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Alex Shahidi

7 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Mar 1, 2021 by Damien Bisserier · across every show →

On the record as a speaker too: Alex Shahidi's record, appearances and statements → this page counts the times other people say the name.

Everything said about Alex Shahidi, oldest first

Mar 1, 2021 positive
Opinion
Bisserier: Alex Shahidi was among Bridgewater's most sophisticated institutional clients
“In fact, at Bridgewater, I would say he was one of our most sophisticated investors, including all the sovereign wealth funds and pension plans that we worked with.”
Damien Bisserier Mar 1, 2021 ▶ 11:16 Alex Shahidi and Damien Bisserier – Uncorrelated Return and Balanced Risk at Evoke-ARIS (Capital Allocators, EP.179)
Mar 1, 2021
Insight
Shahidi: Evoke-ARIS rejects managers who claim to see no downside
“And when we sit in front of a manager who says, we don't really see a downside, we start running the other way because that is not a recipe for long-term success.”
Alex Shahidi Mar 1, 2021 ▶ 50:00 Alex Shahidi and Damien Bisserier – Uncorrelated Return and Balanced Risk at Evoke-ARIS (Capital Allocators, EP.179)
Mar 1, 2021 positive
Assertion Not checkable as stated
Bisserier: Ray Dalio sought to hire Alex Shahidi after an initial meeting
“Early on, he was meeting with Ray in our office in Westport, and afterwards, Ray grabbed me in the hallway and said, that guy I was talking to, he's got good common sense, we should hire him, which is about the most positive thing I've ever heard from Ray afte…”
Damien Bisserier Mar 1, 2021 ▶ 12:09 Alex Shahidi and Damien Bisserier – Uncorrelated Return and Balanced Risk at Evoke-ARIS (Capital Allocators, EP.179)
Mar 1, 2021
Insight
Shahidi: Research-to-marketing headcount ratio reveals an investment manager's true focus
“A simple measure is how many research people do you have? And how many marketing people do you have? It tells you what business you're in. If you got a hundred marketing people and four on research versus four and a hundred the other way, it tells you what bus…”
Alex Shahidi Mar 1, 2021 ▶ 1:07:01 Alex Shahidi and Damien Bisserier – Uncorrelated Return and Balanced Risk at Evoke-ARIS (Capital Allocators, EP.179)
Mar 1, 2021 neutral
Disclosure
Shahidi: Evoke-ARIS manages $19 billion, with $13 billion across 70 clients
“So as a firm, we manage about nineteen billion in assets. Damien and I handle about 70 clients or so. That makes up about thirteen billion of those assets.”
Alex Shahidi Mar 1, 2021 ▶ 32:46 Alex Shahidi and Damien Bisserier – Uncorrelated Return and Balanced Risk at Evoke-ARIS (Capital Allocators, EP.179)
Jul 8, 2021
Insight
Shahidi: A truly diversified portfolio must hold underperforming assets
“By definition, You should own things that are not doing well, because if they're all doing well at the same time, you're probably going to go through a period where they're all doing poorly at the same time.”
Alex Shahidi Jul 8, 2021 ▶ 8:13 Jeremy Grantham – GMO (Manager Meetings, EP.01)
Jul 8, 2021
Insight
Shahidi: Climate change will directly impact corporate bottom lines
“Climate change could easily be one of those things and the risks associated with that. So I think we're starting to see asset allocators factor that in to their strategies. It's not just something to do because you feel good about it, but it's something that m…”
Alex Shahidi Jul 8, 2021 ▶ 9:13 Jeremy Grantham – GMO (Manager Meetings, EP.01)
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