Welcome to our second in a series of interviews with financial market participants, analysts, economists and more. Finom Group’s second interview is with Matt and Mike Thompson/CFAs, of Thompson Capital Management. Please click the following link to review the interview whereby Andrew and Wayne discuss the markets and how the approach the market on a daily, weekly and monthly basis.
Welcome to Finom Group’s weekend data Mash-up at February’s month-end. With one week left in the trading month, the...
After a near 700-point rally on the Dow Jones Industrial Average Monday many were of the opinion that the...
Equity indexes managed an uneven performance yesterday with the Dow falling more than 150 points and the S&P off...
Research Report Excerpt #1 Year-end gets nearer with each passing week. Month-end is always a good time to review...
Research Report Excerpt #1 In a down week for all major indices, it’s clear that what worked was defensive...
Equity markets were sent reeling, once again, Monday as trade war concerns and their impact on global growth moved...
Welcome to our weekend Technical Recap. Wayne takes a look at the market moves for the week as Friday’s...
Research Report Excerpt #1 Q2-Q3 are the weakest 2 quarters of the 4-year cycle (shown above), averaging losses of...
JPM Market Recap
$0.00
JPM Research Note
$0.00
JP Morgan Market Volatility Report
$0.00
MarketWatch.com – Top Stories
Thanks for the carrying out the interview Wayne. It’s good to put a face to the name Matt Thompson who I’m following on Twitter.
I would of have liked to hear about how their Alpha Seeker Fund was positioned during 2019 and what were the drivers of return during 2019. YTD return -6.4% (May -4%). From our experiences in Finom “Short Vol” has been very profitable during 2019. Has the fund been mainly positioned long vol during 2019? Did they get the timing of shorts vol trade wrong?
Their factsheet is below.
https://static1.squarespace.com/static/5c816ebf0cf57d9aab8cc273/t/5cf6c672cd68010001b8027b/1559676532376/Alpha+Seeker+Fact+Sheet+May+2019%2C+1.00.pdf