Chief Investment Officer Names Heard Capital 2021 Hedge Fund of the Year

Chief Investment Officer announced its 2021 Asset Management and Servicing winners and named Heard Capital the 2021 hedge fund of the year. The award announcement can be found below and a link to the Chief Investment Officer announcement page and more information can be found here.

Hedge Funds

Heard Capital Winner

The foundation of Heard Capital’s concentrated, long-term investment strategy is using key sector debates to identify potential investment opportunities, rather than using a typical screening methodology. Founded in 2010 by William Heard (then in his 20s and a former analyst at Stark Investments and other places), the firm focuses on the questions the market is wrestling with across the technology, media, communications, financial services, and industrial sectors. Then it uses its dauntless research capabilities to identify the companies that provide the best long-term solutions for each debate. This approach helps lead Heard Capital to companies that may be overlooked by others (its active share is between 95% and 98%), avoiding the biases that come with traditional screening, including those that require a prevailing factor regime to generate excess returns.

The alpha generation has been meaningful and consistent: The Heard High Conviction Long Only Fund has generated approximately 300 basis points (bps) of excess return annually since its founding in 2011. Year to date through October, the fund has generated approximately 700 bps of excess return with no prevailing factor bias, no FAANG [Facebook, Amazon, Apple, Netflix, or Google] exposure, and no energy or private company allocations.

Finalists

• Banner Asset Management

• Balyasny Asset Management (BAM)

• Lone Peak Partners Management

• PAAMCO Prisma

• Stable Asset Management

• Standard General

• Starboard Capital Partners

Disclaimer: References made to awards are not an endorsement by any third party to invest with Heard Capital LLC, are not indicative of future performance, and may not be representative of individual clients’ experiences. Investors and prospective investors should not rely on such references for any purpose and should conduct their own independent review prior to making any investment. Heard Capital LLC does not pay any fees to be considered for awards or recognitions.

The information on this site has not been approved or verified by the United States Securities and Exchange Commission (the “SEC”) or by any state securities authority. Registration with the SEC does not imply a certain level of skill or training.
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