Fundamental Managers

topic on 1 show · 4 statements across 3 episodes

Capital Allocators

4 statements about Fundamental Managers, every show

Moodgal: Fundamental managers buy post-earnings dips while pod platforms short them
“If a stock misses its earnings by .1% and it's down 20%, a fundamental manager will go and buy more of it. But a pod or a platform will short that stock.”
Rahul Moodgal Sep 26, 2024 ▶ 40:39 Rahul Moodgal – Master Fund Raiser Returns (EP.408)
Mauboussin: Finding superstar compounders creates difficult portfolio diversification challenges
“The one thing I'll point out though, I guess to state the obvious, is if you do find one or two or three of these superstar companies, They appreciate a lot, and they get really big in your portfolio, and so you get in these interesting challenges with diversi…”
Michael Mauboussin Feb 19, 2024 ▶ 35:33 Michael Mauboussin - Pattern Recognition and Public Markets (EP.370)
CAPITAL ALLOCATORS Assertion Not checkable as stated
Systematic contributors outperformed internal fundamental managers during the COVID-19 pandemic
“But I would say in the coronavirus, actually, it's been the other way around. The tops contributors did better than our fundamental managers in reacting to COVID.”
Sir Paul Marshall Sep 21, 2020 ▶ 18:46 Paul Marshall – 10 ½ Lessons from 23 years at Marshall Wace (Capital Allocators, EP.157)
CAPITAL ALLOCATORS Assertion Not checkable as stated
Fundamental managers beat systematic strategies during the Brexit and Trump shocks
“And the big advantage I would say that fundamental managers have over systematic investing generally is their ability to React quickly to a new paradigm. And so when you get a big event in markets, you're typically at least for two or three months. And we had …”
Sir Paul Marshall Sep 21, 2020 ▶ 18:19 Paul Marshall – 10 ½ Lessons from 23 years at Marshall Wace (Capital Allocators, EP.157)

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