Hedgeye Investing Summit | Art Hyde, Portfolio Manager, Segra Capital Management

Oct 30, 2023

Art Hyde, Portfolio Manager at Segra Capital Management, discusses their short position on Sweden and the impact of the European energy crisis. They share insights on building trust and overcoming challenges in the hedge fund business. The chapter also focuses on their experience running a generalist hedge fund and their approach to investing in the mining industry. They highlight the challenges and volatility of trading uranium and stress the importance of understanding market trends.

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Introduction

00:00 • 2min

Short Position on Sweden and Formation of Seguar Capital Management

01:34 • 2min

Building Trust, Taking Risks, and Overcoming Challenges in the Hedge Fund Business

03:45 • 2min

Running a Generalist Hedge Fund: Finding a Focus

05:54 • 6min

Attending Conferences and Investing in the Mining Industry

11:43 • 2min

Trading Uranium and Challenges in the Market

13:34 • 14min

Investing in Uranium Stocks and Understanding Market Trends

27:48 • 21min

Insights and Challenges in Investing

48:32 • 2min

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