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2 - What is a hedge fund?

Published online by Cambridge University Press:  22 September 2009

Gordon de Brouwer
Affiliation:
Australian National University, Canberra
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Summary

This chapter sets out definitions of hedge funds in terms of their legal structure and in terms of the strategies they pursue. It reviews evidence on the number and size of hedge funds, as well as their performance as investment vehicles.

The term ‘hedge fund’ was first coined in 1949 to describe a private investment partnership set up by Alfred Winslow Jones which ‘hedged’ the risk in its operations by buying what it perceived to be undervalued stocks and ‘short selling’ (Box 1) what it perceived to be overvalued stocks, with the combination varying over time as Jones' assessment of market conditions changed.

Box 1: Short-selling

Short-selling is the sale of an asset, such as a bond, equity or foreign currency, that the vendor does not own. The vendor first borrows the asset from another party, with the promise of repaying it back at some future time, and then sells it. If the price of the asset has fallen by the time the vendor is due to repay it to the lender, then he can buy it back in the market for less than he initially sold it. The profit is the selling price less the buying price and the cost of borrowing the asset.

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Publisher: Cambridge University Press
Print publication year: 2001

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  • What is a hedge fund?
  • Gordon de Brouwer, Australian National University, Canberra
  • Book: Hedge Funds in Emerging Markets
  • Online publication: 22 September 2009
  • Chapter DOI: https://doi.org/10.1017/CBO9780511493331.003
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  • What is a hedge fund?
  • Gordon de Brouwer, Australian National University, Canberra
  • Book: Hedge Funds in Emerging Markets
  • Online publication: 22 September 2009
  • Chapter DOI: https://doi.org/10.1017/CBO9780511493331.003
Available formats
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Save book to Google Drive

To save content items to your account, please confirm that you agree to abide by our usage policies. If this is the first time you use this feature, you will be asked to authorise Cambridge Core to connect with your account. Find out more about saving content to Google Drive.

  • What is a hedge fund?
  • Gordon de Brouwer, Australian National University, Canberra
  • Book: Hedge Funds in Emerging Markets
  • Online publication: 22 September 2009
  • Chapter DOI: https://doi.org/10.1017/CBO9780511493331.003
Available formats
×