Top 10 – Worst 10 Long Only


A long-only manager typically manages one single asset class (i.e. Equities) and is subject to a Long Only constraint. The border between Long-Short Equity, Long Only, and Asset Allocation is fuzzy at best. Occasionally, alternative asset classes such as Long Only Commodities end up in this category. Risk Parity strategies are also common in this group. Not all of these managers are Hedge Funds but may invest in Alternative Asset Classes.

While past performance is not indicative of future results, it is immensely satisfying to own managers amongst the best performing managers for the year or month. Likewise, it is excruciating to have exposure to the worst ones. NilssonHedge tracks the best and worst managers per strategy group. These reports are updated throughout the month, as more data arrives. This page shows the managers that we have classified as Long Only Managers.

Best/Worst Long Only funds MTD, Performance, Flash Report, UBS, Power, Swisscanto, Picard, Commodity, Equity, Fixed Income
Best/Worst Long Only funds YTD, Performance, Flash Report, UBS, Power, Swisscanto, Picard, Commodity, Equity, Fixed Income

This report may not always display the correct results, so please verify the returns before taking a victory lap through the office. NilssonHedge does not endorse any managers on the list and ending up at the top or bottom probably tells you more about the risk of a particular than anything else.

Best/Worst Long Only funds MTD   Performance, Flash Report, UBS, Power, Swisscanto, Picard, Commodity, Equity, Fixed Income, AHL Target Risk, Risk Parity
Best/Worst Scatter Long Only funds YTD   Performance, Flash Report, UBS, Power, Swisscanto, Picard, Commodity, Equity, Fixed Income, AHL Target Risk, Risk Parity

The scatter plots above show the relationship between AUM and Returns (MTD/YTD). Large managers have progressively larger circles, showing that they have earned or lost more money. In some cases, we do not have reliable AUM numbers.

The Top 10 LongOnly and Worst 10 LongOnly funds for the reporting month are shown below. This is based on our proprietary composite data streams but may contain errors. These are not filtered for Asset Under Management and are ranked on a simple return metric without adjusting for volatility.

There may be additional funds that are better or worse, that we have not captured in our database. Please do tell us if we are missing your fund and we are happy to capture the data.