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An Investor’s Guide to Feeder Funds

An Investor's Guide to Feeder Funds

In the intricate world of investment, feeder funds stand out. You may have heard of the ATRAM Global Dividend Feeder Fund or even the one from Sun Life. They offer a unique approach to pooling resources. But what exactly are they? Let’s dive deeper

What are Feeder Funds?

Feeder funds are investment vehicles. They gather capital from various investors. This capital then flows into a larger, central fund. This central entity is known as the master fund. The master fund is where the actual investment strategy unfolds.

The concept is simple. Investors place their money into the feeder fund. The feeder fund then channels these resources into the master fund. The master fund, managed by investment professionals, executes trades and investment decisions.

This structure is particularly popular among hedge funds. It allows for the aggregation of assets from different sources. This can include both U.S. and foreign investors. By pooling resources in this manner, feeder funds help in achieving economies of scale. This leads to reduced costs and increased efficiency.

Diving Deeper

The master-feeder setup is a symbiotic relationship. The feeder fund relies on the master fund’s expertise. In return, the master fund gains access to a wider pool of capital. This structure also provides tax benefits. It caters to the needs of diverse investor groups.

Investing in a feeder fund is akin to investing in the master fund. The performance and objectives of both are aligned. Profits are shared proportionally among investors in the feeder fund. This ensures that each investor benefits from the master fund’s success.

Things to Take Note

Feeder funds are not without their complexities. They often involve layers of fees. These can eat into the returns for investors. It’s crucial for potential investors to understand these costs. They must weigh them against the potential benefits.

The feeder fund structure also raises questions of transparency. Investors may not have direct insight into the master fund’s operations. This can be a concern for those who prefer a hands-on approach to their investments.

Why You Should Consider Feeder Funds

Despite these concerns, feeder funds remain a staple in the investment world. They offer a path for investors to access sophisticated strategies. These strategies might otherwise be out of reach.

For individual investors, they can be a gateway. They provide entry into high-level investment opportunities. However, it’s important to note that these funds are often reserved for accredited investors. These are individuals with significant income or net worth.

Last Remarks

Feeder funds play a pivotal role in modern finance. They offer a collective investment model. This model can lead to greater financial opportunities. Yet, they require careful consideration. Investors must assess the risks and rewards. They must also consider the costs and level of control they desire.

Feeder funds are a testament to the innovation in the financial sector. They reflect the evolving nature of investment strategies. As the market grows more complex, so do the mechanisms to navigate it. These funds offer a collaborative approach to investment. Feel free to check out the different feeder funds you can invest in here.

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Featured Trader of the Week: @gabrielo

Let’s give a round of applause to @gabrielo for being this week’s Featured Trader! 

@gabrielo has been a member of the Investagrams community since October 2017 and has been very active recently. He is always sharing his thoughts and his trades.

A week ago, our featured trader posted his technical analysis on $ABA, a hot stock in the local market. $ABA recently breakout and reached 52-wk highs at 1.67 ish!

As the stock is on an uptrend, @gabrielo charted its support, resistance,  MA, and Fibonacci Retracement level, and RSI on the chart that was bound for a breakout or breakdown. @gabrielo felt that this was an opportunity to have a good entry near the support and sell around the resistance.

TECHNICALS OF THE TRADE

Technically speaking, $ABA recently reached a 52-wk high and is bound for a much higher price or plunge of the stock price. After breakout at the 1.56 ish, ABA’s volume surges along with its RSI. While others are falling, $ABA is showing strength as it continues to move upwards strongly. It came from a breakout at the 1.56 area before surging to 1.60+ area onwards. There could be a retest in the next few weeks as ABA recently reached a 52-wk high. Technically speaking, the next resistance that ABA could face is the 1.8 level. Furthermore, ABA will retest whether it will surge more or a reversal after reaching the 52-wk high.

@gabrielo was confident that prices will further go up as he indicated in his chart the supports, resistances, and the trendline. He charted a good entry near the support and possible resistance to break. 

FUNDAMENTAL CATALYST

AbaCore Capital Holdings, Inc. has interests in the leasing of gaming equipment, gold and coal mining, real estate, and financial services. Furthermore, $ABA has been on an uptrend and the volume from the locals and foreigners is surging as well. It is still unknown whether $ABA will push further or reverse. In addition, ABA’s book value as of 1Q 2022 is 3.5 per share. Thus, it is best to observe $ABA before entering since it recently reached a 52-wk high. Further to that, it is best to consider the sentiment of the market, as well as the technical indicators and the financial statement before engaging in.

