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DataFinder Instructions

DataFinder is a free tool on the BarclayHedge.com for researching Hedge Funds, Funds of Hedge Funds and CTAs. Start DataFinder now.

 

What is the difference between DataFinder and DataFinder Pro?

 

DataFinder is a free tool for researching hedge funds, FoFs and CTAs.

DataFinder Pro is available when you purchase a subscription to any BarclayHedge database that contains performance data. DataFinder Pro has two parts:

  1. DataFinder Pro is available on the BarclayHedge.com website. It is an enhanced version of DataFinder for the database you subscribe to. All the dimmed fields are available, the Portfolio Calculator is enhanced, and the profiles are significantly more detailed.
  2. When you use the BarclayHedge database on your computer, the fund and/or program names are clickable. When you click a fund name, a browser window opens and displays an easy-to-read 8-page report with detailed information about the fund. The "Statistics & Risk" page includes extra calculations that are not in the database, such as the Sharpe ratio.

DataFinder Pro is updated real-time. For a free demonstration of DataFinder Pro, contact Richard Rubin by calling +1 (641) 472-3456 x112 (9:00AM - 5:00PM CST).

Learn more about the BarclayHedge databases.

 

How do I search for hedge funds or CTA programs by strategy?

 

  1. From the DataFinder page, click either the "Hedge Fund Search" or the "CTA Search" button.
    NOTE: You may be prompted to log in. If you are not a Registered User, follow the directions for a "New User – Free Member Registration."
  2. Select the "Basic Search" tab.
  3. In the "Select Investment(s) Strategy" area, click on the investment strategies that interest you.
    • If searching for Hedge Funds and you want to search on all strategies the funds use, uncheck the "Only search primary strategy" box.
    • If searching for CTA’s select the appropriate criteria in the "Search Criteria" section.
    NOTE: To see a description of a strategy, click the red "?" mark.
    A summary of your search appears above the "Basic Search" tab.
  4. To refine your search, make selections under the Statistics, Details and Correlations tabs.
  5. To obtain your results, click the red "Search" button at the bottom of the page.
    A list of Hedge Fund or CTA Profiles appears.
  6. Click any fund or program name to see its Profile.
    • Here you can plot a VAMI chart that compares the fund’s performance against the S&P 500, NASDAQ, the Barclay Hedge Fund Index or the Barclay CTA Index for a 1, 3 or 5 year time period.
  7. To return to your list of Profiles, click "Results" near the top of the page, or the "Back" button in your browser.
    NOTE: At this point you may choose to create a Quicklist, select funds to correlate against a fund or a benchmark, or use the Portfolio Calculator.

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How do I rank hedge funds or CTA programs with DataFinder?

 

  1. From either the "Hedge Fund Search" or the "CTA Search" page, select the "Basic Search" tab.
  2. In the "Choose Action" section, select "Display Manager Rankings."
  3. Select the end date, which will be the last month to be used in the 12- and 36-month rankings.
  4. In the "Select Investment(s) Strategy" area, select the investment strategies that interest you.
    • If searching for Hedge Funds and you want to search on all strategies the programs use, uncheck the "Only search primary strategy" box.
    • If searching for CTA’s select the appropriate criteria in the "Search Criteria" section.
    NOTE: A summary of your search appears above the "Basic Search" tab.
  5. To refine your search, make selections under the Statistics, Details and Correlations tabs.
  6. To obtain your results, click the red "Search" button at the bottom of the page.
    The top 10 rankings for your criteria appear, ranked by Compound Annual Return and Sharpe Ratio for the last 12 and 36 months.
  7. Click any fund or program name to see its Profile.
  8. To return to your list, click "Results" near the top of the page, or click the "Back" button in your browser.

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How do I search for a hedge fund or CTA by name?

 

  1. From either the "Hedge Fund Search" or the "CTA Search" page, select the "Basic Search" tab.
  2. In the "Choose Action" section:
    • Select "Display Fund Profiles" for Hedge Funds
    • Select "Display Manager Profiles" for CTAs
  3. Type the first part of the name (at least 3 characters) into the "Enter Fund Name" box. (For CTA’s enter into the "Enter Program Name" box). If necessary, type more of the name until the fund(s) or program(s) you want are on the list.
    NOTE: Users of Internet Explorer Version 6 will not see a list pop up but can still enter a partial name and click the "Search" button.
    In a few moments, a list of matching funds or programs, including the primary search strategy, pops up.
  4. Place your mouse pointer over the list to keep it open.
    NOTE: If you wait too long, the list disappears. Delete and re-type the last letter to make the list reappear.
    NOTE: A Summary of your search appears above the "Basic Search" tab.
  5. To obtain your results, click the red "Search" button at the bottom of the page.
    A list of Hedge Fund or CTA Profiles appears.

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How do I create a Quicklist?

 

  1. Once you’ve obtained your list of Hedge Fund or CTA profiles in the Results window, click the "[+]" next to the fund name to add it to the Quicklist.
    NOTE: You must have at least three funds in the Quicklist to use the Portfolio Calculator.
  2. Click the "View Toolbox" button.
    A small "Quicklist" window pops up.

 

How do I analyze custom portfolios?

 

Before you can use the Portfolio Calculator, you must create a Quicklist.

  1. In the "Quicklist" window, click the "Portfolio Calculator" button.
    The Portfolio Results page appears. (If you purchase a subscription to a BarclayHedge database that contains performance data, you can use DataFinder Pro to allocate equity.)
  2. Choose the portfolio start date and end date.
  3. Click the red "View Portfolio" button. The portfolio results appear.
    The portfolio's performance is shown, with monthly, quarterly and annual changes. In the Portfolio Details section, the Performance Statistics include return stats, wins and losses, best and worst 12 months, correlation against the Barclay Ratio, Efficiency Ratio, Sharpe Ratio, Sortino and Sterling.
  4. To change the dates, click the red "Enter New Dates" button.
    NOTE: To return to your list of results, click "Results" near the top of the page, or click the "Back" button in your browser. If you changed the dates or edited the portfolio more than once, you will have to click multiple times.

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How do I correlate a portfolio against a fund or a benchmark?

 

Before you can use the Correlation Calculator, you must create a Quicklist.

  1. From the "Quicklist" window select one of the funds.
    NOTE: This fund will be correlated against the other funds. You are required to choose a fund to get into the Correlation Calculator tool.
  2. Click the "Correlation" button.
    The Correlation Results page appears. The funds on your Quicklist are correlated against the fund you selected.
  3. To correlate the funds against one of approximately 70 benchmarks, choose the benchmark from the list and click the red "Correlate Against Benchmark" button. The results appear.
  4. To return to your list of results, click "Results" near the top of the page, or click the "Back" button in your browser. If you correlated more than once, you will have to click multiple times.

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