Long Only Strategy

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Long Only Strategy, every show

EM hedge funds have huge long biases, lower liquidity, and high fees
“Emerging market hedge funds typically have a huge long bias. They're less liquid and they have higher fees. That is not logical as an investor. Why am I paying all this extra in terms of liquidity and fee for something that is essentially a long-only strategy?”
Nick Rohatyn Jan 22, 2026 ▶ 33:41 Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)

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