Investing · Advanced

Hedge Fund Manager Blueprint

Portfolio construction, risk, shorting and the operational reality of running a book — including everything that has nothing to do with picking stocks.

12
Weeks
6
Hours / week
12
Lessons
4
Modules
What this is

Picking positions is perhaps a third of running a fund. The rest is construction, risk, liquidity, the short book, drawdown behaviour, and an operational and regulatory apparatus that most people discover only after they have committed to it.

This Blueprint covers all of it, and pairs with the simulated fund so you are making these decisions on a live book rather than reading about them.

A note on scope: this is education about how funds are run. Operating an investment fund is a regulated activity in most jurisdictions, including Canada. Nothing here is legal advice, and nothing here should be taken as suggesting you can manage other people's money without the appropriate registration or a confirmed exemption.

By the end you will be able to

  • Construct a portfolio where position sizes reflect downside and correlation rather than conviction alone
  • Run a short book without the asymmetry destroying you
  • Measure and manage exposure across factors, sectors and liquidity
  • Behave sensibly in a drawdown, which is mostly decided before it starts
  • Understand the operational and regulatory apparatus a fund actually requires

Curriculum

Module 04
The business of a fund

Structure, regulation, investors and operations — the part that decides whether a good process ever gets to run.

3 lessons