MY STRATEGIES
I run a personal fund that is comprised of three underlying strategies. The first strategy is managing a highly curated basket of mainly U.S. and European equities in a market neutral macro hedge fund format. My main research focus in this strategy is on the short side of the portfolio. The second strategy is investing opportunistically while staying long term in natural resources, metals and agricultural commodities using futures and options. I call this the “warehousing” strategy. The third strategy is managing a long volatility portfolio as a hedge against market declines and to make substantial profits in the event of a major market dislocation.
STRATEGY 1
In the first strategy, I am long and short a highly curated basket of individual mostly U.S. and European equities. On the long side, these are companies that may have extraordinary growth potential and companies that are so-called “value” companies. On the short side, these are companies that are fundamentally overvalued and whose business models may be misunderstood and where expectations are too high. This strategy provides a hedge against generally poor market conditions and provides significant profit opportunities in rising markets.
STRATEGY 2
In the second strategy, I am mainly long natural resources, metals, and agricultural commodities using options and futures. I invest opportunistically and use trend following techniques that have the potential to deliver outsized returns.
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STRATEGY 3
In the third strategy, I am long volatility when I think it is appropriate, and actively manage the cost of maintaining the volatility hedge. This strategy gives me the ability to hedge against minor market drawdowns, as well as the ability to profit handsomely in the event of a major market decline, even while keeping the cost of maintaining the strategy low.