CARL’s El Capitan Strategy Risk Management and Market Review
Release Date: 10/04/2022
Invest with CARL - Woodworth Contrarian Fund Investment Strategy with Quinn & Drew Millegan
Invest with CARL
In this episode, CARL’s Jamie Uppenberg speaks with Quinn Millegan and Drew Millegan, investment managers for the Woodworth Contrarian Fund strategy now available on the CARL app. Listen in as they take a deep dive into the fundamentals of contrarian investing, sharing insights on why this strategy has been successful for their fund. The Millegan brothers highlight their long-term investment approach, emphasizing the importance of identifying undervalued opportunities and weathering market downturns. They discuss the impact of digital transformation on their workflow and underscore...
info_outline
Invest with CARL - CARL’s Fuji Investment Strategy with Masao Matsuda and George Egan
Invest with CARL
In this episode, CARL’s Jamie Uppenberg speaks with George Egan and Masao Matsuda, investment managers for the Fuji strategy now available on the CARL app. Fuji is an outcome-oriented investment fund. Copernicus Investment and Risk Advisors uses the proprietary Dynamic Factor Portfolio (DFP) strategy developed by Masao Matsuda, PhD and FRM as a result of his decades of research as a Financial Risk Manager (FRM) at Nikko Securities and beyond. The strategy is predictive of equity market volatility, which is used as a basis to build a portfolio of quant index strategies used by...
info_outline
Invest with CARL - Introducing Carthage Fund II with Investment Manager, Stephen Wu
Invest with CARL
In this episode, CARL’s Jamie Uppenberg speaks with Stephen Wu, investment manager for Carthage Fund II now available on the CARL app. Carthage's primary objective is to achieve a weekly profit margin of +0.5-1% through the sale of options, collecting premiums, which is expected to compound to an annualized return in the range of +30-60%. Notably, our strategy yielded impressive returns of +194% in 2020, +149% in 2021, +30% in 2022, and +41% in 2023. At Carthage, our approach diverges from attempting to predict market direction or whether a stock will go up or down. Instead, we...
info_outline
Invest with CARL - Introducing MB Commodities Capital with Investment Manager, Maleeha Bengali
Invest with CARL
In this episode, CARL’s Jamie Uppenberg speaks with Maleeha Bengali, investment manager for MB Commodities Capital, LLC, now available on the CARL app. MB Commodities Capital uses a forward looking cross asset arbitrage models to pick up on future demand trends that are yet to be priced into the Equity and Commodity market based on any economic cycle. The strategy uses a multi lens approach that goes through all Macro, Derivative, Technical trading mixed with in depth physical Commodity (Oil, Copper, Iron ore, Gold, Silver, Bitcoin and more) market analysis to zero in on how to capitalise on...
info_outline
CARL’s Fuji Investment Strategy - New Stablecoin Opportunity Available on the CARL App
Invest with CARL
CARL’s Fuji Strategy is the first cryptocurrency offered on the CARL platform. Our investors have been asking for a different type of alternative investment that aligns with CARL’s standards of quality and delivers stable consistent returns with low risk. Fuji stakes stablecoins into single-sided and multi-asset liquidity pools. The objective of the strategy is to achieve a low risk yield opportunity. Fuji targets an annualized return of 5-7% and makes use of smart contracts and fiat-pegged stablecoins to execute the strategy and reduce volatility. In this...
info_outline
Making Your Money Work with Sam Sivarajan
Invest with CARL
Joining the show today is personal finance expert, senior financial services executive, and bestselling author, Sam Sivarajan. Sam’s latest book Making Your Money Work: The Secrets to Financial Health is a unique and engaging handbook that distills expert financial wisdom into an engaging narrative non-fiction format. In their conversation, Sam and CARL’s Jamie Uppenberg discuss everything from risk management in hedge funds to crypto currency. Sam’s knowledge is strong and steeped in his many years of experience working with some of the wealthiest people in the world. ...
info_outline
CARL’s Fitz Roy Quant Hedge Fund Strategy with Investment Manager Gunnar Cuevas
Invest with CARL
CARL’s Fitz Roy Hedge Fund Strategy has been available to CARL investors now for several months and it has performed well for what has been a difficult year for many investors. Fitz Roy's primary objective is to generate superior returns while minimizing risk. The Fund seeks to achieve its objective by taking advantage of a proprietary investment product designed to identify short-term investment opportunities in portfolio holdings. The strategy allocates capital across multiple strategies. All strategies are directional. When combined the fund's overall portfolio is neutral to...
