Efficiently Inefficient PDF

Efficiently Inefficient PDF

Efficiently Inefficient PDF (How Smart Money Invests and Market Prices Are Determined) describes the key trading strategies used by hedge funds and demystifies the secret world of active investing. Leading financial economist Lasse Heje Pedersen combines the latest research with real-world examples and interviews with top hedge fund managers to show how certain trading strategies make money–and why they sometimes don’t. 

Category: Stock

Author: Lasse Heje Pedersen

Language: English

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Introduction

Efficiently Inefficient describes the key trading strategies used by hedge funds and demystifies the secret world of active investing. Leading financial economist Lasse Heje Pedersen combines the latest research with real-world examples and interviews with top hedge fund managers to show how certain trading strategies make money–and why they sometimes don’t. Pedersen views markets as neither perfectly efficient nor completely inefficient. Rather, they are inefficient enough that money managers can be compensated for their costs through the profits of their trading strategies and efficient enough that the profits after costs do not encourage additional active investing.

Understanding how to trade in this efficiently inefficient market provides a new, engaging way to learn finance. Pedersen analyzes how the market price of stocks and bonds can differ from the model price, leading to new perspectives on the relationship between trading results and finance theory. He explores several different areas in depth–fundamental tools for investment management, equity strategies, macro strategies, and arbitrage strategies–and he looks at such diverse topics as portfolio choice, risk management, equity valuation, and yield curve logic.

The book’s strategies are illuminated further by interviews with leading hedge fund managers: Lee Ainslie, Cliff Asness, Jim Chanos, Ken Griffin, David Harding, John Paulson, Myron Scholes, and George Soros. Efficiently Inefficient effectively demonstrates how financial markets really work. Free problem sets are available online at http://www.lhpedersen.com

WHO SHOULD READ THE BOOK?
Anyone interested in financial markets can read it. The book can be read at different levels, both by those who want to delve into the details and those who prefer to skip the equations and focus on the intuitive explanations and interviews. It is meant both as a resource for finance practitioners and as a textbook for students. First, I hope that the book is useful for finance practitioners working in hedge funds, pension funds, endowments, mutual funds, insurance companies, banks, central banks, or really anyone interested in how smart money invests and how market prices are determined.

Second, the book can be used as a textbook. I have used the material to teach courses on investments and hedge fund strategies to MBA students at New York University and master’s students at Copenhagen Business School. The book can be used for a broad set of courses, either as the main textbook (as in my course) or as supplementary reading. The book can be read by students ranging from advanced undergraduates to Ph.D. students, several of whom have gotten research ideas from thinking about efficiently inefficient markets. My website contains problem sets for each chapter and other teaching resources: www.lhpedersen.com.

Table of Contents- Efficiently Inefficient PDF

The Main Themes in Three Simple Tables vii

Preface xi

Who Should Read the Book? xiv

Acknowledgments xv

About the Author xvii

Introduction 1

  1. Efficiently Inefficient Markets 3
  2. Global Trading Strategies: Overview of the Book 7

iii. Investment Styles and Factor Investing 14

Part I Active Investment 17

Chapter 1 Understanding Hedge Funds and Other Smart Money 19

Chapter 2 Evaluating Trading Strategies: Performance Measures 27

Chapter 3 Finding and Backtesting Strategies: Profiting in Efficiently Inefficient Markets 39

Chapter 4 Portfolio Construction and Risk Management 54

Chapter 5 Trading and Financing a Strategy: Market and

Funding Liquidity 63

Part II Equity Strategies 85

Chapter 6 Introduction to Equity Valuation and Investing 87

Chapter 7 Discretionary Equity Investing 95

Interview with Lee S. Ainslie III of Maverick Capital 108

Chapter 8 Dedicated Short Bias 115

Interview with James Chanos of Kynikos Associates 127

Chapter 9 Quantitative Equity Investing 133

Interview with Cliff Asness of AQR Capital Management 158

Part III Asset Allocation and Macro Strategies 165

Chapter 10 Introduction to Asset Allocation: The Returns to the Major Asset Classes 167

