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.

How To Start A Hedge Fund

How to Start a Hedge Fund - Episode 28 - Willow Oak Advisory

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.

How to Start a Hedge Fund - Episode 27 - Willow Oak Advisory

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.

How To Start A Hedge Fund - Episode 26 - Willow Oak Advisory

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.

How to Start a Hedge Fund - Episode 25 - Willow Oak Advisory

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.

How To Start A Hedge Fund - Episode 24 - Willow Oak Advisory

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.

How to Start a Hedge Fund - Episode 23 - Willow Oak Advisory

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.

How to Start a Hedge Fund - Episode 22 - Willow Oak Advisory

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.

How To Start A Hedge Fund - Episode 21 - Willow Oak Advisory

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.​

How To Start A Hedge Fund - Episode 20 - Willow Oak Advisory

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.  

How To Start A Hedge Fund - Episode 19 - Willow Oak Advisory

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.

How To Start A Hedge Fund - Episode 18 - Willow Oak Advisory

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

How To Start a Hedge Fund - Episode 17 - Willow Oak Advisory

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!

How to Start a Hedge Fund - Episode 16 - Willow Oak Advisory

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.

How to Start a Hedge Fund - Episode 15 - Willow Oak Advisory

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

How to Start a Hedge Fund - Episode 14 - Willow Oak Advisory

Join us as we attempt to create a hedge fund, starting from nothing!

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How To Start A Hedge Fund

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