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Nelson Wu: The Returns Just Aren’t There Because Everybody’s Doing The Same Thing

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Jacob Wolinsky
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ValueWalk's Raul Panganiban interviews Nelson Wu, the founder of OpenSquare Capital. In this part, Nelson discusses his thoughts on passive investing versus active, portfolio diversification, contrarian investing, dealing with volatile moments, the level of stress on money managers, how he manages risk, and where he develop the credit analysis.

Q2 hedge fund letters, conference, scoops etc

Herd
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And then going to the passive, what are your thoughts on passive investing versus active?

There’s nothing wrong with it. I think for most investors it makes sense. I...

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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