How To Start A Hedge Fund

Welcome to the first installment of 2023, where we catch up on what's been happening in the world, discuss not only Q4 2022 results which were finally in the black, but also look back at all of 2022. We make some bold predictions for 2023 and as always, answer some listener questions. To find out more information about Willow Oak or the Ubique fund, please visit our website, www.willowoakadvisory.com. If you would like to get in touch, please send an email to podcast@willowoakadvisory.com, we'd love to hear from you.   DISCLAIMER The opinions expressed in this podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital; please seek advice from an investment professional.

Welcome to our roundup and review of Q3 for 2022. This episode we take dive into the recession the world is facing, break down the numbers for the last quarter, go into detail about the history of Monte Carlo theory, and as always, answer some listener questions.   To find out more information about Willow Oak or the Ubique fund, please visit our website, www.willowoakadvisory.com.   If you would like to get in touch, please send an email to podcast@willowoakadvisory.com, we'd love to hear from you.   DISCLAIMER The opinions expressed in this podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital; please seek advice from an investment professional.

Welcome to our Q2 2022 instalment of How to Start a Hegde Fund, where we provide an update on the Ubique Fund's performance in Q2 of this year, look at how the markets and the world economy at large stands, as well as discuss some changes we have made to the backbone of our investment strategy with the introduction of a third cash option for our Golden Ratio strategy. As always, we answer some questions, and drink some port as this recording took multiple days to record due to technical issues, we shall blame on Tim!

We're back once again, now in a Quarterly format to look back at the previous couple of months. In this episode we look at where we are at with our strategies which are under development, as the state of the market this year as well as the usual chit chat and distractions.

Welcome to another installment of How To Start A Hedge Fund. In this episode we review 2021 as a whole, explore the volatility that was January, and discuss the advancements we are making in new strategies. We also answer some listener questions    To find out more information about Willow Oak or the Ubique fund, please visit our website, www.willowoakadvisory.com   If you would like to get in touch, please send an email to podcast@willowoakadvisory.com, we'd love to hear from you.   DISCLAIMER The opinions expressed in this podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital; please seek advice from an investment professional.

Welcome to the last edition for 2021, of How to Start a Hegde Fund from Willow Oak Advisory.   This month we take a look back at the numbers for the year, both for Ubique and the S&P500 to see how we have faired, we explore some changes we have made to our platinum plays, as well as update everyone on Penicillin. find out more information about Willow Oak or the Ubique fund, please visit our website, www.willowoakadvisory.com If you would like to get in touch, please send an email to podcast@willowoakadvisory.com, we'd love to hear from you.   DISCLAIMER The opinions expressed in this podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital; please seek advice from an investment professional.

Welcome to our November edition of How to Start a Hedge Fund. Now October is over we are back in the markets and looking towards ending the year strong. We take a closer look at what Platinum is doing as this is doing interesting things once again, we do a deep dive into Penicillin, our new FX strategy we have been hinting at, and we also drink a bottle of wine each.   find out more information about Willow Oak or the Ubique fund, please visit our website, www.willowoakadvisory.com   If you would like to get in touch, please send an email to podcast@willowoakadvisory.com, we'd love to hear from you.   DISCLAIMER The opinions expressed in this podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital; please seek advice from an investment professional.  

Welcome to another installment from Willow Oak Advisory. This month we explain some changes we are making to how we are going to report our numbers etc, going forward from monthly to quarterly. We dissect September's results and dive into some of the strategies we are currently working on in the FX space. We also do a deep dive into the importance of compounding after a listener asked us about its importance in long-term investing.   find out more information about Willow Oak or the Ubique fund, please visit our website, www.willowoakadvisory.com   If you would like to get in touch, please send an email to podcast@willowoakadvisory.com, we'd love to hear from you. DISCLAIMER The opinions expressed in this podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital; please seek advice from an investment professional.

Welcome to another episode! This month we look at how we can define an edge in the market to show that what we are doing isn't luck, we discuss the current state of the markets as to whether a crash is imminent, and as always we answer a few listener questions. find out more information about Willow Oak or the Ubique fund, please visit our website, www.willowoakadvisory.com If you would like to get in touch, please send an email to podcast@willowoakadvisory.com, we'd love to hear from you. DISCLAIMER The opinions expressed in this podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital; please seek advice from an investment professional.

Welcome to another instalment from Willow Oak Advisory. This month, we look back at July's figures, touch on some new strategies which are in the works, which we are having some technical issues with, and discuss the fact that we have hit our first stop loss, since going live. We also have an announcement which we are really proud of, and as always, we answer some listener questions. find out more information about Willow Oak or the Ubique fund, please visit our website, www.willowoakadvisory.com If you would like to get in touch, please send an email to podcast@willowoakadvisory.com, we'd love to hear from you. DISCLAIMER The opinions expressed in this podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital; please seek advice from an investment professional.

