Posted by & filed under Events, Hedge Fund Performance, Interviews.

By Holly Singer, HS Marketing, & Hedge Connection’s Director of Content

Hedge Connection’s December 3, 2018 year-end program featured a ‘Manager Quick Fire’ moderated by Robert Akeson, Co-Head of Prime Brokerage at Mirae Asset Securities.  Five managers, each with a distinct investment strategy, presented their Best Idea for 2019, followed by audience Q&A. We are sharing excerpts of this thought leadership content as highlighted below.


Mach 100 LP – Best Idea for 2019: Nano Dimension Ltd

By David N. Baker, Managing Principal, Mercadyne

Please review the Mach 100 LP fund disclaimer here.

Investment Strategy: global small and micro-capitalization, non-correlated, equity focused, capitalizing on discovery premium and information arbitrage (disparities from publicly available information)

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A Best Idea: Spectrum Macro Equity Environment Model

By Emily Frazier, Spectrum

Investment Strategy: Generally applies a top-down technical approach to understand and gain insight into the markets

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Kyrgyzgold & Turkgold – Best Ideas for 2019

By Daniel McConvey, Rossport Investments

Investment Strategy: specializing in the metals and mining sector, long/short (long bias) investing in equities and related futures positions

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Best Idea: Pacific Gas & Electric Corp. (PGC)

By Roy Studness, Studness Capital

Investment Strategy: Bank and Utility Total Return Strategy

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Note: Past performance is not necessarily indicative of future results.  Forward-looking statements reflect the Investment Manager’s views as of such date with respect to possible future events.  Actual results could differ materially from those in the forward-looking statements as a result of factors beyond the manager’s control.  Investors are cautioned not to place undue reliance on such statements.  No party has an obligation to update any of the forward-looking statements in this document.


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