What can you expect?
CARL’s Teton Strategy is a systematic energy program that seeks to deliver growth, diversification, and preserve capital in the oil market. It utilizes over 1,000 fundamental data points and systematizes the art of fundamental trading with a focus on trading futures and options in the WTI, Brent, Gasoline, and Heating Oil markets.
In this episode, Teton investment manager, Brent Belote, speaks with CARL’s Jamie Uppenberg about how the Teton strategy functions, what universe it operates in and why, how it manages risk, and some reflections and projections on the state of the market in recent years.
We are excited to welcome this strategy to the CARL platform and offer our investors even more diversification options.
Episode Highlights
- About the manager
- Overview of the strategy, how it functions, and the investment universe
- What has made it successful so far and why would investors want it in their portfolio
- What quant means to Teton and how data is processed
- How the strategy has changed over time
- Oil trading perspective on the changes in the market
- How Teton manages risk
- Final thoughts
“If you're not having exposure to oil or energy, you're kind of missing out and it's really something that should be an integral part of everyone's portfolio.”
Our Guest
Brent Belote
Brent Belote is the manager of the Cayler Energy Program. Prior to founding Cayler Capital, he ran the Oil Product Derivative book for North America at JP Morgan from 2012 to 2016, managing a derivative portfolio with over $1B of oil related futures, options, swaps, and complex derivative structures. From 2009 to 2012, he was the Crude Oil Derivatives trader at JP Morgan with a focus on fundamental analysis and systematic trading. He graduated from New York University's Stern School of Business with an MBA specializing in Quantitative Finance and Economics, and has a BS in Accounting from the University of Southern California. Brent has three children and when not chasing them around he loves to play golf, fish, ski, and bike in Jackson, WY.
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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