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Focusing On Uncorrelated Sources Of Return

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Jacob Wolinsky
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ValueWalk’s Raul Panganiban interviews David Miller the Co-Founder, CIO and Senior Portfolio Manager of Catalyst Capital Advisors. In this part, David discusses how IPOx fits into an investor's portfolio, his thoughts on portfolio construction, the uncorrelated return streams, and active investing and passive investing.

Q1 hedge fund letters, conference, scoops etc

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Alright, yeah, and then from the investor’s perspective how does a fund like yours, IPOx fit into, or really like how you provide exposure to the IPO market?

Yeah. So the way that we fit into an investor’s portfolio is really...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid