Invest with CARL

With current inflation concerns and tax hike talks, how do quantitative strategies like those available on the CARL app address times of uncertainty? Listen as host Jamie Uppenberg talks about the current market conversations and the exciting product updates you can expect to see soon at CARL.

Episode Highlights:

• How risk measures inherent in quant funds kick in in times of uncertainty
• What these risk measure might look like in your investments
• CARL Android App beta coming soon!
• Updates for Non-Us CARL investors
• The much requested CARL IRA

Links & Resources

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An investment strategy's ability to manage risk significantly decreases downturns and in an of itself will increase gains. Active risk management is a critical function within CARL strategies. CARL's K2 strategy manager, Alan Harmer, returns to the show to share his experience and perspective on risk management and real world examples of how he has seen it pay off.

Episode Highlights:

• What does risk management mean for K2
• How important is risk management to professional investors and why this matters to regular investors
• What a risky market looks like with examples
• Where Alan has seen risk control pay off with real world examples
• The traditional approach taken with stocks and bonds vs quant hedge funds and what it means for regular investors

Links & Resources

About CARL's K2 Quantitative Investment Strategy with Alan Harmer

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CARL's CEO, Gunnar Cuevas, joins the show this week for a conversation about risk as it applies to sophisticated investment strategies, specifically quantitative hedge funds.

Episode Highlights:

• How the uber-wealthy and professional investors use these types funds and why they want to
• How CARL's due diligence process for finding quantitative strategies relates to the due diligence professional investors do
• What statistics professional investors look at
• How CARL's tools help investors meet their individual objectives and what statistics are available in the CARL app
• What is coming to CARL in 2021 in terms of diversification options

Links & Resources

Download the CARL App

How do quantitative hedge funds manage risk? CARL's Jamie Uppenberg introduces the upcoming risk series here on the podcast and provides an overview of what risk management looks like for hedge funds.

Episode Highlights:

• Why institutions and the uber wealthy choose hedge funds for their portfolio
• The role of risk management in hedge funds
• How hedge funds provide true diversification for investors
• Common stereotypes and misunderstandings about hedge funds
• How CARL's hand-selected strategies provide options for portfolio diversification

Links & Resources

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Demystifying Quant Hedge Funds Episode

How CARL Chooses New Funds Episode

In 2020, CARL reviewed more than 400 quantitative investment strategies. Less than 5% of these strategies were cleared to be CARL funds. Learn about CARL's due diligence and fund selection process and how CARL helps regular investors traverse the complicated world of hedge funds.

Episode Highlights:

• What CARL looks when choosing a strategy for the platform and why it is such a rigorous process
• Unique challenges in researching/assessing hedge funds
• What makes a hedge fund good and where so many hedge hedge funds fall short
• Overview of CARL's current strategies available
• The importance of good research and development for hedge funds
• What's new and exciting and coming soon to CARL

Links & Resources

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Join host Jamie Uppenberg and investment manager David Bush for a conversation about CARL's Victory Peak quant hedge fund strategy. Learn what makes the strategy so successful, the core logic of the strategy, how it has changed over time, and how it manages risk. They also discuss the future of investments and how digital fits in as well as CARL's role in making quant funds accessible to more investors.

Episode Highlights:

• What has made Victory Peak successful so far
• Why David created the strategy and how it has changed over time
• The goals, core logic, and risk management aspects of the strategy
• David's experience and thoughts about the investments digital revolution
• How CARL is providing more "on ramps" and accessibility for investors

Links & Resources

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Jamie Uppenberg is joined by Ernest Chan, investment manager for CARL's Olympus quant hedge fund strategy. His firm, QTS was recently nominated to make the shortlist for HFM US Quant Performance Awards 2021 and recognized as one of the best tail risk hedging investment strategies of 2020. Learn what makes this strategy so successful, how it functions, and how it manages risk while offering investors true diversification.

Episode highlights:

• What has made this strategy successful so far
• How it performs during crisis and market downturns with historical examples
• Why and how Ernest started the tail reaper strategy
• What his research shows about having the strategy in a portfolio
• How it has performed during a pandemic
• What the strategy works really hard at

Links & Resources

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CARL's Jamie Uppenberg talks to investors about what quantitative hedge funds, or quantitative investments strategies, are at their core as well as how they fit into the greater investment universe in a simple and easy-to-understand way.

Episode highlights:

• What are quantitative hedge funds?
• A brief history of hedge funds and regulations in the US
• Recent changes in regulations and what it means for investors
• Objectives and core features of quant investment strategies
• Why CARL chooses to work with quantitative investment managers

Links & Resources

Previous podcast episodes amd interviews with quantitative investment managers

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Listen to a conversation with host, Jamie Uppenberg and investment manager Alan Harmer of CARL's K2 investment fund. Learn what has made K2 successful, the research Alan conducted when starting the strategy and how K2 has adapted over the years. They also discuss the digital investing revolution and how quant hedge funds fit in.

Links & Resources

Download the CARL App

Listen as host Jamie Uppenberg interviews CARL founder and CEO, Gunnar Cuevas, about how CARL is truly changing the game for investors.

In this episode you will learn:

• Why CARL was created
• What the investment world was like prior to CARL
• How both the greater investments eco-system and individual investors will benefit from the innovative work CARL is doing

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More info:

CARL website