Insights

Field notes on asset growth, positioning, and allocator due diligence.

Written from the practitioner's side of the table — lessons from building a systematic CTA platform to a peak of $721M AUM, with over $1 billion raised.

Aug 18, 2026 In Twenty-Five Years, Exactly One Investor Came Back Asset Growth Aug 13, 2026 More Than Half Our Assets Were Never in the Fund Fund Structure Aug 11, 2026 An Allocator Can Reject Your Fund Without Ever Speaking to You Due Diligence Aug 4, 2026 The Third-Party Marketer Most Willing to Represent You Is Often the Least Able to Deliver Distribution Jul 27, 2026 Is Your Sharpe Ratio Strong Enough to Justify a Leveraged Share Class? Fund Structure Jul 21, 2026 Not All Capital Is Good Capital Asset Growth Jul 16, 2026 The Best Questions About My Strategy Came From People Who Were Never Going to Invest Investor Meetings Jul 14, 2026 You're Not Saving Money by Doing It All Yourself — The Hidden Cost of Building a Fund Alone Building a Firm Jul 8, 2026 When a Strong Strategy Stays Invisible: The Presentation Gap That Keeps Managers Small Positioning Jul 7, 2026 Why Our Hedge Fund Didn't Fit Any Category — And Why That Was Our Biggest Advantage Positioning Jul 2, 2026 Build the Foundation First. Everything Else Follows. Building a Firm Jun 30, 2026 The Most Expensive Mistake Emerging Managers Make Has Nothing to Do With Performance Asset Growth Jun 25, 2026 The Goal of an Investor Meeting Is Not a Great Presentation. It's the Allocation. Investor Meetings Jun 23, 2026 The $15,000 Document That May Have Cost Us $1 Billion in AUM Due Diligence Jun 18, 2026 We Gained 46% in 2008 and Lost Assets. Then We Were Flat in 2010 and Raised $300M. War Stories Jun 16, 2026 Why Strong Performance Alone Won't Attract Allocators: The Role of Visibility in Hedge Fund Asset Growth Visibility Jun 11, 2026 Why Is Your AUM So Low? The Real Reason Most Emerging Managers Stay Small Asset Growth Jun 9, 2026 The Most Underrated Skill in Hedge Fund Asset Growth Has Nothing to Do with Finance Asset Growth Jun 4, 2026 The Hidden Second Hurdle: Why Operational Due Diligence Kills More Deals Than Bad Performance Due Diligence Jun 2, 2026 How Our Third-Party Marketing Strategy Evolved After We Reached $100M AUM Distribution May 28, 2026 How AlphaMetrix Changed the Hedge Fund Conference Industry Forever Industry May 26, 2026 What I Learned After Thousands of Investor Meetings: Forget the Script Investor Meetings May 21, 2026 Why Better Performance Doesn't Always Win: Brand and Positioning in the Hedge Fund World Positioning May 19, 2026 Why Asset Growth Is About Reducing Friction, Not Just Returns Asset Growth May 5, 2026 How I Think About Asset Growth and Strategic Partnerships Partnerships