The Hedge Fund Winners and Losers of 2022

The video discusses the performance of hedge funds, highlighting Crispin Odies' success with macro strategies and inflation bets. It notes the challenges faced by stock pickers in 2022, with many experiencing significant losses. The video also covers new hedge fund launches, including Mala Gonkar's Sergo Capital, and explores potential strategies and market opportunities for 2023, emphasizing the importance of market volatility for macro funds.

What was a key factor in the success of Crispin Odies' fund?

• Focusing on emerging markets

• Diversifying into real estate

• Investing in technology stocks

• Correct inflation bets and leveraging

What was the general expectation for stock pickers' performance by the end of 2022?

• Continued double-digit losses

• Stable performance

• Significant recovery

• Record-breaking profits

What makes Mala Gonkar's hedge fund launch notable?

• It was launched with no external funding

• It focuses solely on healthcare

• It is the largest female-led hedge fund launch

• It only invests in European markets

What is a potential trend for hedge fund launches in 2023?

• Decrease in the number of launches

• Increase in small-sized launches

• More launches focusing on real estate

• A return to a fervent pace of sizable launches

How might market volatility affect macro and multi-strategy funds?

• It could lead to significant losses

• It provides great opportunities

• It forces funds to close

• It has no impact