People, every show

Roberto Ish

Partner & Portfolio Manager, Wellington Management. On 1 show, 1 appearance. The Shows tab opens the full record on each.

investorwellington.com ↗

At Wellington Management, Isch focuses on multi-strategy hedge fund portfolios and co-leads the firm's third-generation market-neutral platform. He serves as lead portfolio manager of the Wellington Global Multi-Strategy Fund and previously worked as a quantitative analytics specialist at FactSet.

What they said5 Shows1

Everything Roberto Ish said on any show that made the record, most notable first. Each card names its show and opens the statement there.

CAPITAL ALLOCATORS Insight

Isch: Multi-strategy funds fail when risk models miss frequent tail events

“Most of the time what you're looking at, if you're looking at a predicted beta or a predicted vol number, is a one standard deviation, 68% confidence interval, best guess average of what the next three to six months are going to look like if they looked like t…”

Roberto Ish Jan 16, 2025 ▶ 32:08 Mark Sullivan and Roberto Isch – Hedge Fund Investing at Wellington (EP.427)

CAPITAL ALLOCATORS Prediction Not checkable as stated

Isch: Heavy equity index concentration is unlikely to change anytime soon

“You don't have to fight that index concentration battle, and that's not something that's necessarily going to change anytime soon.”

Roberto Ish Jan 16, 2025 ▶ 45:48 Mark Sullivan and Roberto Isch – Hedge Fund Investing at Wellington (EP.427)

CAPITAL ALLOCATORS Insight

Isch: Tight stop-out limits cause PMs to play not to lose

“When you start inching towards B, you start behaving differently. Instead of playing to win, you might just be playing not to lose. And as an allocator, when you have a PM that's doing that, you're probably not getting the process that you underwrote.”

Roberto Ish Jan 16, 2025 ▶ 35:48 Mark Sullivan and Roberto Isch – Hedge Fund Investing at Wellington (EP.427)

CAPITAL ALLOCATORS Disclosure

Isch: Wellington operates on the lower end of multi-strat leverage deployment

“If you look at the spectrum of what's out there, we're probably going to be on the lower end of the amount of leverage we deploy. We want to be on the client friendly side across multiple dimensions, one of which is liquidity. And we want to be able to stay in…”

Roberto Ish Jan 16, 2025 ▶ 38:52 Mark Sullivan and Roberto Isch – Hedge Fund Investing at Wellington (EP.427)

CAPITAL ALLOCATORS Disclosure

Isch: Wellington uses center book primarily for risk alignment, not alpha

“We haven't, for the most part, leaned into it as an alpha enhancing tool. There is that capability. We have the transparency, but the primary focus of it is absolutely to make sure that our risks are aligned where we believe the risk is intentional and that it…”

Roberto Ish Jan 16, 2025 ▶ 40:26 Mark Sullivan and Roberto Isch – Hedge Fund Investing at Wellington (EP.427)

One line per show, most statements first. The link opens Roberto's full record on that show: the calibration, argument clarity, speaking style and every statement made there.

Show	Role there	Eps	Statements	Record
CAPITAL ALLOCATORSLEDGER	Partner & Portfolio Manager, Wellington Management	1	5	—	full record on Capital Allocators →