Summary

Choosing the right hedge fund manager can be a difficult choice.  In today’s episode, we speak to Mark Kress, the Chief Investment officer at Arden Advisory about what to look for when choosing a hedge fund manager. 

Mark brings valuable portfolio management expertise, a record of building strong relationships, and experience employing risk management and asset allocation strategies to maximize risk-adjusted returns. His unique background includes identifying unique investment strategies, introducing technology solutions, and providing research to support decision-making. Mark holds a BS in Managerial Economics from the University of California at Davis, an MBA from the University of California at Berkeley Haas School of Business and is a Chartered Financial Analyst (CFA).  

• An Introduction of our guest Mark Kress. 
• Opportunities that can be found in hedge funds.
• The first screen is whether they are going to add value to my overall risk adjusted returns 
• How to determine what hedge funds to add to your portfolio.
• Why volatility is not a secondary concern. 
• Being a small cap manager of hedge funds, and keeping it small, and investing in things that have capacity constrained.
• The second most important thing is if it is replicable.
• You should look for the odd savant type managers, because that is the way you can deliver exceptional returns on an ongoing basis. 
• Once you have found hedge funds that interest you, tips to know if you should add the fund to your portfolio. 
• The role of a hedge fund allocation in a portfolio. Moving from a core portfolio of stocks and bonds and real estate and private equity venture capital.