Everyone loves an underdog. While superheros have their fans, there’s something about a dark horse or a comeback kid that generates support for a hard-won victory
... Read more »Anatomy of an Upset Sep13
Posts Categorized: Hedge Fund Marketing
A Power(ful) Point: Less is More Jul25
The financial world is awash in presentation decks—loaded with data, charts, tables, graphs, and an endless series of bullets. Financial folks seem to think that lots of proof points make for strong arguments in favor of whatever they are selling. In the financial industry, many PowerPoints are assembled by analysts or other data-driven professionals, with zeal to ‘prove’ the message with lots of numbers-oriented content. But the reality is something else
... Read more »Trading Strategies to Offset Cognitive Biases Jun28
There are numerous factors which can degrade our performance from a psychological perspective. Today I’ll begin with three of them, and offer a few tricks I use as a fund manager to assist in neutralizing sub optimal decision making
... Read more »Your Fund Is Grossing Me Out! Jun6
I was roughly 13 years old when I fell for Nicolas Cage in Valley Girl. Between the Modern English montage of soda sharing and late-night phone calls (on corded phones and pay phones!) and the bitchin’ clothes and slang, my tweenage heart sang just a little for Hollywood punk Randy. In fact, if not for that movie, I doubt the phrases “Tubular!” and “Gag me with a spoon” would have ever made an appearance in my semi-rural Alabama hometown, even if the latter is what Northerners often think out loud when trying grits for the first time
... Read more »You’ve Hung Up Your Shingle, Here’s How To Mingle (With Investors) May22
You’ve hung up your fund management shingle, and maybe you’ve even raised some dough, but have you stopped to build a real capital raising plan yet? Because how you plan your push for new capital will determine, in part, how successful it is
... Read more »
