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Creator Profile

Capital Allocators with Ted Seides

YouTube | Stock

22.9K followers

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Tracked since March 2, 2026

Performance since March 2, 2026

Creator strategy
-17.67%
S&P 500
+15.29%
Edge
-32.96%
Success rate
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Recent Posts

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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.

1 tracked mentionsNo linked signals detected

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.

1 tracked mentionsNo linked signals detected

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.

1 tracked mentionsNo linked signals detected