Valuewalk's ValueTalks

Don Steinbrugge - Chairman of Agecroft Partners


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Hello Listeners,
Today is a very special episode. I have Don Steinbrugge and we will be discussing his recent report on industry trends with hedge funds. This is a great listen if you want to know more about what it takes to build a successful hedge fund and factors to consider.
1:25 – How did you get started in this profession and why did you choose hedge funds?
6:15 – What do you enjoy most about your work?
13:43 – Do you notice any commonalities that the good hedge funds do even though they have different strategies?
15:27 – You recently came out with a forecast, can you tell me about it and how you came up with it?
21:28 – Can you tell me about the out of favor hedge fund strategies heading into 2018 and why they are losing their luster?
30:53 – Do you find any of those strategies hard to market to institutional investors?
32:43 – Can you tell me about the arms race for alpha and how data scientist are becoming increasingly important?
36:09 – How are pension funds using hedge funds and can you tell me about the endowment model and how the use of hedge funds has evolved?
39:41 – Can you tell me about the growth in hedge fund distribution and what is leading to this new trend?
44:29 – Can you tell me about the rise of crypto hedge funds and the challenges they face in terms of operations and marketing?
54:21 – What are your favorite books?
1:00:30 – Do you have any advice for upcoming hedge fund managers or anyone wanting to pursue this profession?
Enjoy and thank you for the listen!
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