WHAT SHOULD BE MY NEXT MOVE

As the stock recently reached a 52-wk high, it would be wiser to observe and wait for what $ABA might do next before riding in. It is still unsure whether $ICT will continue to surge, so it’s best to wait for a consolidation, pullback or a good entry near its support for a better risk-to-reward trade. In addition, it is best to have alternative stock picks that are more profitable and good trade such as bottom picking stocks or stocks that could surge to due global demand.  Furthermore, it would be advisable to trade lightly and in tranches.

Once again, KUDOS to @gabrielo for being this week’s featured trader! Enjoy your 14-day InvestaPrime Access and continue to be an inspiration to the trading community.

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Featured Trader of the Week: @tobi_

Let’s give a round of applause to @tobi_ for being this week’s Featured Trader! 

@tobi_ has been a member of the Investagrams community since Oct 2021 and has been very active as he has already posted a couple of times, always sharing his thoughts on views on some of his trades.

A few days ago, our featured trader posted his technical analysis in WEB. A hot stock in the local market recently, WEB has been on an uptrend and recently making new 52-wk highs! 

As the stock was going up in uptrend, @Tobi_ looked for its support, as well as predicting ascending triangles on the chart that were bound for the breakout. @Tobi_ felt that this was a momentum stock for him to play. With that being said, he also considered the RSI pattern.

TECHNICALS OF THE TRADE

Technically speaking, WEB has proven to be a strong outlier in the Philippine Stock market. While others are falling and, on a consolidation, WEB has shown strength as it continues to move upwards strongly. It came from a breakout at 2.37 area before it surges to 4 level. Recently, there was a surge in the volume as WEB became more attractive to consumers. The stock recently reached its 52-week high at 4.74. 

@Tobi_ is confident that prices will continue to rise as he predicted it is a good entry for a momentum play. Furthermore, there is great demand from the locals and foreigners.

FUNDAMENTAL CATALYST

PhilWeb Corporation is one of the leading gaming technology providers in the Asia Pacific Region as well being known for its diverse businesses. Despite the low net income, WEB has been speculative to the traders and investors. WEB is still unstable whether it will continue its trend or a speculative stock that is bound for another surge or dump. Further to that, it is best to observe the WEB and with consideration of the PSEi and the global market as it will rely on these stocks. 

WHAT SHOULD BE MY NEXT MOVE

As the move has already happened, it would be wiser to observe and wait for what WEB might do next before buying in or riding-in with the wave of the stock. It is still unsure whether WEB will continue to rise or to follow its trend, so it’s best to wait for a consolidation or wait for a good entry near its support. Further to that, it would be advisable to trade lightly and in tranches in order to be cautious about your trades especially that the market is unstable and PSE is still relying on the global market, as well as news. 

Once again, KUDOS to @tobi_ for being this week’s featured trader! Enjoy your 14-day InvestaPrime Access and continue to be an inspiration to the trading community.

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Featured Trader of the Week: buMalo

Let’s give a round of applause to buMalo for being this week’s Featured Trader! 

buMalo is an active trader who has been with the Investagrams community since 2018. He is very active in the community and frequently shares his trades.

A few days ago, our featured trader posted his re-entry trade in ABA. A hot stock in the local market recently, ABA has been providing investors handsome returns as it has been making new 52-week highs. 

As the stock was going up, buMalo looked for a place to re-enter his position and found a small pocket as a chance to make a momentum play. He re-entered on the break of 1.42 as he felt that momentum was still strong for the stock. With RSI still being above 70, this is a good sign for momentum plays as it means there is still strong demand for the stock. 

TECHNICALS OF THE TRADE

Technically speaking, ABA has proven to be a strong outlier in the Philippine Stock market. While others are falling, it has shown strength as it continues to move upwards strongly. It came from its bottom near the 0.85 area and went into a frenzy once the long-term downtrend line was broken. Most of the consolidations were short-lived and rarely experienced strong downward volatility. The stock is currently looking to break the 1.56 and 1.88 levels, the next major resistances it has to take out in order to reach new all-time highs. 

buMalo is confident that prices will continue to rise as different momentum indicators are still pointing upwards, in addition to Net Foreign Buying still going strong.

FUNDAMENTAL CATALYSTS

AbaCore is a holdings company that owns subsidiaries involved in Finance, Real Estate, Gold mining operations, and Coal mining operations. Despite earnings still not yet near pre-pandemic levels, investors are eager that the company is going to turn its situation around as the company itself has announced that it will be distributing dividends again, and will even add in shares from one of its subsidiaries – PRIDE. The market has taken this as a good sign, and demand has picked up for the stock pushing it to higher prices. 

WHAT SHOULD BE MY NEXT MOVE?

