Quant Fund
topic on 6 shows · 9 statements across 8 episodes
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9 statements about Quant Fund, every show
Shao: Quant Hedge Fund Backing Allows DeepSeek to Ignore Immediate Profits
“On the China side, deep seeks people have talked about how they are not revenue driven. So whatever money they, sorry, they're not profit driven. So whatever revenue they make, they want to put that money into R&D, given that they have the quant fund kind of l…”
Wagner: Finepoint buys Asian derivatives at 80% discount due to pod shorting
“So we actually have recently found a derivative in an Asian market That we're buying for 10 to 20% of what we think it's worth, so 80 to 90% discount, and it's solely the result of the fact that there's a market in Asia that has such a large demand to be short…”
Boland: Quant funds employ too few people to be UK tech's main talent drain
“There can't be that many people, so it can't be the biggest drain on talent.”
Hulme: Capital gains tax exemption for founders would help retain talent against quant funds
“And I actually think the idea of making for entrepreneurs So maybe capital gains exempt would maybe tip that balance when you're comparing against quant funds, if that's the competition.”
Argenti: Pitching client technologists is as critical as pitching executives
“Like for example, some of the hedge funds or some of the quant funds, as you know, I mean, you know, it really, really well that, you know, we're talking to the technologist is just as important as talking to the business people.”
Dunn: Personal relationships in wealth management will never disappear to AI
“Maybe there's an allocation that you have to a computer generated quant fund. I can always see that working, but in terms of having that personal relationship, I don't think that's ever going to disappear.”
Craib: High PE returns require less skill than market-neutral quant investing
“If a PE fund makes 40% in a single year because they were actually holding positions that were two times market beta and the market went up, That doesn't have anything close to the investment skill of a quant fund that's making money kind of out of nothing by …”
Craib: Traditional quant funds frequently collapse after one bad year
“What often happens with these quant funds is they have a good year, and then they have a bad year, and then they kind of die.”
Ober: Fundamental investors treat alternative data as one input, unlike quant funds
“Using this data is very different from a quant fund who's placing lots of trades, both long and short at the same time. Whereas an activist or long-term investor might look at this as just, ah, another input into their longer investment approach.”