long-term performance categories.
All other funds must complete the performance entry form and mandatory Excel spreadsheet with performance information.
Hedge funds based in the Americas are also invited to complete the applicable entry forms for the qualitative awards.
Downloads for all entry forms are at the end of this page.
Completed entry forms must be emailed to Margie Lindsay by the closing date, Friday, May 16.
Entrance criteria for the performance categories
To qualify for the one -year and long-term performance categories, funds must have a three -year track record and a minimum of $100 million of assets under management in the fund or strategy.
The performance periods under consideration are:
One-year performance: April 1, 2013 through March 31, 2014
Three-year performance: April 1, 2011 through March 31, 2014
10-year performance: April 1, 2004 through March 31, 2014
A fund can be entered into the one-year and long-term performance categories if it has a sufficient track record.
Entrance criteria for the emerging manager categories
Hedge fund management companies launched on or after April 1, 2011 are eligible to enter the emerging hedge fund manager categories. Emerging managers must have a minimum of $10 million assets under management with a 12-month track record (this can include pre-launch trading history).
Entrance criteria for the best new and most innovative hedge fund categories
Funds launched on or after April 1, 2013 are eligible for these categories. There is no minimum AUM requirement. An Excel spreadsheet must be submitted with as much performance information as possible.
Hedge funds based in the Americas are invited to enter the qualitative awards. The qualitative awards will be decided at the discretion of the judging panel.
For each category you will need to write a few words on why the fund or person should win that category.
You can also send any additional information you would like the judges to consider such as presentations/pitch books and factsheets (please supply in PDF, Word or PowerPoint formats only).
You must use the entry forms and Excel spreadsheet downloads available from this website. If for any reason you cannot download the necessary forms, contact Margie Lindsay, who will email you the forms.
Please include performance since inception, no matter whatwhich category you are entering, as well as performance for April 2014 where available. Performance is net of fees for the US dollar class.
These strategies have a low exposure to changes in the value of stockmarkets and other assets. Hedge fund managers that pursue these strategies are seeking to achieve a performance that is not significantly influenced by or correlated with the markets. Examples of non-directional strategies include equity market neutral, fixed income arbitrage, convertible arbitrage, relative value and arbitrage strategies.
These are strategies that have a high exposure to changes in the value of stockmarkets and other assets. The manager deliberately builds a portfolio that has exposure to market trends. Unlike relative value and arbitrage strategies, these strategies do not have finite capacity so the opportunity to make profits should not be eroded over time. Directional strategies examples include event driven, distressed and emerging markets.
Performance entry forms
Performance entry form (use for all one, three and 10-year categories; emerging manager categories; and best new and most innovative hedge fund categories)
Mandatory Excel spreadsheet (use for all one, three and 10-year categories; emerging manager categories; and best new and most innovative hedge fund categories)
Qualitative entry forms
Best new or most innovative entry form (plus a completed Excel spreadsheet)
Best overall group entry form (same form for single and FoHF entries)
Best advisory FoHF team entry form
Best investor relations team entry form (both single and FoHF entries)
Outstanding and lifetime awards entry form
If you have any problems downloading the forms, please contact Margie Lindsay and she will send you the necessary forms by email.