Hedge funds on track for another stellar year on AI boom


FILE PHOTO: The Wall Street entrance to the New York Stock Exchange (NYSE) is seen in New York City, U.S., November 15, 2022. REUTERS/Brendan McDermid/File Photo

NEW YORK, July 28 (Reuters) - Global ⁠hedge funds are on track for another blockbuster year, as they look to surpass their returns from ⁠2025 after an artificial intelligence boom buoyed first-half performance for money managers across most investment strategies, according ‌to a Goldman Sachs note sent to clients that was seen by Reuters.

During the first six months of this year, hedge funds returned an average of 7%, well above the 10-year average of 4.1%, according to the Goldman report. Those returns have been exceeded only twice, during the ​COVID years of 2020 and 2021 when market volatility boosted returns for ⁠fund managers. It marks the sixth consecutive half-year ⁠period in which hedge fund returns exceeded their long-term average.

"The first half of 2026 was notably strong for risk ⁠assets – ‌an equity market rally helped to offset softer fixed income performance, propelling a 60/40 passiveportfolio to a return of 5.7% – but in spite of this, hedge funds continued their run of outperformance," Goldman said.

Demand from allocators, ⁠or investors who back hedge funds, has also surged during this year, ​amid a broadening flow of capital ‌into the industry.

In a July survey of 341 hedge fund allocators overseeing more than $1.5 trillion invested in hedge ⁠funds, Goldman found ​nearly half of those investors planned to increase their hedge fund exposure in the second half of 2026, while only 3% expected to reduce it. The bank said net demand for hedge funds reached a new record and remained well ahead of other asset ⁠classes across the alternative investments industry.

Institutional investors that were surveyed by Goldman ​reported average hedge fund portfolio returns of 7.3% in the first half, while private capital investors, including family offices and private banks, reported returns of 8.8%.

Every major hedge fund strategy brought in fresh capital during the first half – a first in ⁠five years. Quantitative, or computer-driven, funds continued to attract strong new money, while multi-strategy funds posted their strongest inflow levels in five years.

The asset management industry also continued to outperform a traditional "60/40" portfolio – a widely used benchmark that allocates 60% to stocks and 40% to bonds. Goldman said hedge funds have outperformed such portfolios by roughly 250 basis points, or ​2.5 percentage points annually, over the past five years, reflecting what it described ⁠as a more favorable environment for generating "alpha," or returns above a market benchmark.

Among strategies, equity long/short funds delivered blockbuster returns, generating ​gains of 17.7% on average during the first half. Goldman said those ‌managers benefited from unusually strong stock-picking opportunities as large differences ​emerged between individual stock performances.

Stock-trading hedge funds finished June with double-digit returns for the year, aided by their ability to successfully navigate already crowded trades.

(Reporting by Anirban Sen in New York; Editing by Will Dunham)

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