alpha generation

3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Jul 30, 2018 by Charlie Ellis · across every show →

Everything said about alpha generation, oldest first

Jul 30, 2018
Insight
Equal access to advanced tools makes professional investors increasingly hard to beat
“Even though they're getting better and better, they're getting less and less different. And as they get less and less different, it's hard to beat the other guy.”
Charlie Ellis Jul 30, 2018 ▶ 15:21 Charley Ellis - Indexing and Its Alternatives (EP.62)
Sep 21, 2020 positive
Opinion
China's 85% retail market offers better theoretical alpha than the US
“That leads you therefore to look at China as a better source of alpha, theoretically at least, than the United States. Which is the most professionalized market.”
Sir Paul Marshall Sep 21, 2020 ▶ 23:41 Paul Marshall – 10 ½ Lessons from 23 years at Marshall Wace (Capital Allocators, EP.157)
Dec 2, 2021
Insight
Cook: Doing the opposite of sell-side recommendations predicts future alpha generation
“You kind of want to do the opposite of what the sell side tells you to do in our business, and it can actually be a very powerful predictive tool for future alpha generation.”
Will Cook Dec 2, 2021 ▶ 37:37 Will Cook - Sunriver Management (Manager Meetings, EP.22)
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