Saturday, May 5, 2012

The World's Biggest Publicly Traded Hedge Fund Is Getting Whacked





Forbes reports that Man Group, the world’s biggest publicly-traded hedge fund firm, had a terrible week that got even worse on Friday as its shares fell another 4% and hit a 52-week low. It has been a humbling decline for the once mighty Man, which has now seen its stock fall by 60% in the last year. The stock fell every day this week.

Earlier this week, Man Group reported that in the first quarter investors in its hedge funds withdrew $4.1 billion, which netted to $1 billion in outflows. The firm’s most important hedge fund, AHL, lost 6% in 2011 and is struggling again in 2012 as most equity markets are sizzling.

 “The market frustration is real and severe,” says Peter Lenardos, an analyst at RBC Capital Markets in London, who estimates performance fees at Man will be $100 million in 2012, a significant drop from the past five year average of over $400 million of annual performance fees. “Concerns include AHL performance, which are over-shadowing good performance in the GLG and long-only products….”



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