Welcome
Hedge Funds
Disclaimer
Key Themes
Performance 2006
What Is Inside?
The 'Absolute Return' Myth
Case Study
Expectations
Expectations (YTD)
There Will Be Times
Portfolio Fit
Defensive Investment
Cuation On Single Managers
Size Of Allocation
What To Do About It
Disclaimer
What's Happening?
Rolling 12-Month Risk
Recent Trends
Still Good Reason
Lonsec's Approach
Place In Portfolios
Asset Management
Hotspot
Relevancy
How Can Hedge Funds Be Used?
Mange Your Expectations!
Fixed Interest Alternative
Be Mindful
Tight Credit Spreads
Growth In Credit Derivatives
Currently Very Low Equity Market Volatility
Too Much Leverage
Thank You
