Arbitrage (arbitrage) funds are described as strategies designed to exploit mispricing between an exchange-traded futures contract and its underlying asset. The core idea is that when the futures price diverges from the value implied by the underlying asset, the fund can take positions intended to benefit from the gap as prices converge. Because the strategy’s returns depend on how quickly and in what direction these pricing differences normalize, arbitrage funds may not behave like conventional active funds that target broader market returns relative to a single benchmark. As a result, the funds’ performance may not necessarily generate “alpha” in the same way as other actively managed products measured against a typical benchmark used for stock or market exposure. Both sources emphasize that the arbitrage fund’s objective is specifically tied to futures–underlying mispricing rather than to outperforming a benchmark through general stock selection or directional calls. Overall, the articles explain the positioning and expected role of arbitrage funds in a portfolio context, noting their distinct link to market microstructure and pricing convergence.
Arbitrage funds aim to profit from pricing gaps between futures and underlying assets
Arbitrage (arbitrage) funds are described as strategies designed to exploit mispricing between an exchange-traded futures contract and its underlying asset. The core idea is that when the futures pric...
- Arbitrage funds seek to exploit mispricing between futures contracts and their underlying assets.
- The strategy profits from pricing gaps that exist before convergence.
- Returns are driven by futures–underlying price relationships rather than general market direction.
- Arbitrage funds may not generate alpha relative to the same benchmark as active funds.
- Both articles describe these funds primarily in terms of exploiting futures-to-spot mispricing.
Arb funds are positioned to exploit any mispricing between futures and its underlying asset, hence they may not necessarily generate alpha from the same benchmark as the active fund
23 hours agoArb funds are positioned to exploit any mispricing between futures and its underlying asset, hence they may not necessarily generate alpha from the same benchmark as the active fund
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