Creator Profile
Capital Allocators with Ted Seides
YouTube | Stock
22,300 followers
Visit creator profileReturn Since March 2, 2026
Recent Posts
Latest published research
July 1, 2026
Down 50%. Half the LPs Left. He Stayed. | Nicholas Csicsko
The creator discusses a challenging period for a manager in 2020, where the fund experienced significant drawdowns and lost half its investors. Despite the difficulties, the creator's repeated meetings with the manager and belief in the underlying holdings gave them the confidence to stay invested. This decision proved fruitful as the fund saw a 5x return from 2021 to 2026.
June 30, 2026
Holding a Hedge Fund Manager Through a 50% Drawdown — to a 5X | Nicholas Csicsko
The creator discusses investing in a long/short hedge fund manager who experienced significant drawdowns in 2019 and 2020, leading to a nearly 50% loss. Despite the stress, the creator added to the position and ultimately held through the downturn, which resulted in a 5x return from 2021 to 2026. The manager's commitment and transparency were key factors in the decision to stay invested.
June 29, 2026
Trinity Wall Street's Nicholas Csicsko: How Transparency Survives a 50% Drawdown
The creator, Nicholas Csicsko of Trinity Wall Street, shares his unconventional path into investing, starting from music studies at Juilliard. He discusses how a stipend led him to buy stocks in 2007, sparking a fascination with business and economics that drove him to pursue a career in investment, eventually leading to internships and roles at foundations.
Recent Stock Calls
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High-Conviction Portfolio Performance Since March 2, 2026
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