2021 Wrap Up with CARL’s Denali Quant Hedge Fund Strategy

Joining the show today is investment manager, Marcos Beuno, to talk about the Denali investment strategy in the context of 2021’s market and what 2022 might look like for the strategy. 

Available on the CARL app, the Denali strategy systematically builds a portfolio of stocks with positive idiosyncratic price trends and applies a risk management framework. The strategy's philosophy is very defensive. Denali only deploys capital when strong uptrends are present. In their absence, like during periods of down markets, it preserves capital by increasing the allocation to cash. 

Episode Highlights:

0:00 - Intro 

1:56 - How Denali did in 2021 overall 

4:00 - Overview of how the Denali strategy works 

6:00 - Why the Denali quantitative/systematic approach works so well 

8:28 - Risk management and how Denali protected capital in 2021 

11:32 - Looking ahead to 2022  

15:46 - The long-term role of Denali in a portfolio   

About the Guest

Marcos Bueno 

Marcos is the founder and CIO of Ascent Systematic Advisors LLC. Previously, he was the CIO at Argon Capital Management, Partner and Senior Portfolio Manager at the London office of Graham Capital, Portfolio Manager at JPMorgan’s proprietary trading desk, and he also worked at Goldman Sachs in the Multi-asset derivatives structuring and in the Power & Gas M&A  teams. Mr. Bueno obtained an MBA with Honors from The Wharton School, holds an MS in Economics and Applied Mathematics from Ecole Polytechnique in France, and a BS and MS in Industrial Engineering from UPM in Spain. He is a marathoner and former national level competitive track & field athlete.

Links & Resources 

Download the CARL App ​for iOS https://apps.apple.com/us/app/carl-app/id1518314520  

Download the CARL App for Android https://play.google.com/store/apps/details?id=com.investwithcarl.carl 

Learn more about CARL’s Denali Strategy https://investwithcarl.com/investment-strategies/denali 

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