Welcome to another instalment of How To Start A Hedge Fund, from Willow Oak Advisory. So, we are now live and now have a months worth of trading under our belt. We look back over that month, as well as address a couple of issues we have been facing with our broker, and steps we have taken to resolve them. We also go into a bit more detail about our new Platinum strategy and a few other metal strategies we are brewing, which in time we are hoping to bind together to form a new metals section to Ubique. find out more information about Willow Oak or the Ubique fund, please visit our website, www.willowoakadvisory.com If you would like to get in touch, please send an email to podcast@willowoakadvisory.com, we'd love to hear from you.   DISCLAIMER The opinions expressed in this podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital; please seek advice from an investment professional.

Welcome to another instalment of How To Start a Hedge Fund from Willow Oak Advisory.  It's official, we are now live! We discuss some of the new problems that we are facing in a live environment, take a look at future developments surrounding the VIX and as always, we answer listener questions. find out more information about Willow Oak or the Ubique fund, please visit our website, www.willowoakadvisory.com   DISCLAIMER The opinions expressed in this podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital; please seek advice from an investment professional.

Join us once again as we continue on our journey of starting a Hedge Fund. With all the setbacks from last time, we have decided to move ahead anyway and get us up and running with two of the three strategies, all of which is now up on the website and is ready to go. We also look at how gamification can be utilised in our approach, and as always, we answer some questions from our listeners. o find out more information about Willow Oak or the Ubique fund, please visit our website, www.willowoakadvisory.com   DISCLAIMER The opinions expressed in this podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital; please seek advice from an investment professional.

It was the best of times, it was the worst of times! It's definitely been a tale of two cities here at Willow Oak over the last month. Everything is finally finished, we have new clients lining up and starting to onboard, we have done live testing with the broker to verify fees and pricing, and then we find out that the Liquidity Provider for our broker has just pulled the VIX as an instrument for them... In this episode, we go through all the major developments over the last month, and as always, we answer listener questions. To find out more information about Willow Oak or the Ubique fund, please visit our website, www.willowoakadvisory.com   DISCLAIMER The opinions expressed in this podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital; please seek advice from an investment professional.

Welcome to another instalment from the team at Willow Oak Advisory. This month we verge ever closer to finishing up all our testing, retesting, and re-retesting and are on the verge of publishing everything. We talk in a little more detail about the legalese behind using the broker we are and how the MAM/PAMM works. We are also in discussion with a potential partner who is looking to introduce investors, so we touch on that as well as answer some questions from you, the listener.     DISCLAIMER The opinions expressed in this podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital; please seek advice from an investment professional.

In this episode, we take a deep dive into our volatility strategy, Fear n' Loathing, as well as a top-level look at Ubique as a whole and how all three strategies come together. The rule sets for everything has now been written and we are currently undertaking a full rebuild of all the strategies to validate our work.Once completed, we will be in a position to go live... DISCLAIMERThe opinions expressed in this podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital; please seek advice from an investment professional.​

This episode we do a deep dive into one of the two new strategies, specifically the Dow Jones Seasonality play we have. We also examine the new broker FXPRIMUS who we will be used to execute our trades. This episode will be a 2-parter as we look to do a deep dive into our new volatility strategy which we will be releasing in the coming week.As always, we answer some listener questions, including ones on Markov Models, and backtesting problems.  

WE APOLOGISE FOR THE POOR AUDIO QUALITY THIS EPISODE, THIS WILL BE RESOLVED BY NEXT TIME! Welcome to the first instalment of 2021, where Tim and Kemble discuss a pivot we are making with the fund. We are introducing a new volatility play, which has forced us down a different route from the ETF approach, which in turn has lead to some exciting developments, including the fact that we are now trading! All this and more, on this months episode, plus we put a few questions to our new Chief Investment Officer.

Big announcement time! We have a new CIO joining the team and we on today's episode we get to meet him! We also look at the monthly figures for November which showed a net gain of over 7%, but some interesting results within the individual strategies, and as always, we answer a few questions from you, the listeners.For more information, please visit www.willowoakadvisory.com

We cover a lot of subjects today, on Episode 16, from Correlations issues, the US Election, winning awards, and much more besides.We also go through the monthly results for October, and our Summer Stint of May-Oct, and answer a few listener questions. I also take a few moments to thank some of the listeners who have reached out over the last couple of months and helped out where they can!

Welcome to Episode 15 of How To Start A Hedge Fund from Willow Oak Advisory. Today we are able to get back on track with listener questions, and delicately approach the upcoming US election.As usual, we update the funds performance as well as discuss an potential upcoming risk management overlay which looks at the correlation between each of our strategies to help mitigate any undue risk due to lock stepping.We also discuss the fact that we are going to break from the norm and take a discretionary action within the portfolio. Listen now to find out what it is, and why we are doing it.

