How to Invest Like a Hedge Fund... Without the Big Bucks

Why should only a certain type of investor have access to the best financial data? SPECIAL OPPORTUNITIES [The Oxford Club Special Opportunities]( Note From Editorial Director Justin Fritz-Rushing: Today we are "passing the pen" to our good friend (and recent guest speaker at The Oxford Club's Wealth, Wine & Wander Tour in Spain) Alpesh Patel. If you don't know Alpesh... you're in the minority. Because he's truly done it all, from managing a prominent hedge fund to authoring a bestselling book on investing... and even hosting his own show on Bloomberg. In the letter below, Alpesh shares some rare insights from his illustrious (and highly profitable) career. Keep reading. And be sure to [check out his just-released video where he shows ordinary folks how to destroy the market in three simple steps](. --------------------------------------------------------------- How to Invest Like a Hedge Fund... Without the Big Bucks Alpesh Patel, Quantitative Investing Specialist, Manward Press [Alpesh Patel] You probably haven't heard of my friends, mentors and hedge fund colleagues Bill Lipschutz, Bernard Oppetit, or Sushil Wadhwani. Combined, they have several billion dollars of assets under their management. I interviewed Lipschutz and Oppetit for my book The Mind of a Trader, which is how I met them. These masters of the hedge fund world sit next to other billionaire managers you likely haven't come across - such as Jim Simons, David Harding and David Shaw (who Jeff Bezos used to work for). Their billionaire statuses prove that they are the best at what they do - you can't build that kind of wealth by having one lucky year. But, again, though they're among the greats in a booming $3 trillion industry (that's more than the GDP of the United Kingdom)... most ordinary investors have never heard of them. We're talking about a lot of money changing hands... and a lot of profits up for grabs. Yet most investors don't have access to these types of funds... or their incredible profit-making potential. You can mostly thank regulations for that... Unfair Advantage Hedge funds require a minimum investment of $1 million. And they are banned from marketing to retail clients. That means their client base includes investors with ultra-high net worths, family offices, sovereign wealth funds, and institutions like pension funds. Of course, even should you gain access by attaining an ultra-high net worth, chances are a fund still wouldn't want to deal with you, as you're just a single individual. I've always felt this was unfair. Why should only these types of investors have access to the best financial data? I saw it time after time when hosting my show on Bloomberg TV and after I became a hedge fund CEO. The chairman of Goldman Sachs Asset Management would show me the company's latest research over a cosy lunch... My fund's "prime brokers" in New York would give me privileged access to the New York Stock Exchange and order execution through their teams on the floor. It all seemed, like everything else in life, that money and privilege got you access. I have a unique perspective on this because I come from a retail investor background. My Financial Times columns were written to share insights with the masses. My TV show on Bloomberg was free to access. All the barriers in the hedge fund industry seemed opposed to my life's work. But just letting anybody in by changing regulations would not be the answer. After all, how many private investors want to pay what funds typically charge (20% performance fees on their profits and 2% fees on their total investments)? And it's not just getting the picks that makes hedge fund access unfair. It's getting the critical insights that lead to those picks. Worlds Apart A mutual fund manager and a hedge fund manager - in my experience - are as far apart as someone playing Major League Baseball and someone playing Little League. I'm exaggerating... but just a little. The best and brightest in asset management want to go into my industry - not into long-only retail funds. Think of it this way... A mutual fund charges fees equal to around 0.5% of the value of the assets it manages. Again, us hedge fund managers get 2%. You get what you pay for. So how do we solve this problem of access? How do we level the playing field and get average investors access to the best insights in the industry? Well, as a Member of the prestigious Oxford Club, you are off to a good start. I would also humbly point you to my latest research on this topic. You see, me and my team have been on a tear this year, destroying the relative S&P and giving readers the shot at some truly astronomical wins. What we do isn't difficult, per se. But it requires thinking about the markets a little bit differently from what you may be used to. [I've boiled our success down to three simple steps which I'll happily detail for you here.]( Happy Hunting, Alpesh OPPORTUNITIES OF INTEREST - [Unlock the Investing Secret Alexander Green Learned From a Mysterious Costco Manager]( - [ChatGPT Admits, "[Industry X] Will Grow at the Same Rate as the AI Industry..." but These Stocks Sell for up to 97% Less. Click for Details.]( - [Wall Street PROJECTS $30 Energy Stock Will Rise to $280 in 18 Months!]( SPONSORED [NEW RESEARCH: AI Trading Tool "S.A.M." Could Have Found Profitable Trades With as Much as an 82% Win Rate (Over 5 Years)!]( [Nate with dog at Computer]( 5-year backtest shows that a revolutionary new AI-powered scanner developed by legendary trader Nate Bear could have found as many as 7,286 profitable plays (an average of 5 per day). See why traders who have early access can't stop raving about how powerful this new tool is. See the LIVE demo here... [>> Click to See the Demo <<]( [The Oxford Club] You are receiving this email because you subscribed to Oxford Club Special Opportunities. Oxford Club Special Opportunities is published by The Oxford Club. Questions? Check out our [FAQs](. Trying to reach us? [Contact us here.]( Please do not reply to this email as it goes to an unmonitored inbox. [Privacy Policy]( | [Whitelist Oxford Club Special Opportunities]( | [Unsubscribe]( © 2024 The Oxford Club, LLC All Rights Reserved The Oxford Club | [105 West Monument Street](#) | [Baltimore, MD 21201](#) North America: [1.800.589.3430](#) | International: [+1.443.353.4334](#) | Fax: [1.410.329.1923](#) [Oxfordclub.com]( Your Legal Questions... Answered What is The Oxford Club? The Oxford Club is a financial publisher with a highly rated track record. We deliver unique and well-researched financial and investment ideas to our Members. What do you do? We share our team of experts' industry knowledge and timely insights with our Members so they have the financial literacy and tools needed to build a rich, fulfilling life. We do not provide any personalized financial advice or advocate the purchase or sale of any security or investment for any specific individual. Instead, the information we share is directed toward a larger audience of all subscribed Members. So you'll make me rich? Maybe! But not exactly. Our goal is to provide the research and information required to help you make you rich. Investment markets have inherent risks, and we can't guarantee future profits. Why should I trust you? We offer information based on what we think will provide the most value to our Members. Our business depends on Members' interest in our ideas and satisfaction with their results. We've been around for 30-plus years because our Members have continually chosen to stay with us (many of them for life). Nothing published by The Oxford Club should be considered personalized investment advice. Although our employees may answer your general customer service questions, they are not licensed under securities laws to address your particular investment situation. No communication by our employees to you should be deemed personalized investment advice. We allow the editors of our publications to recommend securities that they own themselves. However, our policy prohibits editors from exiting a personal trade while the recommendation to subscribers is open. In no circumstance may an editor sell a security before subscribers have a fair opportunity to exit. The length of time an editor must wait after subscribers have been advised to exit a play depends on the type of publication. All other employees and agents must wait 24 hours after publication before trading on a recommendation. Should I still consult my investment advisor? Any investments recommended by The Oxford Club should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company.