Services
Do you want to improve your fund’s performance?
Looking for the alpha wood amongst the data trees?
Are you trying to make sense of conflicting narratives?
Want to integrate AI to modernize your trading activity?
Seeking fiduciaries with integrity to steward your investments?
Have the objectivity to identify gaps in your institution’s approaches?
ASSET MANAGEMENT
* INSTITUTIONAL FUNDS - Lead on stock picks, support in-house fund manager trades
* FAMILY OFFICES - Succession planning, generational legacy
* WEALTH MANAGEMENT - Portfolio allocation, retirement planning
* UHNWI & HNWI - Institutional approaches for individuals
ADVISORY
* STOCK PICKS - analysis, undervalued assets, entry points and trading positions
* INDICATOR SOFTWARE - Bespoke AI spreadsheets for ticker probabilities
* INDICES COMPOSITION - Performance based, compliance, structuring
* FUND PERFORMANCE - Increase alpha, turn distressed funds around
* BOARD MEMBERSHIP - Shareholder representation, C suite advisor
* ASIA MARKET ENTRY - Trading, marketing, localization, legal partnerships
* TRADING STRATEGIES - Inversion Investing and The Big Trade in action
RESEARCH
* INVESTOR RELATIONS - Targeted, multimedia production, editorial
* FOCUSED REPORTS - Actionable deep dives, by markets and sectors
* INVESTMNET INSIGHTS - Day trades to long term trends
* SPEAKING & PRESENTATIONS - In person and online keynotes
* INDEPENDENT ANALYSIS - Telling you what you need to hear
Bespoke advisory firm offering agile services with negotiable terms.
Profit sharing, fixed fees, royalties, equity shares, joint ventures, etc
ENERGY
The aim of man is to transcend himself, owning or accessing enough energy to live in perpetuity. The aim of empires is to remain in power now, by selling future citizen’s energy for symbols. Time is the battleground for man’s life and the world reserve currency’s reign. Number patterns tell us the story of energy flows, allowing us to trade accordingly.
DARKNESS
Systems are corrupted by both naivety and malevolence. Energy parasites position themselves to take without giving. Man’s best intentions are turned against him(self) through multidimensional energy warfare.
INVERSIONS
Contrarian and activist narratives can cloud our judgment. Having a reality bias prevents us from appreciating relative value wherever it is found. By inverting both extremes as axis points, we can navigate using full brain hemispheric synchronization as the third axis point, opening the third eye of investing.
POCKETS of LIGHT
We don’t promote delusion to capitalize on it, we aim to identify and understand it through price discovery. Creating value through coherence for our partners, clients and selves. We welcome opportunities to work with like minded pockets of light.
Kim Iskyan, MarketWise (NASDAQ: MKTW)
“Peter Pham and Phoenix Capital have excellent research capacities and have
developed a number of tailor-made research products for me. They are flexible, fast and smart, and unerringly on target with their assessments. Peter is a consummate professional, and is pleasant, thorough, extremely detail-oriented, and won't stop until the job is done right. I highly recommend Phoenix Capital.”
Gemma D, Managing Editor, International Monetary Fund
“ Peter is the author of "The Big Trade" set to be published in early 2013. He's witty and makes trading strategies simple and easy to understand. I enjoyed working with him.
David Morgan, The Morgan Report
“Subscribe to The Inversion Investor, by Peter Pham”
Daniel Spire, Founder & Managing Director, Spire Events
“Peter has been a featured speaker at many of my organized events in Singapore, New York, London, and Toronto throughout the years. His presentations are phenomenal and come with very accurate investment and trading ideas. I decided to become a client of Phoenix and have benefited from his investment strategies with incredible gains.”
Neha T. Singh, PACE.global Inc.
“I had the opportunity to attend one of Peter's presentations in Toronto and was impressed by his unique perspective and successful track record. Among the audience, Peter highlighted his latest investment pick, and within two months, it wildly outperformed. We are fortunate to have Peter advising us on how to implement his investment strategies to create a sustainable future for one of our charitable foundations.”
Howard L. Simons, Simons Research
“Peter Pham’s refreshingly honest approach to market analysis and trading as a business is a great start for everyone in our strange new market battleground, where all of the old rules still apply and no one yet has figured out what the new hybrid of man vs. man vs. machine will look like.”
Joshua Morgan Brown,CNBC Fast Money & Ritholtz Wealth Management
“It has never been more important for investors – individual and institutional alike – to have a firm handle on the nexus between East and West. Fortunately, we have Peter Pham, whose experience allows him to transcend borders and focus on what matters most”
Thomas Luongo, Newsmax Media
“Peter's approach helps to make that process easier by helping you assess the odds of a trade in a completely different way than traditional technical analysis.”
Gary Gindler, American Thinker
"I think the only real rational answer to this is self-educate, be skeptical, reanalyze, rethink. Don't believe anybody. Think for yourself; don't repeat somebody else's mistake. Read and listen to Peter's podcast, explore other sources of information, and be prepared for anything. People who are currently sitting in Davos, they are plotting a lot of things”
Marc Chandler, Bannockburn Global Forex
"Thoughts on meeting up," Marc exclaimed, "Isn't it great? Like, you know, in social media, we are used to having this virtual content with people. Then, we think about seeing them face to face – seeing the communication. It's not just the words we use, but our eyes. I think it's just how important human relationships are, to not just be intermediated by media."
Brandon Beylo, Macro Ops
"...just had to give people an insight into who you are and kind of how you think, because I think you are one of the most independent minds that I have come across in markets recently. I just think people would learn a lot and get a different perspective on investing and the markets from the way you interpret them."
Jeff Berwick, The Anarchists
"So, you have to pay attention to shows like yours (Inversion Investor). Look for fund managers like yourself (Peter) who are aware of these things, and there's very few of you, by the way. You (Peter) are one of the only ones I've known."