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Hagin Investment Management Publishes: 'A Timely Look at Market-Neutral Investing from the Client Perspective'

Posted on: Monday, 2 March 2009, 11:12 CST

Kathleen DeRose, CFA and Nathan Lee, CFA Author a Second Market-Neutral White Paper

NEW YORK, March 2 /PRNewswire/ -- Hagin Investment Management publishes its second white paper on Market-Neutral strategies. The paper, A Timely Look at Market-Neutral Investing from the Client Perspective, written by Kathleen DeRose, CFA and Nathan Lee, CFA, is now available in full on the firm's website, haginim.com. The authors share the insights they gained while building the template for the firm's Market-Neutral product. In the paper, they highlight two types of investors who may benefit from adding Market-Neutral strategies to their portfolio. And, compare the Hagin Investment Management Market-Neutral model to its peers and competitors.

(Logo: http://www.newscom.com/cgi-bin/prnh/20080226/LOGO )

The paper begins by describing how a Market-Neutral strategy works for pension plans, especially those with funding issues. "Adding Market-Neutral strategies to the mix increases the likelihood of outperforming and reduces the potential for funding shortfalls," write DeRose and Lee. "The benefits of lower volatility from Market-Neutral versus the Large Cap Indices are greater than the sacrifice from lower returns."

The second investor-type the paper addresses is the risk-averse investor, who is concerned with market volatility and price instability. "Extremes of volatility and inflation coincide with periods when market returns and risks may be non-normally distributed," they explain. "Evidence of such asymmetric market behavior supports the case for Market-Neutral strategies versus directional long equity and bond approaches," they continue, noting that "periods of high volatility tend to cluster and are associated with poor equity returns." The paper also features many supporting graphs and charts illustrating the arguments made and issues addressed.

To view the paper in full, please visit www.haginim.com.

Hagin Investment Management, located in midtown Manhattan, is a quantitative hedge fund providing fundamentally derived asset management to high net-worth and institutional clients. Hagin Investment Management offers Market-Neutral, Long-Only, and 130/30 portfolios. The firm was established in November 2006.

For more information on Hagin Investment Management please visit www.haginim.com or e-mail kwhite@haginim.com or pmorris@haginim.com.

Contact Info: Kate White Morris 646-775-9081 / kwhite@haginim.com David Little 646-775-9079 / dlittle@haginim.com

SOURCE Hagin Investment Management


Source: PR Newswire

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