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What we do

Aurum is a hedge fund investment specialist focused solely on selecting hedge funds and managing fund of hedge fund portfolios. Our portfolios are designed to grow and protect our clients’ capital, while providing consistent and diversified returns.

At Aurum, we believe investors ought to have access to best in class hedge fund managers and solutions that can deliver the returns they are seeking and we have over a quarter of a century or building knowledge of the industry and listening to investors’ concerns.

Aurum provides a trusted and repeatable investment and operational due diligence process, with a proven and consistent investment philosophy. Investors need to feel secure in their choice of provider.

We have delivered results to clients with five clear investment needs
To access the Aurum range of funds please register here

Real inflation adjusted returns

Low volatility of returns

Capital protection during turbulent markets

Low correlation to equities and bonds

High consistency of positive performance

Get the latest Hedge Fund Data & Insights

Hedge fund performance by strategy – explore

17/03/2020

Click on the strategy you are interested in and you can then click through further into any sub-strategy of interest.

Monthly hedge fund performance review – April 2023

19/05/2023

Hedge fund performance was generally positive in April; the average hedge fund net return across all strategies was 0.51%. April was a month of lower volatility…

Hedge fund industry performance deep dive – Q1 2023

28/04/2023

In summary… Global growth surprised markets positively in Q1 2023. Global equities*** and bonds** returned 6.35% and 3.19% respectively. Strategies…

Aurum’s quarterly review – Q1 2023

26/04/2023

Performance for Aurum’s commingled fund of hedge funds’ $US classes ranged from marginally negative to -2.4% for Q1. While Aurum’s portfolios delivered…

Monthly hedge fund performance review – March 2023

25/04/2023

Hedge fund performance was mixed in March, the average hedge fund net return across all strategies was -0.39%. Strategies exhibiting a higher beta to equities…

A guide to hedge fund fees and redemption terms

06/04/2023

In summary Investors determine whether hedge fund fees and redemption terms are appropriate through the manager selection process. Consideration is given…

Monthly hedge fund performance review – February 2023

21/03/2023

Hedge fund performance was mixed in February, the average hedge fund net return across all strategies was -0.19%. Strategies with a higher beta to equities…

Monthly hedge fund performance review – January 2023

21/02/2023

Hedge fund performance was generally positive in January, the average hedge fund net return across all strategies was 1.83%. Strategies with a higher beta…

Hedge fund industry performance deep dive – Full year 2022

27/01/2023

The hedge fund industry was down 2.4% in 2022. Global equities** and global bonds*** have fallen 20.0% and 16.7% respectively. It has been an extremely…

Aurum’s quarterly review – Q4 2022

24/01/2023

All of Aurum’s managed funds and bespoke accounts delivered positive returns in the fourth quarter of 2022. Performance for Aurum’s commingled fund…

Monthly hedge fund performance review – December 2022

20/01/2023

Hedge fund performance was generally positive in December, the average hedge fund net return across all strategies was 0.50%. Strategies with a lower beta…

Monthly hedge fund performance review – November 2022

19/12/2022

Hedge fund performance was generally positive in November, although underlying strategies had mixed performance. Long biased was the top performing master…

Evaluating carbon offsetting programmes

30/11/2022

With COP27 moving the focus on climate justice up the agenda, it seemed a good time to share with you a recent conversation between Emily Forsyth-Davies,…

Arbitrage deep dive – Oct 22

07/12/2022

The period under review includes ‘the worst cross asset selloff since 1981’ with simultaneous declines across equities, commodities, corporate and…

Monthly hedge fund performance review – October 2022

21/11/2022

Hedge fund performance was largely positive in October. Strategies with a higher beta to equities outperformed other strategies, as most equity markets…

Macro deep dive – Sep 22

28/10/2022

Macro funds generated an average return of 2.2% in the 12 months through September 2022. Strategy AUM has fallen by $11.1bn, due to net outflows of $16.3bn…

Aurum’s quarterly review – Q3 2022

25/10/2022

All of Aurum’s managed funds and bespoke accounts delivered positive returns in the third quarter of 2022. Performance for Aurum’s commingled fund…

Monthly hedge fund performance review – September 2022

18/10/2022

Hedge fund performance was mixed in September, whilst equities and bonds sold off, particularly in the latter part of the month. Hedge fund performance…

Quant deep dive – Aug 22

06/10/2022

Quant funds generated an average return of 12.8% in the 12 months to August 2022 Strategy AUM has grown by $42.8bn, net profits contributed $47.8bn of…

Monthly hedge fund performance review – August 2022

22/09/2022

Hedge fund performance was largely positive in August, whilst equities and bonds sold off, particularly in the latter part of the month. Hedge fund performance…

Back to basics series

14/09/2022

In this educational series about hedge funds, we go back to basics, looking at what hedge funds are, why investors choose to invest in hedge funds and…

Monthly hedge fund performance review – July 2022

18/08/2022

Hedge fund performance was generally positive in July, albeit with some exceptions, with narrower dispersion than in June. Strategies with a higher beta…

Does structure matter? Hedge funds v alternative UCITS – H1 2022 update

08/08/2022

Earlier this year we wrote about the growing performance gap that has emerged between hedge funds and their alternative UCITS (“alt UCITS”) counterparts…

Hedge fund industry deep dive – H1 22

01/08/2022

Hedge fund performance was down 4.0% YTD. H1 2022 has been an extraordinarily challenging time period, not only for financial markets, but also for the…

