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Andrew Tsai is the Chief Investment Officer of Chalkstream Capital Group, which he founded in 2003 to manage the assets of quant guru Peter Muller.\\xa0 Andrew\\u2019s fascinating background started on the Lehman arbitrage desk in the early 1990s, after which he formed a quantitative hedge fund in 1997, built a dot.comlogistics business in 1999, and led the turnaround of a private equity-backed business thereafter.\\xa0 He combined his wide range of skills to focus on investing at Chalkstream.

Our conversation walks through the stories and lessons from Andrew\\u2019s background and turns to Chalkstream.\\xa0 His investment program is the opposite of asset allocation, emphasizing deep dive research, concentrated themes in niche spaces, low beta, long tails, and culture. We close by fleshing out examples of Chalkstream\\u2019s themes in Japan and electricity trading.

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