How’s it going, everyone? Today, we’re diving deep into a topic that’s crucial for current and emerging fund investment managers: what are earmarked investments? A Strategic Tool Earmarked investments stand out as a nuanced strategy, enabling managers to meet specific investor goals with precision and foresight. For fund managers, earmarked investments are a strategic allocation … More What are Earmarked Investments?
How’s it going, everyone? Today, we’re diving into a topic that sounds more complicated than it really is and answer the question: What is portfolio rebalancing? The Balancing Act of Investing Imagine you’re walking a tightrope. On one end, you’ve got your risk tolerance, and on the other, your investment goals. The perfect balance? That’s … More What is Portfolio Rebalancing?
What’s up, everyone? Today, we’re covering an interview that Lincoln Archibald had with Nancy Morales from Dynasty Power about building a $300M Energy Hedge Fund! Listen to the podcast “Funds that Won” to get the full audio! Energetic Trading Lincoln Archibald: Nancy, tell us about what you do! Nancy Morales: We trade power and electricity … More Building a $300M Energy Hedge Fund
How’s it going, everyone? Today, I want to tell you how Citadel made billions! Citadel’s CEO is Ken Griffin and he is managing $67 billion today across his multiple hedge fund strategies! Citadel netted $16 billion dollars last year! As a reference, Walmart netted $11 billion last year. Click here to see my YouTube video! … More How Citadel Made BILLIONS
What’s up, everyone? Today, I want to give you an update on new World Reserve Currency changes! Listen up, because this greatly affects you as a fund manager and human being! Last week’s headline: China Completes 1st Yuan-Settled LNG Trade with France Liquefied Natural Gas (“LNG”) is natural gas that has been cooled down to … More UPDATE on New World Reserve Currency Changes
What’s up, everyone? Today, I want to discuss the crazy life of a fund manager! I’ve gotten a lot of questions recently about my life as a fund manager. In this blog, I hope to answer a few of those… What’s a Normal Day as a Fund Manager? This will vary depending on what type … More The Crazy Life of a Fund Manager
How’s it going, fellow managers? Today, I’ll tell you what fund managers don’t compete for investors! Check out my YouTube short to see a 1-minute summary and admire my artistic ability! Any kind of business competes for consumers, clients, or customers. If someone isn’t buying your product, they are buying someone else’s! So why do … More Why Fund Managers Don’t Compete for Investors
What’s up, everyone? Today, I’m telling you why I quit my finance job to start funds! 2018 I was a young entrepreneur/college student; I started 6 different businesses! I was doing Chinese tutoring, flipping houses, and completing finance internships all at the same time. One day, I visited my dad’s business partner at his beautiful … More Why I Quit My Finance Job to Start Funds
Hello fund managers! Today, I want to talk a bit about capital calls as a fund manager. What’s a Capital Call? Generally, a one-million-dollar fund will not have all that capital on hand. In other words, the investors commit their money to the fund, but it doesn’t leave their bank account until the fund manager … More Capital Calls as a Fund Manager
Happy Holidays, everyone! Today, I want to tell you how to go from Robinhood trader to hedge fund manager. I know 4 retail traders that suddenly pivoted and started a hedge fund. Within one year, their hedge fund made $500 million! Retail Traders Usually, when they start out, they are happy with their career. Then, … More How to Go From Robinhood Trader to Hedge Fund Manager