Liquidity Risk and the Cross-Section of Hedge-Fund Returns

 

Ronnie Sadka

 

Abstract

 

This paper demonstrates that liquidity risk as measured by the covariation of fund returns with unexpected changes in aggregate liquidity is an important determinant in the cross-section of hedge-fund returns. Using the aggregate liquidity risk factor in Sadka (2006), this paper shows that funds that significantly load on liquidity risk subsequently outperform low-loading funds by about 8% annually over the period 1994--2007. This outperformance is independent of the illiquidity of a fund as measured by lockup and redemption notice periods. These findings are also robust to risk controls, portfolio rebalancing frequency, and potential return smoothing. The results highlight the importance of understanding systematic liquidity variations in the evaluation of hedge-fund performance.

 

A copy of the paper is available [here].