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AQR Diversified Arbitrage I

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  1. Merger and arbitrage funds

    Commentary

    Tue, 17 Jan 2012

    I bought AQR Diversified Arbitrage I ( ADAIX ) about a year ago looking for an ..... I have no intention of selling ADAIX (unless I really wanted it to make ..... b) if other people are holding ADAIX ? It actually made a fairly decent

  2. What Role Do Alternatives Play in a Portfolio?

    Headlines

    Sun, 6 Nov 2011

    an obstacle for retail funds that use hedgelike strategies. "I added an arbitrage/merger fund, AQR Diversified Arbitrage ADAIX , about a year ago, when it appeared both stocks and bonds faced headwinds. It's gone absolutely nowhere, but I'm willing

  3. Three Funds to Protect Against Market Volatility

    Headlines

    Fri, 12 Aug 2011

    relatively high price--the fund's 2.00% expense ratio exceeds the category's 1.88% average. AQR Diversified Arbitrage ADAIX Market-neutral strategies typically hedge out all market exposure by taking long and short equity positions that offset each

  4. Adding money to FI - review of options, suggestions welcome

    Commentary

    Sat, 26 Mar 2011

    WEFIX (multisector short) 7% 10% ADAIX (arbitrage) 14% 15% OAKBX (treasuries ..... short) 7% 12% FGMNX (GNMA) 0% 3% ADAIX (arbitrage) 14% 17% OAKBX (treasuries ..... 0% 3% OSTIX (high yield) 0% 7% ADAIX (arbitrage) 14% 15% OAKBX (treasuries

  5. New Year’s Resolution: Diversify with Arbitrage

    Headlines

    Mon, 10 Jan 2011

    of the AQR Diversified Arbitrage fund ( ADAIX ). As a traditional ‘60/40’ investment ..... asset flows, but my favorite is still ADAIX , which is the only alternative mutual fund on our firms ‘Approved List.’ ADAIX invests in three types of arbitrage strategies

  6. Momentum Everywhere…

    Headlines

    Fri, 17 Dec 2010

    time-series momentum). The Diversified Arbitrage fund ( ADAIX ) seeks to earn a liquidity premium by investing in a combination ..... He is the head of the Investment Committee and currently owns ADAIX and AQMIX. The views expressed do not necessarily represent

  7. From Barron’s 2010-Q3 Mutual Fund Supplement

    Commentary

    Sat, 9 Oct 2010

    Fixed-income fund picks – PELBX, OSTIX, PFIUX, LSBDX ; equity fund picks – OAKGX, MSILX, CISGX, LLPFX, FPACX, ADAIX . Pg L19: China is making Australia a hot commodity. A way to play China is through Australian ETFs EWA (large caps; 3

  8. From Barron’s October 11, 2010 (Part 1)

    Commentary

    Sat, 9 Oct 2010

    funds, funds favored by a wealth manager (fixed-income PELBX, OSTIX, PFIUX, LSBDX ; equity OAKGX, MSILX, CISGX, LLPFX, FPACX, ADAIX ), China and Australia connection, and Q3 review and data. More later......

  9. A Common-Sense Approach to Asset Allocation

    Headlines

    Thu, 10 Jun 2010

    should everything go wrong. Examples would be Cliff Asness; he's got a number of funds but AQR Diversified Arbitrage Fund ADAIX is the first one that we've used. And Andy Lo of MIT has a hedge fund-replication strategy, Natixis ASG Global Alternatives

  10. Surveying the Alternative Investments Universe

    Headlines

    Thu, 8 Apr 2010

    Collar COLLX , Driehaus Active Income LCMAX , Aston / Lake Partners LASSO Alternatives ALSOX , and AQR Diversified Arbitrage ADAIX , all of which put varying spins on the long - short strategy , are worth a look . Bear Market The Premise : In contrast with

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