Active Security Selection

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Active Security Selection, every show

Zorub: Pods and ETFs drive non-fundamental volatility, harming stock pickers
“The continued rise of passive, for sure, But also the rise of ETFs, the rise of the pod investing model. I would also add to that the rise of style factors, which are big business on Wall Street right now, have all conspired to, I think, create more non-fundam…”
David Zorub Mar 3, 2025 ▶ 10:10 David Zorub - Navigating Hedge Fund Headwinds at Parsifal (EP.434)

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