risk management

hedge

An investment made to reduce the risk of adverse price movements in an asset, typically through an offsetting position in a related security.

Example

The airline bought oil futures as a hedge against rising jet fuel costs.

Memory Tip

A hedge is a FENCE around your investment — protecting it from downside.

Why It Matters

Hedging helps protect your wealth from unexpected market moves that could significantly reduce your savings or investment portfolio value. Understanding how to hedge allows you to make more informed decisions about protecting assets that matter to you, whether that is a home, retirement account, or business interests.

Common Misconception

Many people believe hedging is the same as insurance or that it guarantees profits and eliminates all risk. In reality, hedging reduces risk but comes with costs and trade-offs, and it can actually limit your gains if prices move in your favor.

In Practice

A farmer growing wheat might sell futures contracts for their expected harvest at a locked-in price of $6 per bushel, even though current prices are $5. If prices drop to $4 by harvest time, the futures contract protects them, but if prices rise to $8, they only receive $6 because they hedged their position.

Etymology

From Old English 'hecg' (a fence, boundary). To 'hedge' a bet meant limiting exposure by betting on both sides.

Common Misspellings

hegehedghedgge
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Related Terms

hedge fundoptionsRisk Management

More in risk management

Other risk management terms you should know

hedgingMaking an investment to reduce the risk of adverse price movinterest rate riskThe risk that changes in interest rates will negatively affecounterparty riskThe risk that the other party in a financial transaction wilsystemic riskThe risk of collapse of an entire financial system or marketliquidity riskThe risk that an asset cannot be sold quickly enough to prevconcentration riskThe risk of loss from having too large a portion of a portfo

See Also

derivatives
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