Details of track

Based on the most helpful WSO content, when presenting your track record to a platform as a portfolio manager, you should consider including more than just monthly returns. Here's a breakdown of what you might want to showcase:

• Monthly Returns: Clearly, this is a starting point. It shows the performance of your investments over time.

• Strategy Description: Outline your investment strategy and how it differentiates from others. This could include your investment philosophy, the sectors you specialize in, and your approach to selecting investments.

• Risk Management: Detail how you manage risk, including the use of leverage, volatility control, and any measures you take to limit drawdowns.

• Sharpe Ratio or Other Risk-Adjusted Return Metrics: These provide insight into how much excess return you're generating for the risk taken.

• Assets Under Management (AUM): Indicate the size of the assets you've been managing, as this can affect the scalability of your strategy.

• Historical Performance Benchmarks: Compare your performance against relevant benchmarks to show your edge over the market or peers.

• Liquidity of Investments: Especially important for platforms that use leverage and have strict risk limits, show that your investments can be liquidated without significant market impact.

• Qualitative Factors: Include any qualitative factors that might be relevant, such as your experience, team structure, or operational setup.

• One-Pager: While a one-pager can be a concise way to present your track record, it may not be sufficient to cover all the details that a platform would be interested in. It's often used as an initial introduction, but be prepared to provide a more detailed presentation or dossier upon request.

Remember, the goal is to demonstrate that you have a robust, repeatable process that can be scaled up and that you can manage the additional capital effectively without compromising your strategy's integrity or performance.

Sources: Track Record in Real Estate, How to build HF track record that is worth anything?, Don't Throw Away Your Shot - Networking with Senior Professionals as an MBA, Want to build a startup & raise some money? Part II, So I heard You Want to Start Trading?