Playing on the Sandlot
Actionable market Insights from Tuttle Ventures
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I also put together research notes from the managed futures space from Corey’s Hoffstein’s interview with Kevin Cole, of Campbell Company.
Sandlot Partners
Research Notes from Kevin Cole CIO of Campbell Company
Sandlot Partners
This week we have one private equity investment to share for qualified clients.
Sandlot Partners is an independent private investment firm based in Orem, Utah that partners with exceptional management owners and founders who believe in the long-term potential of their businesses.
In the private equity space, I believe the best deals come from an exceptional network.
Over the years, I’ve worked with Sandlot on direct deals with Breeze Airways when I worked at Pacific Capital and Gabb Wireless from my time at Goldman Sachs.
I was recently reintroduced to the latest fund offering from a friend and teammate from my days playing college football at BYU.
To help maximize growth potential, Sandlot provides founders with growth capital, strategic guidance, and partial liquidity. Leveraging their network of founders and operators, Sandlot identifies, structures, and offers up strong risk-adjusted private investment opportunities.
We are excited about the next chapter of future investments.
Sandlot investors include family offices, strategic individuals and like-minded institutions that seek strong alignment and provide patient capital.
We believe alternative investments should only be considered in connection with an overall investment portfolio. Further, the alternative investment portion of your portfolio should include a balanced portfolio of different alternative investments.
Alternative investments may invest in instruments that may be highly illiquid and extremely difficult to value. This may limit your ability to redeem or transfer your investment or delay receipt of redemption or transfer proceeds.
We typically perform due diligence on private investment deals as part of a personalized comprehensive financial plan, for this reason we are aligned with our investors and not paid a commission by Sandlot for our prospective client referrals.
If you are interested in learning more, feel free to get in touch.
Research Notes from Kevin Cole CIO of Campbell Company
In this episode, Corey talks with Kevin Cole, CEO and CIO of Campbell & Company.
In the first half of the conversation, Kevin outlines Campbell’s flagship systematic multi-strategy program.
We have been an early investor in the mutual fund $EBSIX this year.
They cover topics including trend-following versus multi-strategy, the taxonomy of alpha signals, the concept of edge when you’re running hundreds of models, the process for introducing and sunsetting signals, and risk management.
What stood out to me was how Campbell considers what they call “Emergent Risk Factors” from a geopolitical viewpoint. They turn a geopolitical view into a systematic model and partner with shorter term market signals to create an unique trading model. I am not aware of many other managed futures managers who are currently applying this kind of approach.
In the second half of the conversation, Corey and Kevin discuss how Campbell organizes its research team and process. As an investment manager knowing what is and isn’t worth my time from a research standpoint is critically important to drive results driven investment outcomes.
With such a strong focus on quantitative research, the podcast can get into the weeds. We found the topic of peer-based accountability and a collaborative research to be different from other managed futures firms. Kevin explains how the team is organized and how the agenda is set. He also introduces the management process they’ve adopted called “Pulse,” providing the framework for which the team operates.
Thank you for reading and I am grateful and humbled to be able to learn, grow and invest alongside you at Tuttle Ventures. Vision, Courage and Patience leads to successful investing.
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Best,
Darin Tuttle, CFA
NOTE - This is not investment advice. Do your own due diligence. I make no representation, warranty or undertaking, express or implied, as to the accuracy, reliability, completeness, or reasonableness of the information contained in this report. Any assumptions, opinions and estimates expressed in this report constitute my judgment as of the date thereof and is subject to change without notice. Any projections contained in the report are based on a number of assumptions as to market conditions. There is no guarantee that projected outcomes will be achieved. Unless there is a signed Investment Management or Financial Planning Agreement by both parties, Tuttle Ventures is not acting as your financial advisor or in any fiduciary capacity.