A few months ago I floated the idea of launching a fund. I have had discussions with potential investors and with potential firms to host the fund. Typically I have been talking to institutions that I have had previous dealings with, so have not bothered to produce a strategy document as there has been no need.
Recently I have started talking to an institution that I have not dealt with before, and they asked for a strategy document. Given that the subscriber list for this substack has quintupled from when I first began, I assume there is a great number of people who are also unfamiliar with my background, so I am making this strategy document widely available, but behind the paywall.
