Look Through Position Sizing

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Look Through Position Sizing, every show

Bergstrom: Corbin Capital caps look-through single security risk at 100 basis points
“Everything that we do has a pretty strong look through to underlying position sizing. So we are willing to take a hundred basis point look through security level risk. We certainly routinely want to carry 40 or 50 basis point look through single security risk.”
Craig Bergstrom Nov 11, 2021 ▶ 10:02 Himanshu Gulati – Antara Capital (Manager Meetings, EP.19)

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