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Hedge Funds in 2026: Which Strategies Are Working and Why?
Hedge funds carry a mixed reputation among investors. Concerns about fees, tax implications and limited liquidity are real considerations. But so is the value they can add in the right portfolio for the right investor.
In the latest episode of The Wealth Enterprise Briefing, Managing Partner Michael Zeuner, Deputy CIO Matt Farrell, and Investment Associate Andre Westin examine how specific hedge fund strategies performed through the volatility of early 2026 and what investors should weigh before building a position.
They discuss:
- Hedge funds are a structure, not a strategy, and why that distinction is central to how investors should approach them.
- How to evaluate a fund's performance against the macro environment it was designed to operate in, rather than against a fixed benchmark.
- Which strategies lagged in 2025 and have since added meaningful value in early 2026, and what shifted between those two periods.
- Why healthcare hedge funds and merger arbitrage have been among the stronger performers in recent quarters, and what is driving that.
- What rising equity dispersion signals for quantitative equity strategies going forward.
- Why the 12-year period, during which the S&P 500 was essentially flat, makes a compelling case for maintaining hedge fund exposure through equity bull markets.
If you'd like to discuss how hedge funds might fit within your portfolio construction, please be in touch.
Important Information:
The Wealth Enterprise Briefing contains our current opinions and commentary, which are subject to change without notice. The Briefing is distributed for informational and educational purposes only and does not consider the specific investment objective, financial situation or particular needs of any recipient. Information contained herein has been obtained from sources we believe to be reliable, but we do not guarantee its completeness or accuracy. The information in the Briefing is not a recommendation of any security, and should not be relied upon as investment, legal or tax advice. Please consult with your investment, legal and tax advisors regarding any implications of the information presented in this presentation.
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By WE Family OfficesHedge funds carry a mixed reputation among investors. Concerns about fees, tax implications and limited liquidity are real considerations. But so is the value they can add in the right portfolio for the right investor.
In the latest episode of The Wealth Enterprise Briefing, Managing Partner Michael Zeuner, Deputy CIO Matt Farrell, and Investment Associate Andre Westin examine how specific hedge fund strategies performed through the volatility of early 2026 and what investors should weigh before building a position.
They discuss:
- Hedge funds are a structure, not a strategy, and why that distinction is central to how investors should approach them.
- How to evaluate a fund's performance against the macro environment it was designed to operate in, rather than against a fixed benchmark.
- Which strategies lagged in 2025 and have since added meaningful value in early 2026, and what shifted between those two periods.
- Why healthcare hedge funds and merger arbitrage have been among the stronger performers in recent quarters, and what is driving that.
- What rising equity dispersion signals for quantitative equity strategies going forward.
- Why the 12-year period, during which the S&P 500 was essentially flat, makes a compelling case for maintaining hedge fund exposure through equity bull markets.
If you'd like to discuss how hedge funds might fit within your portfolio construction, please be in touch.
Important Information:
The Wealth Enterprise Briefing contains our current opinions and commentary, which are subject to change without notice. The Briefing is distributed for informational and educational purposes only and does not consider the specific investment objective, financial situation or particular needs of any recipient. Information contained herein has been obtained from sources we believe to be reliable, but we do not guarantee its completeness or accuracy. The information in the Briefing is not a recommendation of any security, and should not be relied upon as investment, legal or tax advice. Please consult with your investment, legal and tax advisors regarding any implications of the information presented in this presentation.