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Yen Liow - The Quest for the Right Tail at Aravt Global (Capital Allocators, EP.188) Apr 12, 2021 · 14 mentions

  • ▶ 4:06 Ted Seides My guest on today's show is Yen Liao, the founder and managing partner of Aravat Global, a fundamental global equity firm based in New York that manages long, short, and long only products. 3 times in the scene
  • ▶ 12:15 Yen Liow But when I left ZBI and created Aravart Global, I started off with a more traditional tiger net long structure, but actually after reviewing what had happened to the markets, and we'll get into that at some point in this conversation, I… 5 times in the scene
  • ▶ 19:05 Yen Liow That we applied to agriculture and to the energy complex when I was at Ziff and for the first three years at Aravart.
  • ▶ 38:04 Yen Liow And the reason I created Aravart was in the bottom of GFC markets are down 50 and we're hunting idiosyncratic shorts.
  • ▶ 40:08 Yen Liow Took me three years to work this out at Aravart.
  • ▶ 46:37 Yen Liow My firm is named after Genghis Khan's army.
  • ▶ 58:56 Yen Liow And it's a bit of an irony because we literally named this fund after Genghis Khan's army, right?
  • ▶ 1:16:43 Yen Liow Authenticity, I made a huge mistake when I started R of Art Global in that I was failing conventionally.
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