active share

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 3, 2025 by David Zorub · across every show →

Everything said about active share, oldest first

Mar 3, 2025 positive
Insight
Zorub: High active share and concentration systematically drive investment alpha
“Strategies that do three things over time really outperform. And those three things are invest with high active share. So you don't, by definition, look like an index. Second, concentrate in your best ideas in recognition of the fact that actually markets are …”
David Zorub Mar 3, 2025 ▶ 11:20 David Zorub - Navigating Hedge Fund Headwinds at Parsifal (EP.434)
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