Active Share

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Active Share, every show

Zorub: High active share and concentration systematically drive investment alpha
“Strategies that do three things over time really outperform. And those three things are invest with high active share. So you don't, by definition, look like an index. Second, concentrate in your best ideas in recognition of the fact that actually markets are …”
David Zorub Mar 3, 2025 ▶ 11:20 David Zorub - Navigating Hedge Fund Headwinds at Parsifal (EP.434)

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