As the move has already happened, it would be wiser to wait for what ABA might do next before buying into the stock. It is still unknown whether the stock will continue to rise to higher levels or not, so it’s best to wait for a consolidation in order to look for a better risk to reward trade. As the local equities market is still facing the same major problems, it would be advisable to trade lightly should you ever want to participate in ABA, especially if you haven’t established a base at lower levels. 

Once again, KUDOS to Bibam for being this week’s Featured Trader! Enjoy your 14-day InvestaPrime Access and continue to be an inspiration to the trading community.

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InvestaU and Chill

No matter the field that we’re in, everyone needs some time off to relax and unwind. The weekends are the perfect time to do so since we don’t have to worry about work. It is fine and recommended to just enjoy ourselves. However, it doesn’t hurt to be a little bit productive for the weekend as well. So, why not do both – a relaxing activity that still lets us be productive. 

Just head on over to Investa University to go over our selection! We offer free videos, but subscribing to InvestaPrime lets you have access to a wider range of content. You’ll be able to browse through all of our premium learning videos and will have access to all of them once you’re subscribed. 

Watching webinars and masterclasses might not be the first thing you think about when you want to have fun. But, they can still be relaxing if you’re open to the idea!

  1. How to look for content that’s right for you

Once you’re at Investa University, you can browse through different catalogs to find the topics you’re interested in.

But, if you don’t have a specific topic in mind yet, you can scroll down over and view some of the featured lessons! You’ll see featured videos that were the most popular, the most recently uploaded, and other differentiations that help you find something to watch.

  1. Friday date nights

Technically not a weekend, people still consider Friday nights part of “the weekend” as it’s the start of our weekly mini-vacation from work. Those who are lucky to have a significant other often treat the end of Fridays as a special time they can spend on dates. If ever you’re sick of drinking out, spending a lot of money at restaurants, or just want to stay home and do something together, watching Investa University Premium content together can be something you can put on your list of date ideas!

You both don’t need to be traders to enjoy these videos. There is a wide variety of topics, from trading and investing to businesses! The speakers are really fun to watch and listen to, really making it a fun activity to do. 

  1. Weekend reading substitute

People who want to become better versions of themselves often like to read books. Although it should be a daily habit, the majority tend to do most of their reading on the weekends as it lets them have more time to do so. If you’re not in the mood to read, but still want to learn, you can head on over to our learning platform!

From trading lessons

Personal Finance

Even business lessons and more!

We still recommend everyone to get into the habit of reading, but we also made the Investa University Premium content as learning supplements for everyone who would also like to consume educational content in video format. 

  1. Access to exclusive webinars

Aside from recordings, having access to Investa University Premium content through an InvestaPrime subscription will also let you join in our exclusive live webinars with well-renowned traders from around the world!

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More than just watching their presentations, you can join in as well and ask them your questions during the live event!

Again, we offer free videos that everyone can access. However, subscribing to InvestaPrime will let you gain access to premium learnings from Investa University along with future live events. If you’re looking for a platform to learn more about trading, finance, business, and even personal development, check ​​Investa University out!

Aside from premium Investa University content, having an InvestaPrime subscription lets you gain access to a lot of other powerful tools and educational material that can help you progress no matter your current skill level. Want to know more about what we offer? Head on over to the InvestaPrime landing page to look at all the features that we provide to our subscribers!

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Featured Trader of the Week: @uigie

Let’s give a round of applause to AlMar for being this week’s Featured Trader! 

AlMar has been a member of the Investagrams community since 2020, and he is consistent poster who shares his thoughts and chart studies to the community. Something unique about what he shares versus other members is that he often shares bigger picture views of stocks. While others tend to share daily timeframe charts, he often shares weekly timeframe charts

Months ago, our featured trader posted his trade ideas for PSE:WEB. A widely known gaming company, its stock price has been in a downtrend for quite a while.

PSE:WEB has actually fallen by as much as roughly 96% from its peak a few years ago. With a lot of headwinds and sour earnings, a lot of investors have become pessimistic with the stock. After many months of poor returns, it seems that stock may have gotten some life back. In his post, AlMar mentions that the stock could breakout from its long-term downtrend line. As seen in recent trading sessions, PSE:WEB has just taken its first step should it look to perform a reversal. 

TECHNICAL STANDPOINT

In terms of price action, PSE:WEB came from its lows and formed a pocket near it’s weekly EMA100. Once volatility contracted, a strong breakout was imminent as buyers rushed in on the day of its breakout. The stock’s recent move makes it a prospect for a big picture reversal play. Although high volatility is still present in the markets, strongly breaking out from the EMA100 is a big first step along with breaking out of its long-term downtrend line. 

