HedgeFunds - A Brief History

Alfred Winslow Jones is being considered the fatherGoldman Sachs, Man Group, Renaissance Technology
of hedge founds, since he founded the first one inand until the 2006, Amaranth Advisors also featured
1949, although he had forerunners like Jesse Livermore,between them. Nicholas Maounis was the founder of
Bernard M. Baruch and Benjamin Graham, whoAmaranth Advisors, located in Greenwich, Connecticut.
operated characteristics of the modern hedge fundsBy 2004-2005 most of the firm's capital was in energy
long before him. However, Alfred Winslow Jones wastrading and run by Canadian trader Brian Hunter. As
the first one to use short selling, a limited partnershipAmaranth did before they wagered that the natural
structure and leverage as well as a 20% incentive feegas price would increase, but this time it didn't. The
to compensate the managing partner.price went down from $2.49 to $0.58, an enormous
Most hedge funds are situated nowadays offshore,loss for Amaranth - about $6.5 billion. Since the fund
independent of the residence of their manager,had over $9 billion under management, the losses
investors or investments in order to make only theexceeded 65%. Amaranth failed in keeping the most
investor pay taxes, not also the fund. Major offshoreimportant rule, namely not to wager more than you
centers are the Cayman Islands, Dublin, Luxembourg,can afford losing. Amaranth liquidated its assets, but in
British Virgin Islands and the Bermudas. 75% of theJuly 2007 Brian Hunter founded a new hedge found,
world's hedge funds are estimated to be located in thecalled Solegno Capital Advisors, which received
Cayman Islands.attention for suing However Brian Hunter was charged
Since hedge funds are open only to qualified investorson the 25th of July 2007 by the Commodity Futures
they are most commonly exempt from regulations ofTrading Commission (CFTC) for attempted
the SEC, NASD and other qualified bodies. Howevermanipulation of the price of natural gas futures and for
they have to conduct their business in concordance tomaking false statements to the New York Mercantile
the offshore bank's regulation. Such rules imply usuallyExchange (NYMEX).
the requirement of the fund to be independent of theHedge funds operate in many ways and the most
fund manager, confidentiality and restrictions on thecommon are the following. A global macro technique is
availability of funds for retail investors.to seek assets that are mispriced relative to
Hedge funds have a reputation for secrecy, but theyalternatives. Long/short equity is a generic term used
do have a great influence on the markets since theyto describe all hedged investments in equities. A shot
operate billions of dollars and that's why there havebias emphasizes that the investment is solely short
been several calls for regulations. Annually a list of theand a equity market neutral makes the balance
10 ten best ranked hedge funds is published in thebetween short and long positions. Event driven
"Institutional Investor" magazine. Edward Lampert ofopportunities are those specialized in the analysis of a
ESL Investments was the top earner of 2004, whileparticular kind of event, like distressed securities, also
2005's top earner is disputed. Some believe it wasknown as companies that are or may become
James Harris Simons and others believe it was T.bankrupt, Regulation D regarding to distressed
Boone Pickens. 2006's top earner was John D. Arnold.companies issuing securities or Merger Arbitrage
Notable hedge funds are BluMont Capital, Citadelbetween an acquiring public company and a target
Investment Group, Fortress Investment Group,public company.