Other People's Money with Max Wiethe How this Small Cap Hedge Fund Took Advantage of Crisis & Controversy to Reach Scale | Stoic Point Capital Management
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Sep 9, 2025 Cullen Rose and Raj Shah, co-founders of Stoic Point Capital Management, dive into their journey of capitalizing on the SPAC boom and adapting their investment strategies. They discuss the significant impact of AI on their research methods and cost structures, revealing how technology reshapes finance. The pair also highlight the complexities of maintaining investor relations amidst evolving market dynamics and the shift towards small-cap investments, all while emphasizing the need for transparency and adaptability in a competitive hedge fund landscape.
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Fast Launch From Shared Experience
- Cullen and Raj decided to start Stoic Point days after Stillwater closed, quickly agreeing to partner.
- They used their prior working relationship as a foundation to launch a lean, process-driven fund.
Negotiate Service Deals Early
- Negotiate service provider fees transparently and explain your actual startup budget.
- Offer early-feedback or product testing to vendors in lieu of high fees to lower costs.
Protect Investors With Expense Caps
- Cap fund expenses to protect early investors and plan to reimburse overages personally if needed.
- Tell providers expenses affect investor returns so pricing conversations become partnership discussions.
