Trying For Too Much of a Good Thing?May21

Being aware of limited resources, limited capital, and limited time to focus on key activities requires a manager to…well…manage time and resources wisely to attain maximum results on a range of fronts. There’s literally no time for managers comfortable with wading through mountains of investment data to get caught in the weeds of management minutiae

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Bright Shiny Objects, all that Glitters isn’t GoldMay17

No doubt all of us at one time or another are swayed by appearances, if we are honest with ourselves.  Only later do we discover that this suspension of disbelief has hurt our results.  Let me state upfront that this happened to us in our relative youth, and share what we learned from it.  No bona fide excuses, we fell into this trap in the early 2000’s with a small investment in Bayou Fund.  Notwithstanding the size, it was painful, dumb and avoidable

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2018 Seward & Kissel Seed Transactions StudyMay16

The overall climate for hedge fund seeding activity warmed considerably in 2018, as the hedge fund industry and the financial markets moved beyond the volatility of 2016 and the perception of being overheated in 2017, resulting in one of the busiest years we have observed for seeding activity in the last decade. Our data indicates that seed deal activity increased decisively year over year, with institutional seeders reasserting themselves as the dominant drivers of activity in the marketplace

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