top of page
Seneko


Fragile Markets. Antifragile Minds.
Why it is time to bet more on Divergence. This isn’t a test. It’s a stress test! The market fragility that only a few sensed at the end...

Cédric Kohler
15 avr.
84
0


What if you could clone Mr. Buffet?
Buffett’s Timeless Principles applied to Equity Long/Short Buffett’s success has fascinated investors for decades. But what if one could...

Cédric Kohler
4 mars
130
0


Avoid These Mistakes
My Top 3 Tips for Selecting Equity Long/Short Managers With the new year underway, many investors have asked me how to approach the...

Cédric Kohler
16 janv.
118
0


Hedge Funds are Dead! Long Live Artificial Intelligence
2024 will be remembered as the year Artificial Intelligence (AI) not only soared to unprecedented levels of popularity but also...

Cédric Kohler
9 déc. 2024
132
0


The Quiet Outperformers: A New Trend for Trend Followers
Finding Resilience in Alternative Markets 2022 was a horrible year! Except for Trend Followers (CTAs), who made a strong comeback by...

Cédric Kohler
7 nov. 2024
140
0


Risk Management: Why so many still fail at it.
This post describes how I really learned risk management, namely that at the end of the day what matters are the following basic...

Cédric Kohler
26 mars 2024
44
0


Searching for the next legends
Finding the next Hedge Fund legend is daunting when you consider the role of luck in investing, manager dispersion and the lack of...

Cédric Kohler
22 janv. 2024
19
0
bottom of page