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Hedge Synergy

Performance of the Hedge Synergy NAV, Long Portfolio, Short Portfolio and S&P 500

I have been interested in hedge fund strategy since October 1998. The virtual long/short equity Hedge Synergy Fund was started on October 1, 2004. The web site was launched April 23, 2005 and is updated weekly (see Barron's classified ads 4/25/05 page MW6). The above chart shows the returns of the virtual Hedge Synergy Fund NAV (net returns after deducting Performance/Asset Fee), long portfolio, short portfolio and the S&P 500. For an explanation of my methodology please see Hedge Strategy.


2017 Q4 Quarterly Hedge Fund Performance - Friday 09/29 to Friday 12/29

The above chart shows the performance of the virtual Hedge Synergy Fund NAV (net returns after deducting Performance/Asset Fee), Hedge Synergy Fund Gross returns, Long Portfolio, Short Portfolio and the S&P 500 for the fourth quarter of 2017. On September 29, 2017, the short stock portfolio was 30% of fund equity and the long stock portfolio was 100% of fund equity. This made the funds net exposure 70% and the gross exposure 130%.



 

* The portfolio market capitalization statistics are calculated at the time the current portfolios are updated.



 2017 Q4- Friday 09/29 to Friday 12/29
The above table shows the returns of the individual Long and Short Portfolios for the current quarter. To review the returns of the previous quarters, please go to to the Portfolio Returns web page.


Drawdown of the Hedge Synergy Fund NAV and the S&P 500


Performance of the Hedge Synergy Fund NAV Relative to the S&P 500