From $1 million to $1 billion

The ORCA project: building a billion dollar hedge fund

There has never been a goal in my life that I failed to achieve. I had many failures getting to that goal, no doubt about that. Many trials and errors, many tough days, but in the end, I always got to where I needed to be. And I always did it with maximum integrity and diligence.

The ORCA hedge fund started this year with $2m AUM, gathered mostly from my own personal network, and a few eager subscribers of this blog. They expressed a firm belief that our little hedge fund can indeed grow to become an industry titan. The innovative strategy we developed was attractive enough to bring in at least a few million. More than enough to set us on our path.

This goal is very ambitious, but it is certainly possible. People have done it before.

It will be tough, it will be painful, it will require an enormous amount of effort, it will be a physiological roller coaster, but most of all, it will be exciting. It is a lifelong dream slowly turning into reality.

I want to invite whoever is interested to follow my team and myself on this journey, to follow the process of reaching that ambitious goal.

This is an invite to be part of the process in any way you see fit. As an accredited investor directly into the fund ($100k minimum entry ticket, see disclaimer below), or as a subscriber to the newsletter where you’ll get a first class seat into how a hedge fund manager and owner with a PhD from Oxford creates his investment thesis and uses it to deploy a trading strategy, on a weekly, monthly, and quarterly time-frame.

A scientific approach like the kind we use can be a game changer in investing. If anything, it teaches you how to avoid correlation traps and look at what really moves markets.

Being subscribed to this newsletter will not include stock tips or short-term trading signals. Join a Discord group if you want that. This is not meant to be a hand holding exercise in trading markets. Plenty of online resources for that.

This is meant to give you a unique insight into how a hedge fund owner navigates markets, and implements his strategic macro thesis into an actionable tactical trading insight. Very similar to what we did during July and August (see below). There will be errors and a steep learning curve, no doubt. But there will also be revelations and eureka moments. Think of it as weekly memos on market positioning, in the light of what Howard Marks or Charlie Munger used to write.

I am neither of them, nor do I wish to be. My style is different, my investment thesis is based on things outside of finance, and even outside of pure econ. I am bringing my entire knowledge base into this, with an open mind, ready to be proven wrong time and time again, before hitting those wins and reaching each milestone one at a time.

Anyone who joins my team and myself in this process, by following us here or interacting with us in our exclusive Zoom sessions, is welcomed to benefit from these unique insights.

You’re gonna be in the room where it happens. Happy to have you on board!

NOTE: We are allowed to “generally solicit and advertise” the existence of the fund under Rule 506(c) of Regulation D of the Securities Act of 1933 in the United States, but we are only allowed to respond to accredited investors. If you are not an accredited investor, please refrain from contacting us over investing directly into the fund.