Short Rebate

topic on 1 show · 3 statements across 3 episodes

Capital Allocators

3 statements about Short Rebate, every show

Zorub: Parsifal currently receives a 4% to 5% short rebate
“At least for right now, we're getting a four to five percent short rebate.”
David Zorub Mar 3, 2025 ▶ 40:08 David Zorub - Navigating Hedge Fund Headwinds at Parsifal (EP.434)
Liow: Post-GFC short rebate collapse raised required break-even alpha to 800 bps
“At 500 basis points, you needed about three to 400 basis points of alpha to break even through cycle. That lets you lever for long short spread through cycle. Now it's closer to 800 basis points. That's a very heavy lift to break even.”
Yen Liow Apr 12, 2021 ▶ 49:02 Yen Liow - The Quest for the Right Tail at Aravt Global (Capital Allocators, EP.188)
Seides: Near-zero interest rates cost long/short hedge funds 3% to 4% annually
“So when the bet started short-term rates were maybe, I don't remember what it was, but four percent, and today they're close to zero, and that is a four percent Maybe three percent annual difference in performance just because of the short rebate on, on the wa…”
Ted Seides Jan 27, 2020 ▶ 41:32 Ted Seides – A Rational Reminder (Capital Allocators, EP.121)

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