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The Necessity to Correct Hedge Fund Returns: Empirical Evidence and Correction Method

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Author Info
Georges Gallais-Hamonno () (Centre Emile Bernheim, Solvay Business School, Université Libre de Bruxelles, Brussels and LEO, University of Orleans, France.)
Huyen Nguyen-Thi-Thanh () (La Rochelle Business School - CEREGE and LEO, France.)

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Abstract

We study two principal mechanisms suggested in the literature to correct the serial correlation in hedge fund returns and the impact of this correction on financial characteristics of their returns as well as on their risk level and on their performances. The methods of Geltner (1993), its extension by Okunev & White (2003) and that of Getmansky, Lo & Makarov (2004) are applied on a sample of 54 hedge fund indexes. The results show that the unsmoothing leaves the mean unchanged but increases significantly the risk level of hedge funds, whether the risk is measured in terms of the return standard-deviation or the modified VaR. Funds' absolute performances, measured by traditional Sharpe ratio and Omega index, decline considerably. By contrast, funds' rankings after the unsmoothing unexpectedly change slightly. However, some notable modifications in ranks of several funds are observed. The necessary transparency of the management practice requires that such a correction must be systematically done.

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File URL: http://www.solvay.edu/EN/Research/Bernheim/documents/wp07034.pdf
File Format: application/pdf
File Function: First version, 2007
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Publisher Info
Paper provided by Université Libre de Bruxelles, Solvay Brussels School of Economics and Management, Centre Emile Bernheim (CEB) in its series Working Papers CEB with number 07-034.RS.

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Length: 22 pages
Date of creation: Nov 2007
Date of revision:
Handle: RePEc:sol:wpaper:07-034

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Related research
Keywords: hedge funds; smoothed returns; performance evaluation; Sharpe ratio; Omega index.;

Find related papers by JEL classification:
G2 - Financial Economics - - Financial Institutions and Services
G11 - Financial Economics - - General Financial Markets - - - Portfolio Choice; Investment Decisions
G15 - Financial Economics - - General Financial Markets - - - International Financial Markets

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