• A Special HedgeyeTV Webcast Event

    1st Annual Hedgeye Investing Summit

    The sharpest minds in investing discuss the latest market and economic developments and explain their investing implications.

Suffice to say, there was an allocation problem this year… but this has been a decade in the making. Note the % growth in Hedge Funds and Private Equity. We all of a sudden “have a call” on Asset Allocation because we took our Cash position to 96% in September. I am thinking the Cash allocation percent change increases in 2009!
KM