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The Cost of Capital for Alternative Investments / Jakub W. Jurek, Erik Stafford.

NBER Working papers Available online

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Format:
Book
Author/Creator:
Jurek, Jakub W.
Contributor:
National Bureau of Economic Research.
Stafford, Erik.
Series:
Working Paper Series (National Bureau of Economic Research) no. w19643.
NBER working paper series no. w19643
Language:
English
Physical Description:
1 online resource: illustrations (black and white);
Place of Publication:
Cambridge, Mass. National Bureau of Economic Research 2013.
Summary:
We document that the risks and pre-fee returns of broad hedge fund indices can be accurately matched with simple equity index put writing strategies, which provide monthly liquidity and complete transparency over their state-contingent payoff profiles. This nonlinear risk exposure combines with large allocations, typical among investors in alternatives, to produce required rates of return that are more than twice as large as those implied by popular linear factor models. Despite earning annualized excess returns over 6% between 1996 and 2010, many hedge fund investors have not covered their proper cost of capital.
Notes:
Print version record
November 2013.

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