discretionary managers

3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Jun 10, 2019 by Patrick O'Shaughnessy · across every show →

Everything said about discretionary managers, oldest first

Jun 10, 2019 positive
Insight
O'Shaughnessy: Qualitative analysis and portfolio concentration protect discretionary managers
“If you can handicap future scenarios based on all that you know about a business or an industry or a trend or whatever it might be, that's going to be hard for quants to replicate. And if you can concentrate In portfolio construction, that's also going to be v…”
Patrick O'Shaughnessy Jun 10, 2019 ▶ 32:34 Patrick O'Shaughnessy – O'Shaughnessy Asset Management (First Meeting, EP.01)
Mar 1, 2021 neutral
Assertion Supported
Bisserier: 2020 quant hedge funds fell 20-40% while discretionary gained 50-100%
“You have really well-respected, very well-resourced organizations in the quantitative space that are down 20, 30, 40%, and then you have discretionary managers who are up 50, 60, 70, 8000% this year.”
Damien Bisserier Mar 1, 2021 ▶ 38:09 Alex Shahidi and Damien Bisserier – Uncorrelated Return and Balanced Risk at Evoke-ARIS (Capital Allocators, EP.179)
May 29, 2023 positive
Insight
Fagan: Systematic quant managers are less 'black box' than emotional human investors
“If anything, I would make the argument that you can actually get more comfortable with certain quant managers than you can With most discretionary ones for the obvious reason that they adhere to clear systematic processes. The real black box is the human inves…”
Dan Fagan May 29, 2023 ▶ 1:13:38 Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)
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