Fund loses 600mil (15%) doing spreads

Discussion in 'Options' started by RedDuke, Feb 17, 2017.

  1. ironchef

    ironchef

    Thank you for the link.

    The principal explained why he traded spreads instead of just selling premium. I don't think he is dumb as this misstep is his first since he started his fund. In fact his track record was outstanding: He produced returns in excess of 22% a year compounded yearly and never had a losing year.

    The mystery is I don't think he followed his own rule placing this trade in the current market uncertainty?
     
    #11     Feb 17, 2017
  2. ironchef

    ironchef

    Please. I appreciate it.
     
    #12     Feb 17, 2017
  3. R1234

    R1234

    That is true but this strategy was essentially crap even before it blew up. Red line is the strategy and green line is the S&P500. And a lot of this stuff gets sold to unsuspecting mom and pop investors. An example of "non-fiduciary" behavior of brokers.
    upload_2017-2-17_20-39-34.png
     
    #13     Feb 17, 2017
    alfa8 and ironchef like this.
  4. ironchef

    ironchef

    What is the red line - HFXAX? Never mind, I just asked Dr. Google and got the answer.
     
    #14     Feb 17, 2017
  5. ironchef

    ironchef

    I take back what I wrote. After reading the article again, found it was written in 2012 so his fund had been around only for ~4 years at the time, not a true long term track record.
     
    #15     Feb 17, 2017
  6. sle

    sle

    If I had to guess, he had no ideas in a a specific market environment and put up something that kinda sorta made sense. It's a common thing in the fund industry, due to fairly high costs you feel like you are bleeding money if you don't have anything in play. People end up throwing shit at the wall and see if it sticks. Sometimes, it not only does not stick but even falls on your head.
     
    #16     Feb 17, 2017
    Martinghoul and ironchef like this.
  7. ironchef

    ironchef

    Thank you for the comments and explanation.

    I have never met anyone running a mutual fund or a hedge fund or a private equity...Never used a financial planner either so I really don't know how they operate.

    Best to you.
     
    #17     Feb 17, 2017
  8. Sig

    Sig

    Lots of mom and pop types meet the qualified investor requirement to invest in a hedge fund?
     
    #18     Feb 17, 2017
  9. R1234

    R1234

    Who told you it is a hedge fund? Its a mutual fund with a $2,500 minimum.
     
    #19     Feb 17, 2017
  10. Sig

    Sig

    My bad, fixated on the "hedged' in the name I guess!
     
    #20     Feb 17, 2017