Adam Blitz
8 statements across 2 episodes · 0 bullish · 5 bearish · 1 people on the record · first statement Jul 17, 2017 by Adam Blitz · said 4 times in 3 episodes since 2021 · across every show →
On the record as a speaker too: Adam Blitz's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Ted Seides (4)
tap a year for its mentions
2022 1 mention in 1 episode
2021 3 mentions in 2 episodes 2 per episode
Everything said about Adam Blitz, oldest first
Jul 17, 2017
Blitz: Manager selection depends heavily on qualitative soft factors
“We think so much of manager selection and trying to figure out who's going to do well prospectively is based on much softer
Factors such as, you know, why is the person doing this?
What drives them?
Do they really love this?
How competitive are they versus are…”
Jul 17, 2017 bearish
Jul 17, 2017 bearish
Jul 17, 2017 neutral
Blitz: Track records built on low capital bases struggle to scale
“And a lot of times in the past, you might have what appears to be an optically good track record, but it was done on a very low capital base, or there was some sort of issue that enabled them to do well out of the gates, but at any sort of larger size, you kno…”
Jul 17, 2017 negative
Blitz: Evanston immediately rejects hedge fund managers showing a sleaze factor
“You know, we have a term we just call sleaze factor, which is whether it's on the investment side or the operational side, if you're meeting with the manager and you're just not getting a great vibe from them, you're getting incomplete answers. Just, it doesn'…”
May 29, 2023 bearish
Blitz: Market liquidity risks are underrated due to superficial intraday churn
“I think liquidity risks right now are underrated and underappreciated. There's a lot of optics of good liquidity in markets. But a lot of that liquidity, especially in equity markets, is just day trading back and forth, and if you need to get out of a fairly s…”
May 29, 2023
Blitz: No-hurdle incentive fees cost allocators 80 to 100 basis points
“With short rates going up, especially in the long short equity space where people are earning short rebates now of call it four to five percent macro strategies where people are earning that on unencumbered cash, really without any skill, the manager is off to…”
May 29, 2023 negative
Blitz: Liquidity mismatches in commingled credit funds harm long-term investors
“If you're in a commingled fund and credit, and the manager is very liquid terms, but the underlying assets aren't very liquid, that can get you in trouble very quickly. If they put in a large redemption and start selling at bad prices, that negatively affects …”