Chapter 29
Chapter 29
Chapter 029: The Black-Haired Investor Awakens as a Superhuman
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"Hedge Fund AlphaMind Launches – Set to Reshape Wall Street"
At the launch event for the AlphaMind hedge fund, CEO Hyun-woo Na attracted significant attention by announcing his investment strategy.
Hyun-woo Na, a young star fund manager who has rapidly risen to prominence on Wall Street since the pandemic, moved beyond conventional investment narratives, presenting a concrete investment vision for the post-COVID era and leaving a strong impression.
Interest from Wall Street Moguls and Global Billionaires
The briefing was attended by over 200 investment teams, including not just investment teams but also Wall Street titans, global investment banks, and prominent Family Offices.
One attendee praised Hyun-woo Na, saying, "Most briefings focus on the fund's philosophy or past performance, but CEO Hyun-woo Na was very impressive in presenting a clear investment direction."
Ray Dalio, a Wall Street Legend, Listens to Hyun-woo's Vision
Ray Dalio, a Wall Street heavyweight, also attended and listened to Hyun-woo Na's presentation.
He commented on Hyun-woo Na's market analysis, saying, "The concrete vision stood out, and I look forward to the impact this strategy will have on the market."
$1 Billion Investment Secured, AlphaMind's Successful Launch
Following the briefing, AlphaMind secured $1 billion in investment, establishing itself as a leader in post-COVID investment.
Through this launch, Hyun-woo Na proved that his vision was firmly recognized on Wall Street and in the global investment community.
Hyun-woo Na Emerges as Next-Generation Leader, Wall Street's Expectations Soar
Hyun-woo Na, who predicted the COVID pandemic and recorded historic returns, has emerged as a rising leader with this briefing, solidifying his unique position on Wall Street.
Many investors are paying attention to his differentiated strategy, and the launch of AlphaMind is seen as having the potential to change the future of global investment flows.
April 23, 2020, 23:30 EDT
By Emily Harper, Bloomberg Reporter 」
* * *
It was an article that kept catching my eye.
‘Is it that bastard again?’
Eric felt a surge of frustration.
It was hard to accept that Hyun-woo, who until recently had been a colleague working alongside him on the same floor, was now so far out of reach.
‘What’s so great about raising just a billion dollars….’
He tried to downplay it, but he couldn't deny reality.
Hyun-woo had broken the record set by Stefan Ronald of LMR Partners in 2009.
It was a case of a rookie with three years in the industry successfully going independent.
However, Stefan Ronald's success was aided by outstanding partners such as Ben Rivaine and Andrew Manuel.
But Hyun-woo had started alone, and the amount he raised, $1 billion, far exceeded Stefan Ronald's record of $100 million.
It was definitely a record that a newcomer to the industry would never be able to break again.
"Eric, do you have a minute?"
Someone asked from behind him.
Eric turned to see Brandon from his team.
"Yeah, what's up?"
Eric replied.
"Heard about AlphaMind? The higher-ups want us to analyze and reference their strategy. They want us to figure out what Hieonwoo knows."
Eric frowned.
"Why are we even bothering with a hedge fund that's only worth a billion dollars?"
Eric was about to grumble more, but he stopped when he saw Brandon looking at him with a mocking smirk.
He sighed and opened his mouth again.
"What strategy?"
"Haven't you heard? They're focusing on the Vaccine stock sector."
"Vaccine stock?"
Eric asked back with a suspicious look.
"Yeah, Vaccine stock."
Brandon nodded lightly, reaffirming his statement.
At that moment, Eric's eyes changed. A hopeful conviction bloomed in his eyes.
"Are you sure about Vaccine stock? That's really not it…."
Brandon seemed to think the same way as Eric, smiling in disbelief.
Hyun-woo's report predicting the COVID pandemic had become a legend on Wall Street.
When no one had anticipated that Wuhan Pneumonia would have such a severe impact on the world, only Hyun-woo had accurately analyzed and pinpointed it.
And now, with such outstanding insight, the next target was the Vaccine stock market.
"Hieonwoo, huh?"
Eric said, suppressing a snicker.
"That guy seems to think he's special when he takes the opposite position."
"He succeeded that way, so he has to keep going."
"This time it's different. Trump gave it away! What Vaccine stock! The treatment market is rising every day, and he's trying to take the opposite position there."
It was on the 19th that Trump had mentioned a drug called Hydroxychloroquine.
There was a press conference that day stating that the drug, which had originally been used to treat malaria, had shown promising results against the coronavirus.
The treatment market had already been in the spotlight since the beginning of the pandemic.
Trump's press conference fueled it.
The treatment market was rising every day, and the Vaccine stock market, which could be said to be the opposite position, was faltering.
"He said it could be used immediately. Even if there's some exaggeration, it's still effective, right? Trump said it himself at the White House."
Eric raised his voice more than usual, as if he had been waiting for this.
The team members on the floor were watching Eric's reaction.
Eric also looked back at those gazes, reaffirming that he was right.
