Category Archives: Manager Spotlight

Manager Spotlight November 2015

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Raymond JookRaymond Jook
Founder, Managing Director & CIO,
Avant Capital Management (HK) Limited

AuM: >USD 150m
Strategy: Greater China Long Short Equity and Small-Mid Caps

Favorite…
Sport: Golf, swimming and jogging
Drink: Red wine
Food: Chinese

If you could time travel back to day one of your fund and have 15min with your former self to communicate any lessons you’ve acquired with the intention of saving yourself headaches, what would you tell yourself?
Pay a little more attention to the global macro economies and be more relaxed during times of market volatility. Stressing out during bad times will cloud your investment decision making process. Our fund was badly hit by the European credit crisis in 2011.
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Manager Spotlight October 2015

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BastianBastian Bolesta Bolesta
Founding Partner & CEO,
Deep Field Capital

AuM: USD 45 million
Strategy:  Systematic Managed Futures
Favorite…
Sport: Rock Climbing & Yoga
Food: Fusion Cuisine
Book: The Three Little Pigs

If you could time travel back to day one, when you started your trading program in July 2010 and have 15min with your former self to communicate any lessons you’ve acquired with the intention of saving yourself headaches, what would you tell yourself?
Try to focus on what you do best and what you are passionate about – in our case trading and research – and outsource as many of the other critical functions to professionals in their fields. Nowadays, we heavily rely on professionally hosted cloud computing for our purely systematic fully automated trade execution, the ongoing research process and the monthly re-modelling of the portfolio. If you are good in developing trading models try not to build an operational expertise in running a server park. Read More

Manager Spotlight September 2015

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Maciej WisniewskMWi
Founder & Fund Manager,
Macromoney Investments

AuM: USD 7 million
Strategy: Global Macro with Equity Bias

Favorite…
Sport: Martial Arts
Food: Asian cuisine
Book: The Art of War by Sun Tzu

If you could time travel back to day one of your fund and have 15min with your former self to communicate any lessons you’ve acquired with the intention of saving yourself headaches, what would you tell yourself?
As Graham used to say: “In the short run, the market is a voting machine but in the long run, it is a weighing machine.” So be patient even if for a few months the market is not in line with your convictions. But as Dan Loeb stressed in 2008 at the apex of the financial crisis, sometimes you have to be also able to change your mind in response to the evolution of market signals/data.
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Manager Spotlight July 2015

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Pedro de NoronhaPedro de Noronha
Founder & Portfolio Manager,
Noster Capital

AuM: USD 47 million
Strategy: Global Value

Favorite…
Sport: Surfing
City: Lisbon
Restaurant: Oliveto (London)
Book: The surrender experiment (M. A. Singer)
Artist: Elijah Bossenbroek

If you could time travel back to day one of your fund and have 15min with your former self to communicate any lessons you’ve acquired with the intention of saving yourself headaches, what would you tell yourself?
Continuously improve your processes, even (especially) when things are going your way. There is always something that you could be doing better. Read More