Ubique is done and dusted! We have made a few fundamental changes to 2 of our strategies which result in a smoother equity curve and better returns, as well as a lower drawdown.We go through all the statistics, and how we are going to structure the fees and remuneration!Due to the amount we are covering on this episode, we are taking a pass on the listener questions, and will deal with them all next month

Finally, after just over a year of putting this all together, we have finally gone live... sort of... as always, there are issues in our way which yet again we have to overcome to move forward.We also take a look at some additional information which we have added to the website including correlation figures, comparison tables and strategy diversification heatmaps.As always, we answer a few listener questions. For reference, below are some links to the topics brought up in conversation.For more information on us, the Ubique portfolio and everything in between, visit our website www.willowoakadvisory.com for more information. Child Paradoxhttps://en.wikipedia.org/wiki/Boy_or_Girl_paradoxhttp://allendowney.blogspot.com/2011/11/girl-named-florida-solutions.htmlChess and ricehttps://en.wikipedia.org/wiki/Wheat_and_chessboard_problemNasim Talebhttps://en.wikipedia.org/wiki/Nassim_Nicholas_TalebBlack Swanhttps://en.wikipedia.org/wiki/Black_swan_theoryhttps://www.amazon.co.uk/Black-Swan-Impact-Highly-Improbable/dp/0141034599/ref=sr_1_1?crid=281JMH32RZHOT&dchild=1&keywords=black+swan+book&qid=1597621890&sprefix=black+swan%2Caps%2C140&sr=8-1Bell Curvehttps://www.fooledbyrandomness.com/GIF.pdf 

This episode we address the elephant in the room! We made a absolute clanger of a mistake when looking at a replacement asset for our Sell in May strategy. Goes to show that Survivorship bias can hit any of us! We examine what caused it, how we can help prevent mistakes like this happening in the future and also outline what the new Bond play for Ubique will be.We also go through the results for June and as usual, answer some listener questions. 

It was the best of times, it was the worst of times.... We have stumbled across a problem with our Bond play using Spread Betting. It is no longer a viable option and this episode we look at the alternatives.We also look at last months performance, how our meetings went with the fund incubators firms and we answer a range of questions from our listeners.As usual, all of the information and numbers discussed in this episode can be found on our website, www.willowoakadvisory.comSwing easy

Double digits! next step 100 podcasts!This episode we take a look at what we need to do next as the final product is almost at fruition. Performance fees, legal structures and performance for April are all discussed, along with a batch of listener questions. We also have 2 fund incubator meetings lined up which will be interesting to see were the gaps are for us right now, and we start to think ahead to how we can package this into a final product, pitch decks and marketing materials! For more information on us, the Ubique portfolio and everything in between, visit our website www.willowoakadvisory.com for more information. And as always, swing easy.

It's been a while! With Christmas, Corona and everything else which have been going on recently, this project was put back slightly, but no more!We have a new strategy, a route to market and are on the verge of going live. All exciting stuff. All of what is discussed today can be found on our website www.willowoakadvisory.com and specifically, on the Ubique page, found at www.willowoakadvisory.com/ubique

This month we look at the trials and tribulations of bringing in a technology partner to help automate and speed up our process. Unfortunately, it doesn’t move us anywhere at this junction ☹

We have an interesting development this episode, with a listener reaching out to see if their expertise in programming and Artificial Intelligence can be of use to Ubique and Willow Oak Advisory!

Hurry up and wait! We are still in the midst of trying to work out this spreadsheet/algorithm which will allow us to test hundreds of variations to see what instruments work best now we know what we are and are not allowed to trade.We also answer some listener questions and look at the Efficient Market Hypothesis, gulp!

Do not pass go, do not collect £200...So, our intention was to launch on the 1st of October, but we have come unstuck. This episode we explore why that it is, the options available to us, and how we are going to proceed.We also take some listener questions about how we view technical analysis against fundamental analysis and how for us, cyclical analysis works.Swing easy

We have a launch date!!!! Although suffering from man-flu, this month we go into more detail behind the two strategies which make up Ubique which we will be going live with on October 1st 2019!

Episode 3 is here! This month we take a closer look at the strategies we have been working on and how we can incorporate them into the Ubique portfolio.

Hey, and welcome to the second episode of How to Start a Hedge Fund.This month we take a look at what developments we been working on, the set-backs and the strategies we have been working on.

Hi, and welcome to the first in what we hope will be a long series of Podcasts. The aim -to catalogue the process of starting a hedge fund from nothing. Simple, right?Starting with not much more than an idea, each episode we will explain each step we are going through, the challenges we are currently facing, ideas we are fleshing out and generally walking you through each step we are taking.Wish us luck!!!!