Single Managers

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Single Managers, every show

Michelakis: L/S Funds Lacking Short Alpha Are Diluted Long-Only Managers
“If you're running a one 50 gross long short fund, and you've got good long alpha, but no short alpha, and you end up with one 50 50, what I mean is one 50 gross, 50 net exposure, that means you're a hundred long, so you're a long manager on that side of the ba…”
George Mikulakis Jan 15, 2024 ▶ 12:52 George Michelakis – Chess Master's Approach to Long-Short Equity at Gladstone (EP.362)

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