We’re on a roadshow for the new fund, and hitting about 7 cities in 3 weeks. When I go into the pitch on the trend model the institutional fund of fund investors are like “what”? It’s pretty funny, but when I explain the rationale why the “short option mindset” took over the hedge fund business vs. the better “long option mindset” of a trend [following] person, they then get it. [name] is our lead investor so it gets us in the door, but then we definitely blow their mind a bit. BTW, you ever talked to or heard of [name]?
Thanks [name]. Keep me posted. Short option profile v. long option profile? For the curious out there, go check out the differences. Hint: one short option fund that bit it.