This article ran the day after the bottom in energy stocks. My Fund's AUM had just collapsed to ~$28MM and I was down 80% on the year. I tried to not let my stress show to my kids (with mixed success). Excruciating times never to be forgotten with so many valuable lessons...
2020 is proof that if you get the best data possible, bury the fear and nausea, and act on your analysis you can come back from anything. My fund is now -20% YTD (so more work to do!) and AUM is ~$175MM. I truly cannot thank my incredible clients enough for sticking with me.
You can follow @ericnuttall.
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