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Corbin Capital Partners

6 statements across 2 episodes · 1 bullish · 2 bearish · 1 people on the record · first statement Nov 11, 2021 by Craig Bergstrom · said 7 times in 3 episodes since 2020 · across every show →

Mentions by year

brought up most by Ted Seides (4), Craig Bergstrom (2), Himanshu Gulati (1)

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2023 3 mentions in 1 episode
2021 3 mentions in 1 episode
2020 1 mention in 1 episode

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Everything said about Corbin Capital Partners, oldest first

Nov 11, 2021 neutral
Insight
Bergstrom: Judging portfolio and risk management skills ex-ante is extremely difficult
“To be honest, I think it's really hard to ex ante Judge portfolio management and risk management skills with any great degree of confidence”
Craig Bergstrom Nov 11, 2021 ▶ 6:49 Himanshu Gulati – Antara Capital (Manager Meetings, EP.19)
Nov 11, 2021 neutral
Disclosure
Bergstrom: Corbin Capital caps look-through single security risk at 100 basis points
“Everything that we do has a pretty strong look through to underlying position sizing. So we are willing to take a hundred basis point look through security level risk. We certainly routinely want to carry 40 or 50 basis point look through single security risk.”
Craig Bergstrom Nov 11, 2021 ▶ 10:02 Himanshu Gulati – Antara Capital (Manager Meetings, EP.19)
May 29, 2023
Disclosure
Bergstrom: Corbin trades CLOs and CBOs internally facing Wall Street
“There are markets that we trade internally. We trade CLOs and CBOs facing the street, trying to use our manager selection insights and leveraging our relationship and transaction flow.”
Craig Bergstrom May 29, 2023 ▶ 12:34 Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)
May 29, 2023 positive
Disclosure
Bergstrom: Corbin prefers single risk-taker funds over large platforms for alignment
“We have a preference for a single risk taker model, and typically the PM and sort of the business owner are the same. It's not absolute. We do have investments with bigger businesses that look more like platforms. We will do that if we think the value proposit…”
Craig Bergstrom May 29, 2023 ▶ 28:45 Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)
May 29, 2023 negative
What-if
Bergstrom: New Allocators Cannot Replicate Legacy Platform Fund Conviction Today
“I think if we were to approach that manager today, we wouldn't be able to develop the level of understanding and conviction that I think we have now.”
Craig Bergstrom May 29, 2023 ▶ 42:18 Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)
May 29, 2023 bearish
Opinion
Bergstrom: There are too many hedge funds with no reason to exist
“We believe that there are way too many hedge funds. I don't think that hard to identify a lot of firms that have no reason to exist.”
Craig Bergstrom May 29, 2023 ▶ 28:36 Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)
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