Hedge Fund Insights from a 30-year Industry Veteran

This episode of Weaver: Beyond the Numbers, The Alternative Edge, explores the latest trends and strategies in the alternative investments world. In this episode, host Becky Reeder, partner-in-charge, Alternative Investments at Weaver, sits down with David Burch, founder and fund manager of Atlas Fund, Ltd., to discuss Burch’s 30-year journey in the investment industry including memorable investment wins, key strategies for emerging fund managers and the transformative role of AI in finance. Join the conversation to gain invaluable insights into managing a successful hedge fund and navigating the evolving investment landscape.

Key Points:

  • Birch shares highlights and learning opportunities in his transition from accounting to investment management and why he chose a hedge fund vehicle.
  • This episode explores various fundraising approaches, the importance of selecting reputable service providers and other tactical strategies for emerging fund managers.
  • Additional topics include remaining at the forefront of market dynamics, navigating through market turbulence and embracing cutting-edge technology such as AI.

 

Burch shares his unique journey from public accounting to managing a successful hedge fund, offering invaluable insights for emerging managers. He advises new fund managers to know themselves as investors and stick to what they know while emphasizing the importance of a long-term perspective, cautioning against excessive risk-taking and leveraging for quick gains.

“Minimizing losses is really important, and I think that, for instance, in 2008, and also 2000, for that matter, many funds were blown up,” Burch said. “I sell stock. If I don’t like the market, I get out.”

Subscribe and listen to future episodes of Weaver: Beyond the Numbers, The Alternative Edge, on Apple Podcasts or Spotify.

©2024

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