So Eric's voice became even louder.
"Our rock star is wrong this time."
The other team members on the floor nodded, seeming to agree with him.
For the first time in a long time, Eric felt alive.
"So Eric, you're going to reject the upper floor's guidance?"
The treatment market was already a ship sailing at full speed. There was no reason to get off that ship and set foot on the unknown land of Vaccine stock.
Why take a risk when you're in a safe position?
The answer was already in his heart.
"I'm going to keep my main position in the treatment market as it is now. But I'll still follow the guidance and deal with it to some extent for hedging purposes."
"Then what Vaccine stock are you going to invest in?"
Brandon asked again.
As if it were a stupid question, Eric scoffed and answered.
"Isn't it obvious? AstraZeneca, of course?"
* * *
March 24th.
Apart from Tesla, it is noticeable that market funds are also flowing into the Vaccine stock market.
Yesterday's briefing was definitely having an impact on the market.
However, Vaccine stock developed using the traditional Vector method.
For example, stocks like AstraZeneca and Janssen were stronger than other Vaccine stock.
Unfortunately.
[ SH83: Did you get home well last night, CEO? ]
A chat window popped up on the Bloomberg Terminal.
[ AMIND: Yes, I did. Good morning, Chief. ]
I replied lightly.
SH83 is the only Korean team among the teams that attended yesterday.
It is a team from SH Bank, one of Korea's top commercial banks, and the person using this ID is a man named Jo Seok-jun, the chief leader.
Considering that this person manages nearly 10 trillion won in assets for wealthy Korean individuals.
It could be said that he has achieved remarkable success despite being born in 1983.
A rising star in the Korean financial world.
[ SH83: Yesterday was a truly impressive briefing. I am disappointed that we were unable to proceed to a contract, but I am always cheering you on. ]
SH Bank could be a pretty good ally as an Asian base.
However, they only showed up with 50 million dollars, which was less than the minimum investment amount of 100 million dollars.
Seeing that they crossed the Pacific Ocean knowing that a contract was impossible.
It seemed that they, like others, were aiming to get to know me directly on this occasion.
His message continued.
[ SH83: I hope my message is not a bother? ]
[ AMIND: It's okay. I rarely have the opportunity to chat in Korean, so I'm very happy. ]
[ SH83: As you analyzed, it seems reasonable to focus on the Vaccine stock sector rather than treatment in the future. However, the selection process between traditional Vector method vaccines and innovative RNA method Vaccine stock is a new challenge. ]
[ AMIND: If you make a decision, please share your insights with me. ]
[ SH83: Oops. I was one step late. ]
I smiled faintly and turned my attention to other windows.
I exchanged small talk about how everyone was doing last night.
I could see that most people were struggling between the Vector method and the RNA method.
These are natural concerns.
Still, it was advantageous for me that the attention of market leaders was shifting from treatment to Vaccine stock, regardless of which side they were on.
Since the pie will be much bigger in terms of profit if we jump into the Vaccine stock market anyway.
However, those who focus on Vector method Vaccine stock like AstraZeneca will see results far short of those of RNA method Vaccine stock.
Which company will take the throne among the many biotech companies that can jump into the Vaccine stock war?
I presented a vision for the Vaccine stock sector at the briefing.
But of course, the specific stocks were not mentioned.
Nor is it which development method is the way to go.
Only I am sure that the RNA method is the answer.
Among them, Moderna.
Moderna's stock ticker is MRNA.
* * *
Pfizer will certainly be in the spotlight as a leading player in RNA vaccines.
But Moderna has the greatest growth potential in terms of investment returns.
Moderna's market capitalization is $10 billion, while Pfizer's is $200 billion.
This means that Pfizer is 20 times heavier than Moderna.
Pfizer is already a very large and stable global pharmaceutical company.
Despite innovation and success, the impact of these large companies on their stock prices can be relatively small.
On the other hand, even if small biotech companies like Moderna achieve the same success, the impact is explosively reflected in their stock prices.
So the answer is Moderna.
Of course, Moderna's spot stock, with a market capitalization of only $10 billion, cannot handle all of AlphaMind's fund assets.
So we need to use every possible method in addition to spot stock.
For example, if we design derivative products that reflect Moderna as the underlying asset to meet the needs of institutional investors…
‘This is it.’
The demand for the risk hedging market is always certain.
And because I blew the wind yesterday, some of the fast-moving places would have started designing the same product that I am thinking of now.
I can't be left behind.
‘I led the game, where are you going.’
The specialized personnel required to design complex derivative products is at least ten, and the time required is 12 weeks.
But that was not the case for me.
Crack. Crackle―
Sparks fly in my head.
It feels as if the compressed energy is being released all at once, stirring up the senses.
This feeling of neurotransmitters pouring out like a waterfall!
This cool stimulation of signals being transmitted from the synapses is going crazy!
Tatat. Tatatatat.
The sound of typing began to swirl from my fingertips.
The necessary derivative products are created.
Right on the spot.