medium · Frm Part 2 Risk & Investment Management

A hedge fund is analyzed using various performance metrics. The fund has a high Treynor ratio but a low Sharpe ratio.

What is the most likely structural characteristic of this fund?

  1. The fund is undiversified and carries significant idiosyncratic risk that is not captured by its beta.
  2. The fund is an 'all-weather' portfolio that maintains a constant Sharpe ratio across different market regimes.
  3. The fund's returns are highly smoothed, leading to an understated standard deviation.
  4. The fund has successfully eliminated its systematic risk through hedging, leaving only alpha-driven returns.

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