21 episodes

Join us as we attempt to create a hedge fund, staring from nothing!

How To Start A Hedge Fun‪d‬ Willow Oak Advisory

    • Investing
    • 4.8 • 6 Ratings

Join us as we attempt to create a hedge fund, staring from nothing!

    How To Start A Hedge Fund - Episode 21 - Willow Oak Advisory

    How To Start A Hedge Fund - Episode 21 - Willow Oak Advisory

    Welcome to another instalment from the team at Willow Oak Advisory. This month we verge ever closer to finishing up all our testing, retesting, and re-retesting and are on the verge of publishing everything. We talk in a little more detail about the legalese behind using the broker we are and how the MAM/PAMM works.
    We are also in discussion with a potential partner who is looking to introduce investors, so we touch on that as well as answer some questions from you, the listener.
     
     


    DISCLAIMER


    The opinions expressed in this podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital; please seek advice from an investment professional.

    • 1 hr 16 min
    How To Start A Hedge Fund - Episode 20 - Willow Oak Advisory

    How To Start A Hedge Fund - Episode 20 - Willow Oak Advisory

    In this episode, we take a deep dive into our volatility strategy, Fear n' Loathing, as well as a top-level look at Ubique as a whole and how all three strategies come together. The rule sets for everything has now been written and we are currently undertaking a full rebuild of all the strategies to validate our work.
    Once completed, we will be in a position to go live...
     
    DISCLAIMER
    The opinions expressed in this podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital; please seek advice from an investment professional.

    • 1 hr 23 min
    How To Start A Hedge Fund - Episode 19 - Willow Oak Advisory

    How To Start A Hedge Fund - Episode 19 - Willow Oak Advisory

    This episode we do a deep dive into one of the two new strategies, specifically the Dow Jones Seasonality play we have. We also examine the new broker FXPRIMUS who we will be used to execute our trades. This episode will be a 2-parter as we look to do a deep dive into our new volatility strategy which we will be releasing in the coming week.
    As always, we answer some listener questions, including ones on Markov Models, and backtesting problems.
     
     

    • 1 hr 20 min
    How To Start A Hedge Fund - Episode 18 - Willow Oak Advisory

    How To Start A Hedge Fund - Episode 18 - Willow Oak Advisory

    WE APOLOGISE FOR THE POOR AUDIO QUALITY THIS EPISODE, THIS WILL BE RESOLVED BY NEXT TIME!
     
    Welcome to the first instalment of 2021, where Tim and Kemble discuss a pivot we are making with the fund. We are introducing a new volatility play, which has forced us down a different route from the ETF approach, which in turn has lead to some exciting developments, including the fact that we are now trading!
     
    All this and more, on this months episode, plus we put a few questions to our new Chief Investment Officer.

    • 1 hr 15 min
    How To Start a Hedge Fund - Episode 17 - Willow Oak Advisory

    How To Start a Hedge Fund - Episode 17 - Willow Oak Advisory

    Big announcement time! We have a new CIO joining the team and we on today's episode we get to meet him! We also look at the monthly figures for November which showed a net gain of over 7%, but some interesting results within the individual strategies, and as always, we answer a few questions from you, the listeners.
    For more information, please visit www.willowoakadvisory.com

    • 46 min
    How to Start a Hedge Fund - Episode 16 - Willow Oak Advisory

    How to Start a Hedge Fund - Episode 16 - Willow Oak Advisory

    We cover a lot of subjects today, on Episode 16, from Correlations issues, the US Election, winning awards, and much more besides.
    We also go through the monthly results for October, and our Summer Stint of May-Oct, and answer a few listener questions. I also take a few moments to thank some of the listeners who have reached out over the last couple of months and helped out where they can!

    • 59 min

Customer Reviews

4.8 out of 5
6 Ratings

6 Ratings

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