Casey Whalen

5 statements across 2 episodes · 3 bullish · 2 bearish · 1 people on the record · first statement Sep 27, 2021 by Casey Whalen · said 1 times in 1 episodes since 2023 · across every show →

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

Mentions by year

brought up most by Ted Seides (1)

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Everything said about Casey Whalen, oldest first

Sep 27, 2021 bullish
Disclosure
Whalen: Migrated Long/Short Equity Portfolio Almost Entirely to Non-US Markets
“We decided probably five years ago to start migrating the whole portfolio with the exception of maybe one manager to non U S just with this idea again, that people kind of looked at us a little weird, but we said just inefficiency, where is it less efficient?”
Casey Whalen Sep 27, 2021 ▶ 32:44 Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215)
Sep 27, 2021 bullish
Opinion
Whalen: Japan Is a Wonderful Market for Long/Short Equity
“I think, like, Japan is a wonderful long short market.”
Casey Whalen Sep 27, 2021 ▶ 42:41 Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215)
Sep 27, 2021 negative
Opinion
Whalen: Retaining fund managers for 20 years likely yields poor results
“I think, you know, if you're still invested with the managers you were invested with 20 years ago, I'm not sure you've had a great experience.”
Casey Whalen Sep 27, 2021 ▶ 43:55 Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215)
Sep 27, 2021 positive
Insight
Whalen: Toe-dipping investments build conviction to size up during dislocations
“When you dip your toe in, when you're invested in something, you just learn more. You pay more attention. You live it and breathe it, right? The ups and the downs. And so for me, and I think by being invested in it, you then get greater conviction if there is …”
Casey Whalen Sep 27, 2021 ▶ 13:14 Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215)
Sep 19, 2022 bearish
Opinion
Whalen: Traditional long/short hedge funds are too big to short effectively
“A lot of those funds are too big to short. It just doesn't work anymore.”
Casey Whalen Sep 19, 2022 ▶ 9:18 Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides (Capital Allocators, EP.271)
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