The Hedge Fund
So what is a hedge fund, exactly? It is merely an investment vehicle. The defining characteristic is trying to protect (hedge) against risk. Rules define who can invest in an hedge fund (www.sec.gov/answers/accred.htm).
We produce an annual publication, Annual Report Trivia & Investable Trends, that reviews annual reports of companies each year and provides a collection of eye-opening statements taken from these reports. While these statements are interesting and provide investment insights, they are often just fun cocktail party conversation starters.
Clients receive a letter that covers the performance of the fund along with a feature story each month.