Welcome to our roundup and review of Q3 for 2022. This episode we take dive into the recession the world is facing, break down the numbers for the last quarter, go into detail about the history of Monte Carlo theory, and as always, answer some listener questions.

 

To find out more information about Willow Oak or the Ubique fund, please visit our website, www.willowoakadvisory.com.

 

If you would like to get in touch, please send an email to [email protected], we'd love to hear from you.

 

DISCLAIMER

The opinions expressed in this podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital; please seek advice from an investment professional.

Welcome to our Q2 2022 instalment of How to Start a Hegde Fund, where we provide an update on the Ubique Fund's performance in Q2 of this year, look at how the markets and the world economy at large stands, as well as discuss some changes we have made to the backbone of our investment strategy with the introduction of a third cash option for our Golden Ratio strategy.

As always, we answer some questions, and drink some port as this recording took multiple days to record due to technical issues, we shall blame on Tim!

We're back once again, now in a Quarterly format to look back at the previous couple of months. In this episode we look at where we are at with our strategies which are under development, as the state of the market this year as well as the usual chit chat and distractions.

Welcome to another installment of How To Start A Hedge Fund. In this episode we review 2021 as a whole, explore the volatility that was January, and discuss the advancements we are making in new strategies. We also answer some listener questions 

 

To find out more information about Willow Oak or the Ubique fund, please visit our website, www.willowoakadvisory.com

 

If you would like to get in touch, please send an email to [email protected], we'd love to hear from you.

 

DISCLAIMERThe opinions expressed in this podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital; please seek advice from an investment professional.

Welcome to the last edition for 2021, of How to Start a Hegde Fund from Willow Oak Advisory.

 

This month we take a look back at the numbers for the year, both for Ubique and the S&P500 to see how we have faired, we explore some changes we have made to our platinum plays, as well as update everyone on Penicillin.

find out more information about Willow Oak or the Ubique fund, please visit our website, www.willowoakadvisory.com

If you would like to get in touch, please send an email to [email protected], we'd love to hear from you.

 

DISCLAIMERThe opinions expressed in this podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital; please seek advice from an investment professional.

Welcome to our November edition of How to Start a Hedge Fund. Now October is over we are back in the markets and looking towards ending the year strong.

We take a closer look at what Platinum is doing as this is doing interesting things once again, we do a deep dive into Penicillin, our new FX strategy we have been hinting at, and we also drink a bottle of wine each.

 

find out more information about Willow Oak or the Ubique fund, please visit our website, www.willowoakadvisory.com

 

If you would like to get in touch, please send an email to [email protected], we'd love to hear from you.

 

DISCLAIMERThe opinions expressed in this podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital; please seek advice from an investment professional.

Welcome to another installment from Willow Oak Advisory. This month we explain some changes we are making to how we are going to report our numbers etc, going forward from monthly to quarterly. We dissect September's results and dive into some of the strategies we are currently working on in the FX space. We also do a deep dive into the importance of compounding after a listener asked us about its importance in long-term investing.

 

find out more information about Willow Oak or the Ubique fund, please visit our website, www.willowoakadvisory.com

 

If you would like to get in touch, please send an email to [email protected], we'd love to hear from you.

DISCLAIMERThe opinions expressed in this podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital; please seek advice from an investment professional.

Welcome to another episode! This month we look at how we can define an edge in the market to show that what we are doing isn't luck, we discuss the current state of the markets as to whether a crash is imminent, and as always we answer a few listener questions.

find out more information about Willow Oak or the Ubique fund, please visit our website, www.willowoakadvisory.com

If you would like to get in touch, please send an email to [email protected], we'd love to hear from you.

DISCLAIMERThe opinions expressed in this podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital; please seek advice from an investment professional.

Welcome to another instalment from Willow Oak Advisory. This month, we look back at July's figures, touch on some new strategies which are in the works, which we are having some technical issues with, and discuss the fact that we have hit our first stop loss, since going live.

We also have an announcement which we are really proud of, and as always, we answer some listener questions.

find out more information about Willow Oak or the Ubique fund, please visit our website, www.willowoakadvisory.com

If you would like to get in touch, please send an email to [email protected], we'd love to hear from you.

DISCLAIMERThe opinions expressed in this podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital; please seek advice from an investment professional.

Welcome to another instalment of How To Start A Hedge Fund, from Willow Oak Advisory.

So, we are now live and now have a months worth of trading under our belt. We look back over that month, as well as address a couple of issues we have been facing with our broker, and steps we have taken to resolve them. We also go into a bit more detail about our new Platinum strategy and a few other metal strategies we are brewing, which in time we are hoping to bind together to form a new metals section to Ubique.

find out more information about Willow Oak or the Ubique fund, please visit our website, www.willowoakadvisory.com

If you would like to get in touch, please send an email to [email protected], we'd love to hear from you.

 

DISCLAIMERThe opinions expressed in this podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital; please seek advice from an investment professional.