The hottest Funds Substack posts right now

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Simple Portfolios

Market Sentiment • 923 implied HN points • 16 Jul 23
💰 Finance Investing Portfolios Diversification Assets Funds
  1. Steve Edmundson's successful investment strategy was to do as little as possible, keeping costs low and not trying to beat the market.
  2. Investing doesn't have to be complicated - simple portfolios like the 60/40, Cockroach, and 3-Fund portfolios can be the foundation for long-term success.
  3. Ray Dalio's All Weather Portfolio aims to perform well over time without predictions, with an asset allocation of 55% bonds, 30% stocks, and 15% commodities.
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Private Equity Explained

Concepts of Finance 🧠 • 939 implied HN points • 13 Apr 23
💰 Finance Investments Private Equity Funds Capital Markets Economic Impact
  1. Private equity firms invest in existing businesses to help them grow and become more profitable, sharing in the profits as a result. It's like giving your friend's business a boost with your investment.
  2. These firms raise money from wealthy individuals, pension funds, charities, and banks to create a fund for their investments. This means they pool money from different sources to make bigger investments.
  3. Private equity can create jobs and drive economic growth, but it also has a reputation for being tough on company management and workers during operational changes. Understanding its impact helps you see how it can touch everyone's life.

Investing Update: New Leadership In Tech?

Spilled Coffee • 24 implied HN points • 07 Dec 24
💰 Finance Investing Market Trends Economics Stocks Funds
  1. The S&P 500 is performing really well, hitting new record highs often this year. Investors are likely feeling good about the market's strong performance.
  2. The bull market has lasted for 26 months and has brought a significant return, but it’s still shy of the average return from past bull markets. This makes some investors optimistic about future growth.
  3. There has been a massive influx of money into U.S. stocks recently, showing that many people are eager to invest despite market uncertainties. This could indicate overall confidence in the market.

Venture Capital Fund Modelling: Masterclass

Venture Curator • 159 implied HN points • 14 May 23
💰 Finance Venture Capital Investment Startups Funds Job Opportunities
  1. When calculating the average check size for startups in a venture capital fund, it's important to consider operating expenses and fees charged by the VC fund.
  2. Venture capital funds divide their funding into initial investments and follow-on investments based on the fund size and agreements with limited partners.
  3. The average check size for a VC fund is determined by subtracting management fees, dividing the remaining fund size, and deciding on the initial and follow-on investment amounts.

🙌🏽 Community spotlight: hottest AI startups & tools, funds that lead pre-seed rounds, term sheet guide, VC trends, Barbie and more

Lolita's Newsletter • 98 implied HN points • 02 Jul 23
💼 Business Startups Funds Community Venture Capital Sales
  1. Monthly newsletter for underestimated founders, funders, and friends with curated insights and resources
  2. Importance of leaning on community for personal and professional success, highlighted with examples like Beyoncé and Barbie
  3. Announcements of funds raised by various ventures and empowerment initiatives for underrepresented founders

#31 Episode - VC Funds Regulatory Playbook

Law of VC • 89 implied HN points • 20 Feb 24
💼 Business Regulations Venture Capital Compliance Funds
  1. The Carta Policy Team released a comprehensive VC Regulatory Playbook that simplifies the complex SEC rules for emerging fund managers.
  2. The playbook covers crucial topics including the regulation of fundraising, private funds, and fund managers along with an ERA Compliance Checklist.
  3. Fund managers can learn about specific regulations such as the Section 3(c)(1) and 3(c)(7) exemptions, the requirements for venture capital funds, and the importance of filing a Form ADV.

The Ultimate Investors List of Lists 🚀

The VC Corner • 1 HN point • 27 Aug 24
💼 Business Venture Capital Investing Startups Funds Finance
  1. Finding the right investors is crucial for startup success. It helps to connect with the right people whether you're just starting out or already growing.
  2. Using curated lists of investors saves time and effort in your search. This way, you can focus more on running and building your business.
  3. Access to a variety of potential investors increases your chances of finding the right match for your startup's needs. More options mean better opportunities!

The Ackman Discount

Net Interest • 29 implied HN points • 16 Feb 24
💰 Finance Investment Funds Capital Structure
  1. Bill Ackman sought to raise permanent capital for his investment strategy by creating a closed-end fund called Pershing Square Holdings Limited in 2014.
  2. Closed-end funds like Ackman's often trade at a discount to their Net Asset Value, which can impact investors' returns.
  3. To address the discount issue, Ackman has taken various actions like buying back shares, offering dividends, and considering merging the fund with an operating company.

You hit my soft spot…

Klement on Investing • 1 implied HN point • 07 Mar 24
💰 Finance Investing Funds Market Analysis
  1. Active fund management may have an advantage in less efficient markets like UK small- and mid-caps.
  2. Due to reduced research and liquidity, UK small- and mid-caps have become under-researched and may present opportunities for generating alpha.
  3. Shares in UK small- and mid-caps sometimes follow macro trends over fundamentals, but a shift can lead to significant outperformance.

Losers and Winners: The inevitable consequence of risk taking...

Musings on Markets • 0 implied HN points • 06 Jul 09
💰 Finance Investing Market risk Funds Performance Returns
  1. Risk-taking in investments can lead to big swings in performance. Sometimes the worst funds can become the best and vice versa, depending on market conditions.
  2. It's not surprising when funds that performed poorly one year suddenly perform well the next. This happens because their strategies are closely tied to market risks.
  3. The key to evaluating a fund isn't just short-term performance, but its ability to make money over the long run without being overly risky.

2023 VC Deal Data in Review

Magid and Co • 0 implied HN points • 18 Jan 24
💼 Business Venture Capital Investors Funds Market Trends
  1. 2023 was challenging for companies raising venture capital, with the total capital, deal volume, and median deal size being below the peak in 2021-2022.
  2. Notable trend: Later stage rounds were more affected than early stage ones, possibly due to their IPO expectations and proximity to public markets.
  3. Brand name investors reduced activity, with a drop in the number of Series A, B, and C rounds led by them compared to the broader market, suggesting founders need to pitch to a broader range of funds.

Maybe active funds will be saved in seven months' time

Fund Marketer • 0 implied HN points • 08 May 24
💰 Finance Investment Funds Market Trends Corporate Governance
  1. Active funds are struggling because investors prefer passive options like ETFs. Some fund companies are not offering either right now, which could hurt them in the long run.
  2. Vanguard became successful by creating a special share class for ETFs linked to their mutual funds, which allowed them to build a good track record. Other companies are now trying to replicate this model after Vanguard's patent expired.
  3. There's a growing tension between shareholders and company boards over how businesses should be run, especially regarding social responsibility. Shareholders want more say and might push for changes through lawsuits.