In Alternative Views Hedgeweek®,goes behind closed doors with those in the know to get the latest on hedge funds. Today, we speak to Doc Horn, equity partner and head of the total return equities fund at Pictet Asset Management. 

Current market assessment (0:35); the balance between offensive and defensive plays (3:31); the most compelling equity opportunities (5:15); the attraction of China equities (8:00); the strongest sources of alpha (9:10); the shifting makeup of investors (13:47); convincing managers to work in the Pictet structure (16:10).