HeyJaredPhoenix Learning Hedge Funds
Phoenix (phoenixlearning.io) is the only place where you can learn from top Portfolio Managers and analysts from the best hedge funds in the world.
- Indexed issues, last 90 days
- 9
- Latest publication
- Sep 29, 2026
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- Earliest in this view
- Jul 7, 2026
Latest issues
L/S Commerciality: Which Ideas Are Worth Your Time (opens the original)
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Deciding which stock ideas are monetizable and worth spending your time on is one of the most underappreciated aspects of a successful investment process.This commercial sense is partly innate and partly something you develop over time. Yet there are also clear analytical frameworks that some of the best multi-manager analysts and PMs use to decide which ideas offer the highest ROI.Today we cover one of the foundational frameworks, which is a natural extension of the core idea generation process
Partner at Dymon Asia Capital on Phoenix: Investment Process Deep Dive (opens the original)
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I’m very excited to welcome Bernie Ahkong as a guest speaker at Phoenix.He is a Partner and Portfolio Manager at Dymon Asia Capital and is one of the best multi-manager investors I’ve had the pleasure to meet.Prior to Dymon Asia, Bernie was CIO of UBS O’Connor’s flagship Global Multi-Strategy Alpha hedge fund. He also managed a multi-sector, market-neutral long/short equity portfolio and mentored PMs across the US and UK. He joined Dymon Asia earlier this year to help build out its London office
L/S Themes: Cycles and Subsector Neutrality (opens the original)
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A lot of what has happened in the market over the past year has been driven by themes.Themes were often so pervasive that it was enough to call their direction correctly to make money. Identifying and understanding themes will continue to be a huge competitive advantage.What are these themes? How do they unfold? Can you express them cleanly in a market-neutral portfolio? What about subsector neutrality?We use software and memory as examples to explore these questions.There are structural similar
New Special Speaker + L/S Equity Repository 2026 (opens the original)
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We have a truly special guest speaker announcement for our invite-only series coming next week.There are very few people I can think of who can teach us more about fundamental long/short investing across the entire spectrum of the toolkit. It’s someone I have followed closely for a long time - the crème de la crème, operating at the absolute top of the game. Can’t wait to share more next week.For those of you who have been here from the beginning, the series started with Mt. Rushmore:You may hav
The Perfect Short: How to Spot “Change” and Find Powerful L/S Ideas (opens the original)
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The best long/short ideas come from identifying the one variable so powerful that if you are right on it almost everything else becomes secondary.One of my absolute favourite examples of a pitch is short Chegg (CHGG):ChatGPT is rapidly stealing new customer share from CHGG and neither the market nor the company has acknowledged it.That was the whole pitch.You were seeing it in real time in the data. Clear secular disruption was taking place right before your eyes and yet… no one had fully acknow
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