event-driven investing

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Oct 17, 2022 by Reade Griffith · across every show →

Everything said about event-driven investing, oldest first

Oct 17, 2022 negative
Insight
Griffith: Event-driven investors are inherently short volatility
“When you're an event driven investor, you're short volatility. Volatile events makes events take longer. It reduces the probability of certain events happening.”
Reade Griffith Oct 17, 2022 ▶ 29:50 Reade Griffith – Managing Assets and Partnerships at Tetragon (Capital Allocators, EP.276)
Oct 16, 2023 neutral
Insight
Corre: Event-driven investing now requires fundamental analysis, not just event dynamics
“Now, I think partially because of the rise of passive and quant, partially because the Darwinian process has weeded out a lot of the alpha donors, it's not as simple as that anymore. You have to be much more focused on both the event dynamics, but also the fun…”
Isaac Corre Oct 16, 2023 ▶ 7:48 Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)
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