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break-even alpha

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 17, 2017 by Jenny Heller · across every show →

Everything said about break-even alpha, oldest first

May 17, 2017
Disclosure
Heller: Brandywine models break-even alpha for every active long-only manager
“So we actually model out a break-even alpha for every active manager we invest in on the long-only side to understand what we have to believe they have to earn to be able to put them in the portfolio.”
Jenny Heller May 17, 2017 ▶ 36:52 Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)
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