EPISODE · Mar 11, 2025 · 51 MIN
#84 Daniel Blum, Evan Capital LLC - Rules-Based Investing with
from Alt Funds Network · host Daniel Blum, Mike Schroeder, Skyler Steinke
Find us online: https://altfunds.io/Email us with topic ideas: [email protected]: https://bit.ly/4afXcanApple Podcast: https://apple.co/4akXAUSGoogle: https://bit.ly/4am9oXk 👇 Click Below to be a guest on our video podcast: 👇 https://bit.ly/46X7cSQ Connect with Daniel Blum:Company Website: www.evancapital.comLinkedIn: www.linkedin.com/in/dan-blum-b153439 Timestamps: 00:00 Introduction to Daniel Blum00:38 Early Experiences and the Tech Bubble02:44 Commercial Real Estate and the Housing Market04:41 Transition to Trading and Investment Strategies09:05 Launching Glenhaven Capital13:28 Challenges and Lessons in Systematic Investing20:12 Establishing Evan Capital28:13 High Volatility Investing: A Contrarian Approach30:53 Investor Preferences and Challenges32:25 Market Trends and Diversification35:34 Commodities and Trend Following39:32 Real Estate and Diversification Strategies47:22 Advice for Aspiring Fund Managers49:19 Final Thoughts and Contact Information Disclaimers:Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.Evan Capital is a registered investment adviser in Texas. This content is for informational purposes only and does not constitute a recommendation, advice, or solicitation for the purchase or sale of any securities. The investment strategies shared are based on historical experiences and may not be suitable for all investors or reflective of current market conditions. No one can predict or project performance, and forward-looking statements are not guarantees. Investing involves risk, including the risk of loss.
What this episode covers
Background: Founder of Evan Capital, a TX-based RIA and Glenhaven Capital, a CPO (commodity pool operator). Both companies utilize the same rules-based investment/trading philosophy. Description: Join us for an insightful conversation with Daniel Blum, founder of Evan Capital and Glenhaven Capital, as he takes us through his journey—from navigating the tech bubble to commercial real estate and launching his own investment funds. Daniel shares key lessons on the power of a rules-based investment philosophy, the discipline required for systematic trading, and how early career experiences shape an investor’s mindset. We also explore the distinctions between his RIA and CPO entities, managing investor expectations, and the invaluable lessons learned from major market drawdowns. Whether you're a budding fund manager or a seasoned investor, this episode is packed with actionable insights on mastering market complexities.
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#84 Daniel Blum, Evan Capital LLC - Rules-Based Investing with
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