info_outline
CARL’s El Capitan Strategy Risk Management and Market Review
Invest with CARL
Listen in on a conversation with investment managers, Sergio Nozal and Daniel Requejo, as they discuss in detail how the El Capitan strategy currently available on the CARL platform manages risk and their take on the market today. El Capitan is a quant hedge fund strategy with a fundamental philosophy based on the selection of global markets with the greatest inflow of capital at the present time. The strategy uses quantitative decision making techniques that measure the strength of the market based on the flow of capital. Episode Highlights: 0:00 - Intro 2:08...
info_outline
The Future of Hedge Funds: A Conversation with Spiros Margaris
Invest with CARL
Joining the show today is venture capitalist, advisor, board member, thought leader and founder of Margaris Ventures, Spiros Margaris. Spiros is also the #1 FinTech influencer in the world and has advised not one but two unicorns. In their conversation, Spiros and CARL’s Jamie Uppenberg discuss the rise of retail investors in hedge funds, the changing market, how hedge funds and alternative investments such as CARL’s strategies fit into a larger portfolio, machine learning, and Spiros’ expert tips and wisdom. Episode Highlights: 0:00 - Intro 1:05 - About Spiros...
info_outline
CARL’s Teton Quant Hedge Fund Strategy with Investment Manager Brent Belote
Invest with CARL
CARL’s Teton Strategy is a systematic energy program that seeks to deliver growth, diversification, and preserve capital in the oil market. It utilizes over 1,000 fundamental data points and systematizes the art of fundamental trading with a focus on trading futures and options in the WTI, Brent, Gasoline, and Heating Oil markets. In this episode,Teton investment manager, Brent Belote, speaks with CARL’s Jamie Uppenberg about how the Teton strategy functions, what universe it operates in and why, how it manages risk, and some reflections and projections on the state of...
info_outlineListen in on a conversation with investment managers, Sergio Nozal and Daniel Requejo, as they discuss in detail how the El Capitan strategy currently available on the CARL platform manages risk and their take on the market today.
El Capitan is a quant hedge fund strategy with a fundamental philosophy based on the selection of global markets with the greatest inflow of capital at the present time. The strategy uses quantitative decision making techniques that measure the strength of the market based on the flow of capital.
Episode Highlights:
0:00 - Intro
2:08 - What does risk mean to El Capitan?
4:10 - An overview of El Capitan
5:29 - how important risk management is
6:42 - Has El Capitan’s risk strategy changed over time?
8:06 - Benefits of a ”tail hedge” strategy
10”01 - The job of the strategy manger
10:37 - Market review
13:222 - The bond market
16:11 - How the El Capitan system projects the end of a bull market and how the strategy functions
21:08 - El Capitan’s recent performance
Links & Resources
Download the CARL App for iOS https://apps.apple.com/us/app/carl-app/id1518314520
Download the CARL App for Android https://play.google.com/store/apps/details?id=com.investwithcarl.carl
About the Guests
Sergio Nozal is an industrial Engineer and postgraduate in Business with more than 20 years of experience in the financial markets. In 2009 Sergio founded the first Options trading school in Spanish language. A trading school specialized in trading options in the US market. Since 2011 he is managing private capital.
Daniel Requejo is a computer engineer with more than 25 years of experience in complex IT transformation projects around the world. He has been interested in the financial markets and algorithm trading since 2001. He is expert in algorithm trading development and testing.
**********************************************
Alternative investments for the digital age!
Sophisticated investment strategies aren’t just for institutions anymore. CARL is bringing the power of quantitative investment strategies to all accredited investors, not just the uber-wealthy. With lower minimum investments than ever before, 15-25% targeted returns, and no lock-up periods, CARL is creating a new world of possibility for investors.
Learn more https://investwithcarl.com/index.php
Listen to the Invest with CARL Podcast https://investwithcarl.com/podcast.html
Follow CARL:
Instagram https://www.instagram.com/investwithcarl/
Facebook https://www.facebook.com/InvestWithCARL/
Twitter https://twitter.com/investwithCARL
LinkedIn https://www.linkedin.com/company/invest-with-carl/
Medium https://medium.com/@investwithcarl
Inquiries [email protected]