Latest / The Wealth Enterprise Briefing
The Role of Hedge Funds in a Family's Portfolio
In the latest episode of The Wealth Enterprise Briefing, WE Family Offices' Managing Partner, Michael Zeuner, and Senior Investment Manager, Matt Farrell, CAIA, explore the role hedge funds can play in portfolios and how they differ from traditional funds.
Specifically, this podcast episode addresses the following questions:
What is the role of hedge funds in a family's portfolio?
How do hedge funds differ from traditional funds?
How should the allocation to hedge funds be determined?
What are the considerations for sizing hedge funds in a portfolio?
What is the relationship between market…
The skinny
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