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 Funds, dnb@mercadyne.com
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)
A Best Idea: Spectrum Macro Equity Environment Model
By Emily Frazier, Spectrum Financial, Emily@investspectrum.com
Investment Strategy: Generally applies a top-down technical approach to understand and gain insight into the markets
Kyrgyzgold & Turkgold – Best Ideas for 2019
By Daniel McConvey, Rossport Investments LLC, daniel.mcconvey@rossport.com
Investment Strategy: specializing in the metals and mining sector, long/short (long bias) investing in equities and related futures positions
Best Idea: Pacific Gas & Electric Corp. (PGC)
By Roy Studness, Studness Capital Management, roy@studness.com
Investment Strategy: Bank and Utility Total Return Strategy
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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