Illiquid Equities: Stock Picking in the Private Equity Market

Illiquid Equities: Stock Picking in the Private Equity Market

This research note is produced by Elkstone in conjunction with our hedge fund and cta manager database partner, Nilsson Hedge. EXECUTIVE SUMMARY · We believe there is significant alpha and edge in stock picking in private equity market · We utilize this illiquid equity portfolio for our thematic...

PropTech in Construction

The Real Estate industry is typically a slow-moving asset class. It is currently undergoing a digital transformation that not only changes its nature in terms of the markets and work environments, but is also influencing its growth. This movement focuses on digital technologies and innovation....

Liquid Debt: Active or Passive?

This research note is produced by Elkstone in conjunction with our hedge fund and cta manager database partner, Nilsson Hedge. EXECUTIVE SUMMARY Liquid Fixed-Income has traditionally had a positive return expectancy and we would tend to use an ETF vehicle to capture the positive systematic risk. ...

Liquid Alternatives: Traditional Commodities

This research note is produced by Elkstone in conjunction with our hedge fund and cta manager database partner, Nilsson Hedge. EXECUTIVE SUMMARY Due to commodity markets’ cyclical nature, we do not believe there to be an expected positive market return and therefore we do not use...

Liquid Equity Market Investing: Passive or Active?

This research note is produced by Elkstone in conjunction with our hedge fund and cta manager database partner, Nilsson Hedge. EXECUTIVE SUMMARY We typically access the liquid equity markets via ETFs. We rarely invest in active management or stock picking within the liquid equity markets. We...