What can you expect?
Most investors know that diversification is important and that, as an alternative investment, hedge funds can offer portfolio diversification, but should you diversify even within your hedge fund investments?
Joining the podcast today is Alex Shea to talk about investing in hedge funds and what a diversified hedge fund portfolio can do for an investors overall portfolio.
Episode Highlights
- What retail investors need to know about hedge funds
- What Alex looks when doing due diligence in selecting funds for the CARL platform
- How Alex keeps investors neds in mind when researching quant hedge funds
- Why investors would want to create a diversified hedge fund portfolio and the benefits of CARL funds specifically
- How CARL funds performed over the past 2 years including during some downturns in the market
- The importance of looking at an investment’s correlation to the S&P 500
We at CARL have created a product that can help people sleep better at night because they know there not having full exposure to the S&P 500.
OUR GUEST
Alex Shea
Alex is one of CARL’s team members and he evaluates hedge funds or perspective hedge funds through the whole due diligence process before they are accepted onto the platform. Alex has a background in banking and portfolio management while he spent a portion of his career evaluating and allocating two quantitative hedge funds. Alex is a CFA charterholder also.
OUR HOST
Jamie Uppenberg
Jamie has 15+ years in digital payments, banking and financial services software development. She’s held several executive management positions in digital product software delivery, working various digital payment projects with big tech such as Apple and Google. Jamie brings extensive compliance, regulatory and KYC product and process management.
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LEARNING CENTER
Want to learn more about alternative investing with hedge funds?
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