Hedge funds

Canadian Hedge Fund Death Watch

How did hedge funds fare in the March market crash?

OPM Apr 7, 2020 4 min read

NoBull Klev

That time I phoned Black Swan author Nassim Nicholas Taleb

Despite recent developments, I will focus on my niche of telling you about things that happened 15 years ago. Around

OPM Mar 21, 2020 6 min read

Hedge funds

Albert Friedberg, billionaire Original Gangster of Macro

Albert Friedberg, old-school macro trader.

OPM Mar 17, 2020 4 min read

Hedge funds

Polar Asset Management, Original Gangster of Canadian hedge funds

Polar has been around for a long time and is a rare institutional-grade hedge fund in Canada.

OPM Mar 10, 2020 4 min read

Money Managers

The nature of the Portfolio Manager - Analyst relationship

I wrote this essay on the true nature of the analyst’s role when they work for a portfolio manager.

OPM Mar 8, 2020 6 min read

Hedge funds

Barrage Capital : The One Direction of Hedge Funds

Montreal Buffett disciples with intriguing performance.

OPM Mar 3, 2020 3 min read

Moguls

The rise of Ian Ball, Rob McEwen's protégé

A rising star on Bay Street.

OPM Feb 25, 2020 3 min read

Hedge funds

OPM Wire revokes Greg Boland's title as The Smartest Guy on Bay Street

> “Investor activism is a shareholder right; it’s only newsworthy because investors were quite lazy for so long.” Greg

OPM Feb 22, 2020 1 min read

Moguls

That time I met Brian Chapman of Clearwater Capital

Brian Chapman is an under-the-radar investment wizard.

OPM Feb 18, 2020 4 min read

NoBull Klev

The need for an Apex Allocator

A thought piece on changes in the investment industry.

OPM Feb 11, 2020 3 min read

Hedge funds

Waratah Advisors - Apology & retraction

More Waratah polemics!

OPM Feb 4, 2020 4 min read

Fintech

Mike Katchen started it

Is Mike Katchen as affable as everyone says?

OPM Jan 28, 2020 3 min read