Chapter 11 Global Macro Investing 184

Interview with George Soros of Soros Fund Management 204

Chapter 12 Managed Futures: Trend-Following Investing 208

Interview with David Harding of Winton Capital Management 225

Part IV Arbitrage Strategies 231

Chapter 13 Introduction to Arbitrage Pricing and Trading 233

Chapter 14 Fixed-Income Arbitrage 241

Interview with Nobel Laureate Myron Scholes 262

Chapter 15 Convertible Bond Arbitrage 269

Interview with Ken Griffin of Citadel 286

Chapter 16 Event-Driven Investments 291

Interview with John A. Paulson of Paulson & Co. 313

References 323

Index 331

Reviews

“Pedersen’s book can be recommended to a wide spectrum of readers interested in financial markets in general and hedge funds in particular.”—Jacek Klich, Central Banking

“Encyclopedic in its cataloguing of active management strategies and authoritative in its analysis of the practical issues of their implementation. Pedersen grounds his exposition in landmark scholarly articles and, where quantitative analysis is required to elucidate a concept, conveys his message without resorting to arcane mathematics.”—Martin S. Fridson, Financial Analysts Journal

“This is an interesting and stimulating book for finance scholars combining the skills of an active funds manager and educator at some of the world’s premier business schools.”—Kevin Daly, Economic Record

“Despite the author’s high level of understanding he manages to deliver a high quality but also easily understandable guide to the strategies.”—Mats Larsson, Investing by the Books

“This valuable and intriguing book provides a contemporary survey of investments across a wide spectrum of asset classes and strategies. Combining a wonderful narrative with a rigorous analytical structure, Efficiently Inefficient serves the needs of students, serious investors, and professionals. It is an important contribution to the investment literature.”―Gary P. Brinson, CFA, GP Brinson Investments

“For a book on investments, Efficiently Inefficient sets a completely different and higher standard. Pedersen blends the best and latest research, accessible to both MBA students and professionals, with the insights of some of the world’s leading hedge fund managers. It works beautifully.”―Darrell Duffie, Stanford University

Efficiently Inefficient is a truly modern and masterful introduction to how finance will be studied and practiced in the twenty-first century.”―Andrei Shleifer, Harvard University

“How are markets efficient enough to stump most investors, yet inefficient enough to allow hedge fund managers to earn huge profits? Lasse Pedersen, who has contributed greatly to the ‘new finance’ of liquidity and financial frictions, answers this question with a tour-de-force combination of original research and provocative interviews with hedge fund managers.”―Laurence B. Siegel, CFA Institute Research Foundation

“Lasse Pedersen is a gifted financial market theorist who understands that theory is most satisfying when it is combined with a deep practical understanding of institutional detail and market frictions. This terrific book showcases his strengths in all of these dimensions.”―Jeremy Stein, Harvard University

“This accessible book explains hedge fund strategies and how to design, construct, evaluate, implement, and risk manage them. The section on securities lending and borrowing is interesting and novel, and Pedersen’s discussion of macro and central bank strategies is one of the best I have seen in any book on hedge funds. His account of portfolio construction is superior.”―Robert Kosowski, Imperial College Business School

Efficiently Inefficient bridges academic finance and the practice of finance. Students will appreciate the insights of top investment managers and the sections on transactions costs and liquidity are especially valuable. I will use the book in my graduate course on investment and I highly recommend it to all those working in the investment management industry.”―Campbell R. Harvey, editor of the Journal of Finance (2006–2012)

About the author

Lasse Heje Pedersen is a finance professor at Copenhagen Business School and New York University’s Stern School of Business, and a principal at AQR Capital Management. A distinguished financial economist, he has won a number of awards, notably the Bernácer Prize, awarded to European economists under forty who have made outstanding contributions in macroeconomics and finance.

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