FUNDAMENTAL STANDPOINT

PSE:WEB is a company that mainly revolves around gaming, with it’s primary business being e-Games Stations, or internet cafes exclusively dedicated to casino games. Through the company’s technology, users gain access to hundreds of casino games and even sports betting. Although they are in a lucrative industry, they haven’t had that much success in recent years as they struggle to become profitable. 

What should be my next step?

As the stock has just recently broken out strongly from key levels, prices need to at least hold above the 3 to 3.2 area in order to retain its momentum. The next major resistances would be the 4.5 and 5 levels, with volume by price indicating that 4.5 could be the heaviest level it would need to break. Breaking out of 4.5 should cause the stock to experience less selling pressure, but we need to keep in mind that we are currently in a bear market, and even though the set-up looks good, most traders and investors might look to sell earlier than usual to lock in gains in a tough market. 

Once again, KUDOS to AlMar for being this week’s Featured Trader! Enjoy your 14-day InvestaPrime Access and continue to be an inspiration to the trading community.

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The Road to Trading Mastery Made More CONVENIENT

Practice doesn’t make perfect – perfect practice makes perfect. As traders, we could be charting, analyzing, and trading day in and day out non-stop. But, we could actually be just going within a loop and not improving even though we keep on doing the repetitions. It’s important to work hard, but being sincere in mastering the craft means more than just showing up – we need to look for the bitter pills and painful lessons that help cure our shortcomings and weaknesses. This is where mindfulness comes into action as we need to be aware of how our trades are playing out in order to find out how we can be better the next time. However, It can be overwhelming to do everything on your own – from building your trading logs to going through and creating the analytics for your trades. This can be troublesome. We know the pain, which is why we came up with the InvestaJournal, a tool to help you work on yourself and even bigger trading returns. More than just being an all-in-one solution for trading notes and tracking your portfolio, the InvestaJournal features a wide variety of advanced analytics that can help you level up your trading game.

Let’s see how convenient and powerful the InvestaJournal is in helping us grow as traders.

  1. Creating a journal account

Once you have access to the InvestaJournal, creating journals is as easy as just clicking a few buttons. You just need to click on the add account button on the right to start making a new trading journal.

You are free to make as many trading journals as you’d like should you need to create multiple for organizational purposes.

  1. Logging deposits and withdrawals

The next step towards building your own trading journal in the InvestaJournal is to input how much capital you’ve put into your trading account. Again, this will be as simple as just clicking a few buttons. Simply go to the portfolio tab, and you’ll find the option to add deposit and withdrawal transactions.

Adding these transactions shouldn’t take long as all you need to do is input how much you withdrew or deposited when you made the transaction, and how much the transaction fees were. 

  1. Setting up strategies

Should you have multiple strategies under your belt, you can list all of them in your journal so that you can tag what strategy was used per trade that you made.

You can even add buy and sell conditions, along with a description of your strategy should you need to review your rules on a later date.

  1. Logging trades

Of course, what’s a trading journal without our trade executions? To start taking note of trades, you can head on over to the Trade Logs section and select the option to Add Trades. 

Here’s the fun part: while adding your trades the InvestaJournal will let you do a lot of neat customizations. Aside from adding the trade details (ex. Price and amount of shares), you can also add notes such as what you could have been thinking while executing the trade. In addition, you will also have the capability to add what strategy you used for the trade as well as a screenshot of the chart to further help you when reviewing. 

You can even take note of what you felt! You can use the emojis in the description to note if you were happy, neutral, or fearful.

BONUS: Should you need to input a big amount of trades from your brokerage account, the InvestaJournal can save you time by simply importing your ledger to the journal! Just choose the import option and simply follow the instructions for the brokerage that you are importing data from.

  1. Analyze, analyze, analyze!

Once all the data is set, you’re good and ready to start analyzing your trades. InvestaJournal still includes basic information such as the current equity value along with realized rofits and losses. However, what sets it apart are the advanced analytics that you can take advantage of in order to find improvements left and right. 

For example, statistics such as Avg. Profit can be used to determine if you really make the most out of your trades. If ever you feel like you take profits off the table too soon and want to explore holding on to a bigger portion of moves, this statistic could help you gauge how you’re improving. The InvestaJournal even shows you how strong your different strategies compare with one another, so you can see what strategy really works best for you!

Although the InvestaJournal is really simple and easy to use, it will surely make an impact on your development as a trader. We guarantee you that you will be able to find a lot of insights through the InvestaJournal that will let you take the next step towards mastery. 

Want to know more about what we offer? Head on over to the InvestaPrime landing page to look at all the features that we provide to our subscribers!

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