MarketWatch wrote a rather nice piece of commentary on an unassuming hedge fund manager, who is currently 34 years old, trying to raise capital. He meets a group of prospective hedge fund investors and fields their questions. Everyone was astounded that he does not seem to know where the market is going, how, without this, he was able to make so much returns, and even earned a positive return being long in the great financial crisis.
The 400% Man
What I took notice are these things: The article provides a glimpse of his very good process or system as we called it. Often when we start off, we have so much doubts, and have voices from the internet, acquaintances, pulling your system all over the place. Allan found a fundamentally sound method and dug deep and created a simple, somewhat primitive process. But its a process of offline deep reading, ......