Aurum’s quarterly review – Q2 2022

26/07/2022

All of Aurum’s managed funds and bespoke accounts delivered positive returns in the second quarter of 2022. Performance for Aurum’s commingled fund…

Why manager selection is critical when building a hedge fund portfolio

21/07/2022

Manager selection is critical when it comes to investing in hedge funds or fund of hedge funds. In the latter part of 2021, we did a short note looking…

Equity long/short deep dive – May 22

06/07/2022

Equity l/s underperformed over the past year, with the strategy underperforming directional equities, as well as the broader hedge fund universe. Equity…

Monthly hedge fund performance review – May 2022

20/06/2022

Hedge fund performance was generally negative in May, with wider dispersion than in April. Macro was the only master strategy with positive returns. Strategies…

Multi-strategy deep dive – Apr 22

31/05/2022

Multi-strategy funds posted 12 consecutive months of positive returns during a period that provided a number of significant challenges across the hedge…

Is performance or asset gathering driving growth in hedge fund industry assets?

23/05/2022

In the wake of recent market volatility, even more investors are seeking downside protection from hedge funds, resulting in large inflows into the hedge…

Monthly hedge fund performance review – April 2022

19/05/2022

Hedge fund performance was mixed in April with slightly wider dispersion than in March. Strategies with a higher beta to equities remained weaker than…

Aurum’s quarterly review – Q1 2022

26/04/2022

All of Aurum’s managed funds and bespoke accounts delivered positive returns in the first quarter of 2022. Performance for Aurum’s commingled fund…

Monthly hedge fund performance review – March 2022

20/04/2022

Hedge fund performance was generally positive in March; dispersion was slightly wider than in February. Strategies with a higher beta to equities remained…

Three top tips for designing an employee volunteering programme

08/04/2022

Emily Forsyth-Davies, Head of ESG, Aurum Research Limited, has recently revamped the Aurum Group’s UK employee volunteering offering. These are her three…

Monthly hedge fund performance review – February 2022

22/03/2022

Hedge fund performance was mixed in February; dispersion was tighter and losses were less severe than in January. Strategies with a higher beta to equities…

Event deep dive – Jan 22

07/03/2022

Event driven funds generated an average return of +9.1% in the 12 months to January 2022. AUM has grown by $28.5bn, 76% of this growth was driven by performance….

Monthly hedge fund performance review – January 2022

21/02/2022

Most hedge fund strategies finished 2021 with positive performance in December, with slightly tighter dispersion than was observed in November. Strategies…

Does structure matter? Hedge funds v Alternative UCITS

15/02/2022

Since their inception in 2007 So, in conclusion it seems that the perception of safety and enhanced liquidity that alt UCITS offer seems to have come…

Aurum’s quarterly review – Q4 2021

27/01/2022

All of Aurum’s managed funds and bespoke accounts delivered positive returns in the fourth quarter of 2021. Performance for Aurum’s commingled funds…

Monthly hedge fund performance review – December 2021

25/01/2022

Most hedge fund strategies finished 2021 with positive performance in December, with slightly tighter dispersion than was observed in November. Strategies…

2021 hedge fund industry deep dive

21/01/2022

A combination of positive performance and marginal net inflows saw industry assets grow over the year by just over $243bn. From a growth perspective,…

Forget the hedge fund black box… welcome to the world of the green box

07/01/2022

People often associate hedge fund secrecy with quant funds and the so-called black box now welcome to the green box. Hedge funds are inherently private…

Seasonality of hedge fund returns

15/12/2021

Using the Aurum Hedge Fund Data Engine to analyse the seasonality of hedge fund returns over the last 10 years seems to clearly indicate that hedge fund…

Doing good and maximising returns

14/12/2021

Hedge funds that pay proper regard to ESG do exist, but at present, investors need to look ‘under the bonnet’ in order to fully understand, monitor…

Arbitrage deep dive – 2021

06/12/2021

Arbitrage strategies posted strong performance in the 12 months to October 2021, returning 8.3% net of fees. Yet the master strategy only ranks second…

Do ESG hedge funds really exist? Yes, but…

03/12/2021

ESG assets rose to $37.8 trillion at year end in 2020 and in 2021 (to 31st July), half of European ETF inflows have been to ESG funds. The disparate…

Aurum’s quarterly review – Q3 2021

28/10/2021

Risk assets advanced over the quarter, supported by the initial roll-out of COVID-19 vaccinations across much of the world and significant re-opening from…

Beating the beta bandits?

27/10/2021

An analysis of the returns of the hedge fund industry, such as that in Aurum’s latest hedge fund industry deep dive shows the large beta component of…

The (un) balanced portfolio – were hedge funds there to protect investors in September?

11/10/2021

In October last year, Kevin Gundle, Aurum Research Limited’s CEO, warned investors of the risks of relying on the traditional 60/40 portfolio whether…

Quant deep dive – 2021

08/10/2021

Whilst over the 12 months to August, quant funds saw positive performance, it has remained a challenging environment on a relative basis when benchmarked…

Aurum’s quarterly review – Q2 2021

28/07/2021

The majority of Aurum’s managed funds and bespoke accounts delivered positive returns in the second quarter of 2021. Performance for Aurum’s commingled…

Hedge fund industry deep dive – 2021

27/07/2021

Risk assets appreciated in H1, supported primarily by the continued roll-out of the global COVID-19 vaccination programmes as well as the announcement…

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