Equity Drawdown

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Equity Drawdown, every show

Braga: Trend following is portfolio insurance investors get paid to hold
“That strategy in itself has positive expectation of return. So this is a bit like the insurance policy that I get paid to hold because the thing will have positive expectation of return. And yet when the rubbish hits the firm, I expect it to help my portfolio.”
Leda Braga Sep 9, 2021 ▶ 25:13 Leda Braga – Systematica Investments (Manager Meetings, EP.10)

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