Our Strategies
About Us
Lakeside Capital, LLC is a multi-strategy investment firm based in the Dallas, Texas area. Our investment and trading philosophy is based on a disciplined and repeatable process that is focused on momentum trading. Lakeside Capital's aggressive investment approach and hedging strategies are geared to produce high capital growth across distinct market cycles and macro events. Our long-short equity funds cater towards high-net worth persons and family offices with a risk appetite seeking strong returns.
Lakeside Momentum Fund (Inception: Jan 2022)
Our key allocations include (allocation %s are approximate targets):
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Momentum - Lakeside's strategies will focus primarily on small cap momentum trading. This includes momentum trading (long and short) in sectors such as emerging tech, biotechs, retail, ADRs, memes stocks, etc. While we try to close our positions during the trading day, we often swing them for multiple days to maximize gains and minimize losses.
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Trending - We will also allocate a portion of our capital to popular high growth areas like electric vehicles, IPOs, cloud technologies, SPACs, etc. to harness the sector trend.
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ETFs - As a sector or index gets over-extended, we often participate in the upside opportunity using bull/bear leveraged ETFs. This not only tends to protect our other investments but also serves as a profitable trade in itself.
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20% cash buffer, also available for special investment opportunities.
Lakeside Growth Fund (Inception: Jan 2023)
Our key allocations include (allocation %s are approximate targets):
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Volatility trading: The Partnership’s key focus will be on capitalizing the volatility in the markets -- at an index, sector and equity level, with focus on mid cap and large cap stocks.
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Position Trading: A portion of the Partnership’s capital will be allocated to Buy & Hold positions in popular high-growth sectors for a longer-term period.
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Options trading: The Partnership will trade Options, which are a form of derivative contracts. The trades will include both short-dated and long-dated calls, puts and spreads on equities and ETFs.
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ETFs - As a sector or index gets over-extended, we often participate in the upside opportunity using bull/bear leveraged ETFs. This not only tends to protect our other investments but also serves as a profitable trade in itself.
