ALO25: Master Your Hedge Fund Allocation ft. John Jackson
Top Traders Unplugged
Niels Kaastrup-Larsen
4.8 • 670 Ratings
🗓️ 14 August 2024
⏱️ 65 minutes
🧾️ Download transcript
Summary
Join John Jackson, Global Head of Hedge Fund Research at Mercer, and Alan Dunne in this enlightening episode as they dive into the world of hedge fund selection! Discover how a leading institutional consultant selects hedge funds and builds robust portfolios. John shares his insights on why starting with manager selection is key to the portfolio construction process and how he integrates top-down considerations into the mix. The conversation delves into the roles different strategies play in a portfolio, how return expectations are set, and which strategies might thrive in a high-rate, volatile macro environment. John also takes us through Mercer’s rigorous process for researching and selecting new managers, what they look for in a manager, and potential red flags to watch out for. Plus, he sheds light on the importance of emerging managers, the AUM needed for a successful launch, and why he’s passionate about discovering these managers early on.
-----
50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE
-----
Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.
IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.
And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.
Learn more about the Trend Barometer here.
Send your questions to [email protected]
And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.
Follow Alan on Twitter.
Follow John on LinkedIn.
Episode TimeStamps:
02:37 - Introduction to John Jackson
05:40 - A changed environment for hedge funds?
08:42 - Best strategies for a high rates environment
11:50 - Are clients stuck in the past?
13:40 - A framework for building hedge fund allocations
18:13 - More art than science
19:15 - Define your objectives clearly
20:51 - A...
Transcript
Click on a timestamp to play from that location
| 0:00.0 | You know, I think I've tried every shortcut. |
| 0:09.0 | None of them have really worked. |
| 0:11.0 | And when it comes to edge fund investing, you have to do your work. |
| 0:16.0 | Otherwise, it's going to be surprises along the way, and they might be uncomfortable. |
| 0:23.5 | That's part of the reason why I like it is just because it's challenging. |
| 0:24.7 | Every day is kind of a challenge. |
| 0:30.2 | And even though you might have heard the same pitch ten times, you'll hear the 11th one, |
| 0:32.8 | and you're like, wow, this is really special, unique. |
| 0:36.4 | And, you know, I kind of want to go along for the ride here. |
| 0:41.9 | Imagine spending an hour with the world's greatest traders. |
| 0:46.4 | Imagine learning from their experiences, their successes, and their failures. |
| 0:48.4 | Imagine no more. |
| 0:51.1 | Welcome to Top Traders Unplugged, |
| 0:54.8 | the place where you can learn from the best hedge fund managers in the world, |
| 0:59.3 | so you can take your manager, due diligence, or investment career to the next level. |
| 1:03.3 | Before we begin today's conversation, remember to keep two things in mind. |
| 1:07.1 | All the discussion we'll have about investment performance is about the past, and past performance does not guarantee or even infer anything about future performance. |
| 1:12.4 | Also understand that there's a significant risk of financial loss with all investment strategies, |
| 1:16.7 | and you need to request and understand the specific risks from the investment manager |
| 1:21.3 | about their product before you make investment decisions. |
| 1:24.5 | Here's your host, veteran hedge fund manager, Niels Kostrup Larson. |
| 1:34.2 | For me, the best part of my podcasting journey has been the opportunity to speak to a huge |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Niels Kaastrup-Larsen, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Niels Kaastrup-Larsen and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.