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Crypto is the New Emerging Market Equity
Recently, I was having a conversation with my partner Nishu about how the recent volatility in crypto reminded me of what I’ve frequently...
10 min read


The Search For Yield Brings Me Full Circle
20 years ago, I moved from programming trading and risk management systems to working at an endowment analyzing hedge funds. The...
4 min read


Investing in Emerging Markets and Emerging Asset Classes a Prelude to Our Thoughts on Crypto
This was originally supposed to be posted before we altered our strategy to focus on investment in systematic crypto strategies. In the...
7 min read


The Real Problem with Hedge Funds
In the past five years, hedge funds have suffered a lot of unfair criticism and even open hostility. Mainly, hedge funds went from...
8 min read
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