Blog
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Too Basic to Notice, Too Big to Ignore: Tom Ferguson on the VC Opportunity in Water Tech
This week on The Derivative, Jeff Malec sits down with Burnt Island Ventures founder Tom Ferguson to explore why water might be the most underappreciated investment theme on the planet.…
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Asset Class Semantics, Comm Theory, and the Art of Debate
Is managed futures an asset class? We think the answer is yes, and we’ve said as much in the past,…
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Is Winton lucky rather than good?
Gather enough CTAs together, and talk will inevitably turn to the biggest name in the managed futures space – Winton.…
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How T2’s Tilson (Doesn’t) Manage Risk
When Whitney Tilson, founder and manager of the hedge fund T2 Partners, went on CNBC to talk to the Fast…
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What’s in a Ranking?
We’re not the only ones who rank CTAs, but not all rankings use the same criteria. Recently, a client of…
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More from the MFA 2012 Forum
MFA continues, and so do our conversations with managers. Yesterday we had the opportunity to chat with Welton Investments and…
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The MFA Arrives
The Managed Funds Association’s Forum 2012 conference is well underway here in Chicago, giving us a chance to learn what…
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Tell Us What You Think
We put a substantial amount of work into our research and publications, because we believe that investor education should come…
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Mind the Gap
We’ve been cheering the markets to go to zero for a while now, since trend followers are largely in short…
