Context Capital Partners
5 statements across 1 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Jan 21, 2019 by Ron Biscardi · said 13 times in 1 episodes since 2019 · across every show →
Mentions by year
brought up most by Ted Seides (7), Ron Biscardi (6)
tap a year for its mentions
2019 13 mentions in 1 episode
Everything said about Context Capital Partners, oldest first
Jan 21, 2019 bearish
Biscardi: Human fundamental analysis rarely generates an edge in liquid markets
“We've never been big on strategies that involve a human doing fundamental analysis and supposedly doing it better than the rest of the world does it. I think in liquid markets, that's an incredibly difficult thing to do, and it's never something that we've rea…”
Jan 21, 2019 neutral
Biscardi: Context Capital structures partnerships via joint ventures or revenue shares
“In some cases, we've actually co-owned the GP and the management company, and it is a legitimate joint venture. And in other situations, we've done it as more of a revenue share and then provided those services back.”
Jan 21, 2019
Jan 21, 2019 bullish
Biscardi: Context Capital researching structured products to buy GP carry risk
“So one of the ideas is to do deals with GPs to In essence, trade fixed for variable. You know, they have this variable risk. We would do a trade with them where we would, in essence, buy that cash flow stream and take the risk of the carry, not entirely, but t…”