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event-driven and special situation equity and credit

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 11, 2021 by Craig Bergstrom · across every show →

Everything said about event-driven and special situation equity and credit, oldest first

Nov 11, 2021 bearish
Insight
Bergstrom: Hedge fund overlap creates downside air pockets in event-driven strategies
“And I think that's because you end up in a lot of hedge fund hotels. It's a relatively small number of positions with quite high hedge fund ownership and overlap, and that produces a lot of downside air pockets.”
Craig Bergstrom Nov 11, 2021 ▶ 8:54 Himanshu Gulati – Antara Capital (Manager Meetings, EP.19)
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