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Cliff Asness' AQR sees multiple hedge funds up double digits in 2025, beating the market

1. AQR's hedge funds doubled S&P 500 returns in H1 2025. 2. S&P 500 rebounded from a 20% sell-off, reaching record highs. 3. AQR's Apex and Delphi funds returned 11.4% and 11.6% respectively. 4. Market uncertainty persists amid global trade conflicts and geopolitical issues. 5. AQR's AUM rose from $99 billion to $142 billion since early 2024.

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FAQ

Why Bullish?

The strong performance of AQR reflects positive investor sentiment and market recovery, typically enhancing overall market momentum similar to past instances like the 2017 rally following tax reforms.

How important is it?

The article highlights significant fund performance, indicative of overall market trends, influencing investor strategies and perceptions.

Why Short Term?

The immediate rebound in S&P 500 and AQR's strong performance may drive investor interest, creating short-term market volatility as seen in mid-2020 after significant market drops.

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